Understanding NetDocuments OCR Setup

Posted in NetDocuments Admin Tips, NetDocuments Tips on April 4, 2023 by Craig Bayer

NetDocuments OCR Administration: https://support.netdocuments.com/s/article/360012018851

 

How to Setup NetDocuments OCR:  https://support.netdocuments.com/s/article/360012018851#h_6862543191581540414625178

 

Step 1: Cabinet Setup

 

Choose what cabinets you want OCR’d.

 

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Step 2: Choose what type of files you want scanned and converted to searchable pdfs.

 

I always choose PDFs and TIFF files.  Usually ,people want those text searchable.  BMP, PNG, and JPG are usually pictures that shouldn’t be converted to a text searchable document.

 

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Step 3:  Choose up to 3 Languages you want to make text searchable

 

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Step 4:  OCR Pages with fewer than character count.

 

I leave this at 150.  For more details see: https://support.netdocuments.com/s/article/How-the-OCR-pages-with-fewer-than-character-count-Setting-works

 

Step 5:  Save Settings and Backlog Scope

 

I always Save as new version.  If you choose overwrite the current version,  it will still keep the original version  as an attachment, so there is not space savings.

 

Keeping the document locked will force any new changes to create a new version.  We never check this option.

 

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About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer