How to Use OCR in Forms

The OCR feature allows a file-type field to read an attached document (e.g., ID card, driver’s license, proof of address) and attempt to automatically fill other form fields based on the identified content.

1st Step: Accessing the Pipelines Module

In the upper left side menu, click “Pipelines” and open the pipeline where the form will be used.

2nd Step: Opening the Pipeline Settings

1. In the upper right corner, click “Module Settings”, represented by the “(...)” icon.

2. The “Update Pipeline” modal will be displayed.

3rd Step: Creating the Custom Field with OCR

1. Inside the “Update Pipeline” modal, click the “Fields” tab.

2. Click “Add Custom Field” to open the field creation modal.

3. In the “Create Custom Field” modal, fill in:

• Label: name of the field.
• Type: select "File".
• Mode: select "OCR".

    1. After filling in the fields, click “Create Field”.

4th Step: Creating the Pipeline Form

1. In the lower left side menu, click “Settings”.

2. Access “Forms”.

3. Click “New Form”.

4. Fill in the required fields and select the pipeline where the OCR field was created.

5th Step: Linking the Custom Field to the Form

1. After creating the form, locate it in the forms list.

2. Click “Edit”, represented by the “(...)” icon.

3. In the editor’s side menu:

• Open the “Fields” tab.
• Click “Add Custom Field”.
• Select the file field with OCR created in the pipeline.

    1. Also add the other custom fields that should be automatically            filled (e.g., CPF, ID, Name).     2. After adding the fields, click “Save”.

6th Step: Using OCR When Filling Out the Form

1. When accessing the published form, the user uploads a document in the OCR file field.

2. The system automatically analyzes the document content.

3. The form fields are filled based on the information recognized in the file.

Note: The automatic filling occurs according to the similarity between the document content and the configured fields.

Best Practices:

• Recommend that users upload clear and well-scanned documents for better recognition.
• Name fields clearly (e.g., CPF, ID, Date of Birth).
• Test the form with different documents before using it in production.
• Combine OCR with field validations to increase reliability.

Conclusion:

You have learned how to configure and use the OCR feature in octapipe, from creating the custom field to automatically filling form data through document recognition. If you have any questions, contact our support team.