Technical FAQs

Cells does not support concurrent/collaborative editing of the same document. It is designed for a linear workflow where saved data is made available to authorized users, enabling them to start with a spreadsheet that was previously populated by someone else.

Spreadsheets are to finance what cranes are to construction. As a result, financial services organizations including traditional banks, tax companies, insurance agencies, and fintech firms opt for software-driven spreadsheet solutions as standard operating procedures. The problem? Ubiquitous spreadsheet software introduces a host of cybersecurity, compliance, and collaboration challenges, especially as regulatory and operational requirements evolve around the use, storage, and sharing of clients’ financial data.  Enter PrizmDoc Cells for finance. 

Accusoft’s newest addition to the PrizmDoc Suite — PrizmDoc Cells — offers both form(ula) and functional advantages for financial data entry and integrity.

Managing Market Forces

As noted by Forbes, the finance market is changing. Recent survey data found that 69 percent pointed to fintech firms as a “lifeline” during the current crisis. And these shifts are ongoing. Even once pandemic pressures begin to ease, there’s no going back from the speed and convenience offered to users when brick-and-mortar locations were locked down. 

Financial firms across multiple markets that made the move online application processing, claims evaluation, and loan approvals must now support these initiatives at scale — but many are now finding themselves frustrated by the limitations of current spreadsheet solutions.

Addressing Operational Challenges

Familiar spreadsheet software offers straightforward function: Staff can enter relevant data and derive actionable output through formulas. But these tools also pose problems for finance firms, including:

• • Operational errors — As noted by CFO, 88 percent of spreadsheets contain some type of error. These include errors in formulas, human data entry issues that create impossible data ranges, and even hidden fonts that can impact the outcome of calculations. This is no small issue — for one financial firm, a missing negative sign caused a 2.6 billion dollar mistake in reporting net capital losses, forcing the company to cancel year-end dividend distributions.

• • Version consistency — The more people handle and modify a spreadsheet, the harder it is to identify the “right” version. This becomes especially problematic as spreadsheets are saved to desktops or mobile devices, then modified and sent back into corporate email environments.

• • Data security — While email presents a significant spreadsheet security risk, the same is true of any solution — cloud-based, on-premises or a mix of both — that allows users to download, copy, and share spreadsheets. Consider the case of a well-meaning user who downloads a financial spreadsheet from a cloud app and then sends it to his personal email so he can work on them remotely. If this email account is compromised, so too are any supposedly secure spreadsheets, putting financial firms at risk of regulatory compromise.

• • Ongoing Time and effort — From the time needed to track down and verify the most recent and accurate version of key spreadsheets to the effort required if data is entered incorrectly and requires remediation, current software tools often see staff focused on putting out formula and framework fires instead of moving financial firms forward.

Gaining Control with PrizmDoc Cells for Finance

PrizmDoc Cells changes the spreadsheet paradigm by shifting data out of proprietary software and into the application of your choice. As a web-based spreadsheet viewer and editor designed to natively support XLSX files, PrizmDoc Cells provides the ability to securely embed spreadsheet data into any website, intranet, portal or CMS application without compromising security. This makes it possible for independent software vendors (ISVs) and other fintech providers to deliver the best of both worlds: Familiar functions in a user-friendly, online form that’s separated from the critical formulas and proprietary business logic behind-the-scenes.

Key benefits of PrizmDoc Cells for finance include:

• Solve for proprietary dependencies — Excel remains the de facto spreadsheet standard for many organizations but also locks financial firms into a cycle of software dependency — and if legacy applications or in-house tools don’t work well with Excel, firms face extra operational steps to ensure reliable data access. PrizmDoc Cells solves this proprietary problem by allowing any application to import, edit, and export XLSX files without Excel dependencies.

• Safeguard source data — In many cases, end-users need to view spreadsheets and make minor edits but can’t be granted access to original files. With PrizmDoc Cells, fintech providers can secure intellectual property by removing end-user access to proprietary source files, encrypting the data, and hosting it securely in their own environments.

