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Source documents can come in a variety of formats and levels of quality. KeyFree Indexing uses OCR to pull high value data from the document image. OCR is not 100% accurate and results are largely based on the quality of the scanned image. Fuzzy printing, wrinkles, or dirt may affect the results. In general, the default settings typically work very well for most applications, but some images may benefit from customizing your OCR settings to match the document.

1. To adjust the OCR setttings settings for KeyFree Indexing, navigate to the Document Viewer and select the Settings icon in the upper right corner.
   
   
   
   
2. Use the right arrow (top row) to navigate to the tab for KeyFree Indexing
   
   
   
   
   
3. Configure your settings and click OK.  Note that KeyFree Indexing settings affect only your local client workstation.
   
   
   
   
4. To restore the KeyFree Indexing to the factory default settings, click Set Defaults and at the OCR Settings – Confirm Reset confirmation question, click Yes.

Adjusting the Text Extraction Settings

• Move the settings slider OCR Mode to the left for faster OCR scanning and to the right for slower but more accurate OCR scanning.
  
  
• To enter text into Index Fields, select the letter case you wish to persist from the Case Recognition Mode drop-down list. Select from the following choices:
  
  
  • Auto Case – For text to retain the capitalization seen in the original document.
    
    
  • Small Case – Enter text in lowercase letters in an Index Field.
    
    
  • Capital Case – Enter text in uppercase letters in an Index Field.
    
    
• From the Text Types drop-list, select the type of text that will be recognized for OCR. You can select more than one Text Type, but for best results keep the number of types selected to a minimum. Text types include:
  
  
  • Normal – The default selection for most serif or sans serif text from a modern printer.
    
    
  • Typewriter – For text from a typewriter.
    
    
  • Matrix – For text from a dot-matrix printer.
    
    
  • OCR_A – For text set in OCR A monospaced font designed for OCR.
    
    
  • OCR_B – For text set in OCR B monospaced font designed for OCR.
    
    
  • MICR_E13B – When indexing a check or other banking documents which uses this MICR (Magnetic Ink Character Recognition Code) font, select this option.
    
    
  • MICR_CMC7– When indexing a check or other banking documents that uses this MICR barcode font.
    
    

• To specify whether text on an image with low resolution is recognized, enable Low Resolution Mode. This is useful when recognizing documents such as faxes or ones with poor print quality.

Image Detection

• Correct Inverted Image – Select this option to invert white text on a black background to the more usual black text on a white background during the OCR process.
  
  
• Correct Orientation – Use this option if an image has been scanned in an upside-down or sideways position to automatically reposition it. (Using the Rotate button while in KeyFree mode is not recommended.)

Advanced Text Extraction

• To improve character recognition, select from the following:

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