Author: Paul Henriques in: Financials
OnRamp features a form recognition tool, which allows you to automatically receive and scan version customer, vendor, bank, and internal documents. Documents such as:
This can greatly increase your financial team productivity. By automating data entry, an activity that can require added staff, you can free up multiple hours a day for that department, replacing it with a mere log review.
To set up form recognition, you must:
The first part is simple, have your IT team create a shared folder on your server. Once that address has been provided to you, you just have to set it up in OnRamp.
To setup the form location:
There are few other factor values that can be checked here, like OCR_STORAGE_CONTAINER, OCR_SEC_TOKEN, and OCR_STORAGE_KEY, which are provided by OnRamp. Follow the above steps with a different factor in step 3 to enter the factors, if required.
Once we have the factors setup in OnRamp, open a web browser (such as Google Chrome, Microsoft Edge, or Mozilla Firefox) to open the FLTool.
To setup the FLTool:
Now that the one-time setup components are complete, you are ready to move on to the per-document setup bits.
For each document and each entity (client, vendor, or internal) you need a form model on the Form Recognition Models [S4246] screen. So, if vendor A sends you a packing slip and an invoice, then you need two separate form models.
Each form model requires at least 3 document keys. One to define the entity, one for the location, and one for the document type (invoice, receipt, etc.)
To setup the form model:
This will add the form models which you will label and train in the next step. While still on this screen you can also specify certain field formats on the Model Fields tab. Like if a client uses DD/MM/YY format, you can specify that here.
This screen will be required after the form tool is trained, so keep it open.
Here, you train the FLTool on where to view the data on the previously entered model forms. This is done by labelling the areas on the received documents. Like in the FLTool setup, this part of the process is done in a web browser.
Once the process is complete and error free, copy the Model ID number and paste it into the Trained Model ID field for the entity and form type on Form Recognition Models [S4246].
When the overnight processes run in OnRamp, any documents saved in the shared folder will be scanned and, if the FLTool training is complete and the trained model ID assigned, the record will be imported into OnRamp.
A log record of the import is created when the files are processed. These logs can be reviewed on Form Recognition Log [S4248].
To import the files manually, go to Process Documents [S4250] where you have a button to press which runs the import.