• Separate underlying logic and UI — While proprietary business logic, formulas, and calculations form the basis of spreadsheet value and actionable insight, users don’t need the ability to see — or modify — these functions. PrizmDoc Cells lets administrators control what’s visible, what’s accessible, and what’s changeable to ensure spreadsheet consistency.

• Streamline version control — By removing the need for client-side software installs and downloads, PrizmDoc Cells sets the stage for enhanced version control. While users can view and edit spreadsheets with the right permissions, these spreadsheets are continually updated with the most recent changes to ensure version consistency. 

• Start ASAP — PrizmDoc Cells makes it easy for companies to get started and get building their best-fit spreadsheet solution by using the simplicity and speed of Docker containers. Instead of worrying about potential conflicts with other software or issues with specific operating system requirements, companies can start up a PrizmDoc Cells container in a matter of seconds.

Securely Embed Your Data Now

Even as the value proposition evolves, the volume of spreadsheets processed by financial firms continues to grow. For industry operators, this presents a challenge: How do they align evolving client expectations with current spreadsheet limitations? 

For ISVs, this offers an opportunity. Empowered by PrizmDoc Cells, vendors can offer a new take on spreadsheet form and function that delivers ease of integration and on-demand customization without breaking the bank — or increasing regulatory risk.

Unlock the PrizmDoc Cells potential — try the online demo today and experience the future of formula and function.

Having the right technology in place is essential for healthcare organizations seeking to deliver better patient outcomes. That’s why medical technology developers are working hard to build the next generation of software tools that will help medical professionals to deliver care more effectively. 

Annotation features provide a number of benefits in these ongoing efforts. Although typically associated with editing and workplace collaboration, medical annotations also have a very different and very specific role when it comes to diagnostic imaging and patient health records.

Enhancing Healthcare Collaboration with Annotations

One of the most straightforward use cases for medical annotation is communicating important information regarding diagnostic images. As images like MRIs and X-rays are passed back and forth between providers, radiologists, technicians, and clinicians, the ability to add comments and point out important details greatly reduces the chance of confusion or of some critical detail being overlooked.

The challenge in these cases, however, is to annotate images and documents without altering the integrity of the original files. This requires healthcare technology developers to build solutions that can retain an unaltered version of the file even as multiple collaborators view and make comments. 

Medical Annotation and Machine Learning

Healthcare solutions are rapidly incorporating sophisticated machine learning tools to analyze large quantities of data and make a quick, accurate diagnosis of conditions. Before these powerful tools can perform that diagnostic work, they need to be properly trained to know what they’re looking for, especially when it comes to very nuanced differences between scanned images and seemingly unrelated details in patient records.

By using annotation tools, medical technology specialists can provide excellent guidance for machine learning development. An MRI scan, for instance, contains so much information that an AI-driven program isn’t going to know what to look for unless the key elements are called out with annotations that indicate certain parts of the image or provide comments about noteworthy aspects.

The DICOM Dilemma

While many software integrations allow developers to incorporate annotation tools for common file formats like PDF and JPEG, the healthcare sector presents a unique challenge in the form of DICOM files. This industry-specific format contains both images and important metadata identifiers that provide information about the image itself and the patient in question. While there are ways to extract images from DICOM files and convert them into a more manageable format, doing so could endanger compliance status or permanently degrade the image quality.

Developers working on healthcare technology solutions need to make sure they can not only deliver annotation tools, but also the ability to add annotations to DICOM files without altering the source file itself. 

Mastering Medical Annotation with ImageGear Medical

ImageGear Medical provides a broad range of XML-based annotation features that allows healthcare software developers to implement UI elements for marking up both images and documents. Since this powerful imaging SDK also gives users the ability to create and view DICOM files, it can quickly enhance the functionality of medical applications to enhance collaboration and ensure diagnostic accuracy.

Once integrated into an application with a viewing UI, ImageGear Medical supports several commonly-utilized annotation marks that makes it easy for users to highlight certain aspects of an image, comment on them, and even cover up some elements using filled-in graphical objects. Annotations can also be grouped in layers to make them easier to manage and distinguish from one another.

