Screen OCR integration

The Screen OCR integration allows you to take a screenshot of a window in order to extract relevant information. After a screen OCR integration has been configured, Connect will let you know when it finds a file in FileBound that matches the record you are viewing in the application. The integration also prompts when a file is not found in FileBound, and allows you to create a new one.

This integration can be useful when direct integrations are not an option.

Add a screen OCR integration

This is a one-time integration for an application. Once an integration is configured, when other users open the application, the record details are automatically mapped to Connect on their computers. Thus, integration set up is not required to be done on every computer for other users.

  1. On the Integration menu, click Setup.
  2. In the Project list, select a project that you want to set up the integration with.
  3. In the Integration Type list, select SCREEN OCR.

  4. Click Add.

  5. Hover over the title bar of the window you want to extract data from and press F2. A screenshot of the window will show up in the right panel of the Index Setup window.

    The Windows Title box displays the name of the application page. You can replace the title with a wildcard character(...) to use dynamic data.

    Use case: If a title is ‘Salesforce 3387 Contract’ then 3387 is the contract number, which changes with each contract that is active in the web browser. For this, replace the contract number '3387' with '…' to make that variable a wild card character, so that the title is displayed as 'Salesforce … Contract'.

  6. Select an integration mode. The following options are available: 

    • On Demand (Hotkey): The screen will be read when you use the hotkey combination configured in Integration options. See Integration Options for more information.

    • Automatic: The integration will read the window title and automatically start when it is on the screen.

  7. Select the Single OCR Zone for All Indexes check box to use the same zone for all index fields you set up. This is generally used when you are going to capture a large chunk of data from the screen and use scripting to locate the value you want.

  8. In the Index Name drop-down list, select the index field that you want to map.
  9. Draw a rectangle around the value you want to extract for the field in the screenshot. The Index Value box is populated with the value.

  10. Click Add to map the index field.

  1. Repeat Steps 8 - 10 to add map additional index fields.
  2. Select the Search Related Projects check box to search for matching files in related projects.
  3. Click Test to ensure that the mappings return the expected values.
  4. Click Scripts to generate a VBScript or PowerShell script if necessary. The script is applied to the value pulled from the integration for that field. See VBScript and PowerShell scripting for integrations for more information.
  5. Click OK.
  6. Click OK.

Use the screen OCR integration

  1. In Connect, select the On option for the Integration Mode. See Status Bar for more information.

  2. On the application page, click a record to see the mapped data in Connect. Or, if the integration was configured with the On Demand (Hotkey) mode, press the hotkey combination.

    If a matching file exists in FileBound, the index field information will be populated and any applicable documents will be displayed under separators and dividers.

    If a matching file is not found in FileBound, the Index Panel will display the details of the record with a message No results found, and the Create button is enabled.

  3. Click Create to create a new file, and then you can add documents to the new file by scanning or importing them. See Scan documents and Import documents for more information.