The integrated text recognition feature can be used as a tool for entering metadata. ELO Click OCR transfers text from a document into the metadata form. This prevents users from making manual data entry errors. The following example explains how to proceed.

Click OCR can be used in all work areas. In this example, we demonstrate how the function works in the Intray work area.

Information: An OCR service needs to be installed for ELO Click OCR to work.

1. Switch to the Intray work area.

2. Click the document that you want to edit the metadata of.

The document appears in the viewer pane.

3. On the ribbon, click File > Metadata.

The Metadata dialog box opens.

4. Select the desired metadata form.

5. Click the field you want to apply the metadata to.

The cursor blinks in the selected field.

6. Move the mouse pointer to the part of the document (preview) containing the information you require.

Information: If ELO Click OCR recognizes a text element (word or number), the element that has been found is highlighted in yellow and a tooltip with the recognized text appears.

7. Click the text you want to transfer to the keywording form.

Information: If you want to transfer multiple terms after another, select each individual term while holding the SHIFT button. Release the mouse button after each term. Repeat the process until you have transferred all desired terms.

The recognized text information is transferred to the selected field.