Hardcore: PDF document automation

Channel 3: Fully automated document flow with PDF documents

DIG.easyconnect, as a channel, offers exactly what the name promises: incredibly easy access to full EDI convenience via the DIG Portal, so that even these incoming documents never have to be entered by hand again!

For this purpose, data from PDF documents is converted accordingly using OCR or Deep OCR (both technical solutions are available), depending on the specific requirements of the customer, and is checked, prepared and transferred to the target system in the desired format fully automatically at the DIG Portal.

What is OCR?

OCR stands for Optical Character Recognition, also commonly referred to as text recognition. Technically, success rates of up to 99 percent are possible after appropriate training phases, so that manual and repetitive tasks relating to document capture and invoice recognition can be largely automated. In addition to "normal" OCR, DIG also offers Deep OCR, in which artificial intelligence eliminates the need for training phases.

Automated processing of PDF documents

In order to be able to automatically process incoming PDF documents such as order confirmations, invoices, delivery bills and incoming customer orders, they are first converted into machine-readable text using OCR. The PDF documents are analyzed by special software and the results checked for validity or read rate. The success rate depends on the class, quality, structure and formatting of the original document.

The read-out data is structured via a conversion into an XML file, with which all the advantages of an EDI document flow can be used.

  • Order confirmations
  • Invoices
  • Delivery bills
  • incoming customer orders

DIG training support for standard OCR

DIG supports OCR training for recognizing data from PDF invoices and other documents by checking the individual PDF documents that do not produce satisfactory results. In the first step, optimization possibilities through system settings are checked and discussed before implementation. If required, the recognition rate can also be maximized with individual programming to such an extent that, as a rule, only individual cases need to be validated in the company.

Delivery note recognition in practice

Whether on construction sites or in different warehouses: delivery bills often go through a lot before they are scanned! Also, at item level, the supplier's item numbers do not match your own. DIG therefore enables an automated assignment of the delivery bill to the order in the ERP (by means of an order number recognized by OCR). This not only facilitates control, but also enables a learning system that derives from the manual assignment of the individual items the ability to automatically check these items the next time despite different item numbers!

DIG training support for standard OCR

DIG unterstützt das OCR-Training zur Erkennung von Daten aus PDF-Rechnungen und anderen Belegen durch eine Überprüfung der einzelnen PDF-Dokumente, die keine befriedigenden Ergebnisse bringen. Im ersten Schritt werden Optimierungsmöglichkeiten durch Systemeinstellungen geprüft und vor der Durchführung besprochen. Bei Bedarf kann die Erkennungsrate auch mit individueller Programmierung soweit maximiert werden, dass im Regelfall nur noch Einzelfälle im Unternehmen validiert werden müssen.

Test the magical reading of your PDF documents!

See for yourself how OCR and deep OCR can deliver fantastic results and full EDI convenience with exactly your documents, not only saving time but also avoiding transmission errors! We would be happy to tell you more.

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