Document Viewer
The OCR Document Viewer is a powerful tool that allows you to interact with uploaded documents and their extracted OCR data. This comprehensive guide will walk you through all available features and functionality.
Overviewโ
The Document Viewer provides an intuitive interface for viewing documents, interacting with OCR fields, and efficiently extracting data for processing. Whether you're working with invoices, receipts, contracts, or any other document type, the viewer offers tools to streamline your data extraction workflow.
Getting Startedโ
When you open a document in the viewer, you'll see the document image on the left and extraction form fields on the right. The toolbar at the top provides various controls and options to enhance your document processing experience.
Core Featuresโ
Zoom Controlsโ
Navigate and examine documents with precision using the zoom controls:
- Zoom In - Get a closer look at document details and fine text
- Zoom Out - See more of the document at once for better context
- Reset Zoom - Return to the original view size
Use these controls to ensure you can clearly read all text and examine document details as needed.
๐ OCR Fields Highlightingโ
Icon: FluorescentIcon
Toggle OCR field highlighting to visualize all detected text fields on the document. When enabled:
- All recognized OCR fields are highlighted with colored overlays
- Helps you understand what text the system has successfully detected
- Provides a visual map of extractable data on the document
- Useful for identifying areas that may need manual review
Usage: Toggle the "highlightOCR" option in the toolbar to enable/disable field highlighting.
๐ข OCR Field Tooltipsโ
Icon: AnnouncementOutlinedIcon
Enable detailed tooltips to see confidence scores and additional information when hovering over OCR fields.
Features:
- Confidence Scores - Shows how certain the system is about the recognized text
- Text Content - Displays the extracted text content
- Field Information - Additional metadata about the field
Usage: Enable "OCR Field Tooltips" in the toolbar, then hover over any highlighted OCR field to see detailed information.
๐ก Pro Tip: Higher confidence scores (closer to 100%) indicate more reliable text recognition. Lower scores may require manual verification.
๐ Drag & Drop OCR Fieldsโ
Icon: DragIndicatorOutlinedIcon
Streamline data entry by dragging OCR field data directly into form fields.
How it works:
- Enable "Drag & Drop OCR Fields" in the toolbar
- Click and hold on any OCR field in the document
- Drag the field data to the corresponding form field on the right
- Release to populate the form field automatically
Benefits:
- Significantly faster than manual typing
- Reduces transcription errors
- Works seamlessly with selection tools
- Supports multiple field operations
๐ก Pro Tip: Combine drag & drop with multi-selection tools for even greater efficiency when processing multiple fields at once.
๐ข Multi Click Selectionโ
Icon: FormatListNumberedRtlIcon
Select multiple OCR fields individually for batch operations.
How to use:
- Enable "Multi Click Selection" in the toolbar
- Hold the
Ctrlkey while clicking on OCR fields - Each clicked field will be added to your selection
- Selected fields can be processed together
Important: You must hold the Ctrl key while clicking to select multiple fields. Clicking without Ctrl will deselect previous selections.
๐ฏ Marquee Selection (Area Selection)โ
Icon: HighlightAltIcon
Select multiple OCR fields by drawing a selection rectangle around them.
How to use:
- Enable "Marquee Selection" in the toolbar
- Hold the
Ctrlkey while clicking and dragging - Draw a selection box around the fields you want to select
- All fields within the selection area will be highlighted
Use cases:
- Selecting fields in a specific document section
- Batch processing of related data
- Quick selection of multiple line items
Important: You must hold the Ctrl key while dragging to create the selection box.
๐งน Clean Selectionโ
Icon: CleaningServicesIcon
Clear all currently selected OCR fields and start fresh with your selection.
Usage: Click the "Clean Selection" button to:
- Deselect all currently selected OCR fields
- Reset selection state
- Prepare for new field selections
This is useful when you want to start over with a different set of fields or clear accidental selections.
๐ช Detach Windowโ
Icon: OpenInNewIcon
Open the OCR viewer in a separate, detached window for enhanced productivity.
Benefits:
- Multi-monitor Support - Perfect for dual-screen setups
- Larger Viewing Area - More space for document examination
- Independent Navigation - Work with the document while using other parts of the application
- Flexible Positioning - Position the viewer window wherever it's most convenient
Usage: Click the "Detach Window" button to open the viewer in a new browser window.
Additional Featuresโ
Document Searchโ
Quickly locate specific text within your documents using the search functionality.
Features:
- Text Search - Find any text string within the document
- Navigation - Use arrow buttons to jump between search results
- Case Sensitivity - Optional case-sensitive search
- Highlight Results - Search matches are highlighted in the document
Usage: Enter your search term in the "Search in document..." field and use the navigation arrows to move between results.
Page Navigationโ
For multi-page documents, navigate efficiently between pages:
- Previous/Next Buttons - Move between pages sequentially
- Direct Page Entry - Type a specific page number to jump directly
- Page Counter - Shows current page and total page count
Document Downloadโ
Download the original document file that was uploaded to the system:
- Original Format - Downloads in the same format as uploaded
- Full Quality - Maintains original resolution and quality
- Quick Access - One-click download via the download button
Best Practicesโ
Selection Workflowโ
- Enable Highlighting - Always start by enabling OCR field highlighting to see available data
- Use Tooltips - Enable tooltips to check confidence scores before processing
- Strategic Selection - Use multi-click for specific fields, marquee for grouped data
- Verify Quality - Check confidence scores, especially for critical data
- Batch Processing - Select multiple related fields for efficient data entry
Keyboard Shortcutsโ
- Ctrl + Click - Multi-select individual fields
- Ctrl + Drag - Create marquee selection
- Mouse Wheel - Zoom in/out on the document
- Arrow Keys - Navigate between search results
Performance Tipsโ
- Clean Selections - Regularly clear selections when switching between document sections
- Detached Window - Use detached view for complex documents or multi-monitor setups
- Zoom Appropriately - Adjust zoom level based on document text size and clarity
Troubleshootingโ
Common Issuesโ
Selection not working:
- Ensure you're holding the
Ctrlkey for multi-select and marquee operations - Check that the appropriate selection mode is enabled in the toolbar
Drag & drop not functioning:
- Verify that "Drag & Drop OCR Fields" is enabled
- Ensure you're clicking and holding on a valid OCR field
- Check that the target form field accepts the data type
Low confidence scores:
- Try adjusting zoom level for better text clarity
- Verify document quality and resolution
- Consider manual verification for critical data
Performance issues:
- Clear large selections when not needed
- Close detached windows when finished
- Refresh the page if the viewer becomes unresponsive
Summaryโ
The OCR Document Viewer provides comprehensive tools for efficient document processing:
โ
Navigate documents with zoom and page controls
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Visualize OCR fields with highlighting and tooltips
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Select multiple fields using click or marquee selection
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Extract data efficiently with drag & drop functionality
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Search for specific content within documents
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Detach viewer for multi-monitor productivity
Remember: Most selection tools require holding the Ctrl key to function properly!
With these powerful features at your disposal, you can process documents quickly and accurately, making the most of the OCR technology while maintaining control over data quality and extraction precision.