ImageGear Medical annotation objects for DICOM include:

• Text: Adds descriptive text using a variety of fonts, colors, and sizes. Opacity can be adjusted and the text object can appear with or without a border.
• Point: Places a coordinate point on the image or document, which can be used to support other annotation marks.
• Polyline: A series of connected straight lines formed by dragging and clicking a mouse or pointer.
• Curve: Used for creating spline curve marks. Users can select multiple vertices and tensions when creating curves.
• Ellipse: A circular outline mark that can be used to indicate important elements of an image or document. When filled, it can also cover up areas of the image.
• Polygon: Like the ellipse, it can be filled or unfilled and is typically deployed to cover or highlight some aspect of an image or document. Polygons are especially useful for medical annotation because they can capture more lines and angles than simple rectangles or circles.

In order to maintain the integrity of the original image, ImageGear Medical stores annotations as a separate file that is overlaid upon the image during display. While annotations can be merged, or “burned in” the file, keeping them separate ensures that the original image itself is not altered directly. This is incredibly important when it comes to DICOM files, which often need to be kept on file for baseline comparisons on a future diagnosis.

Enhance Healthcare Flexibility with ImageGear Medical

Annotations and DICOM viewing support are just the beginning of ImageGear Medical’s expansive feature set. It also provides advanced filtering tools for sharpening and smoothing as well as image cleanup functions like despeckling, noise removal, and deskewing. With support for several dozen medical image and document formats, ImageGear Medical can easily convert files into easy-to-manage formats and compress files for efficient storage.

Available for .NET and C/C++ environments, ImageGear Medical can turn your healthcare application into a powerful annotation platform with full support for DICOM files. Start your free trial of this powerful SDK to discover first-hand how it can empower your medical annotation solution.

The ability to watermark documents is essential for many businesses. By utilizing watermarks, organizations can quickly brand their assets and take steps to protect their valuable intellectual property. When identifying mission critical document features for their applications, developers need to keep in mind all the ways that watermarks continue to be deployed for a variety of use cases.

What Is a Watermark?

A watermark is a semi-transparent line of text or an image that is embedded into a file to indicate that it belongs to a person or organization and cannot be reproduced or distributed without permission. In most instances, watermarks are visible, but some text-based watermarks are embedded in such a way that they only become visible after the document is scanned or printed.

Digital watermarks are one of the earliest and most effective forms of security for documents and images. They are most commonly used by photographers who want to protect their images from unauthorized usage. Their watermark is superimposed over the image, making it difficult to remove without also damaging the source image in the process. 

The same basic principle applies to documents, especially PDF files that are easy to download, view, and distribute. Many organizations continue to add specialized watermarks to their documents to protect both confidential information and intellectual property. Understanding which types of watermarks to use and why is an important aspect of effective document security.

Why Should You Watermark Documents?

There are a few reasons why an organization may want to watermark documents. Although they’re most often associated with security, they can be used for other purposes as well. Here are a few major use cases involving document watermarks:

Classify Documents More Easily

File management can be a challenge for organizations of all sizes. While steps like naming conventions can help somewhat, it can be difficult to keep track of which files can be shared openly and which ones should only be opened and viewed within a secure application environment. Watermarks can be added to documents to indicate how they should be handled. A contract that’s labeled “Confidential,” for instance, makes it clear to the user that they should follow the proper security precautions when viewing the file, such as not leaving the screen open unattended or not sharing their screen with another participant on a video call. It also removes any ambiguity about the nature of the document.

Track Your Documents

While many free watermarking tools only allow users to add a generic logo or text to a document, dedicated viewing solutions like PrizmDoc Viewer can create watermarks that contain unique identifiers, making it easier to track documents throughout their lifecycle. This makes it easier to track down the source of a leak or breach if a file ends up somewhere unexpected. In addition to the security benefits, customized watermarks that include a user name, time stamp, or revision number helps organizations maintain better version control over their documents and avoid any confusion over which file is the most up-to-date.

Discourage Unauthorized Distribution

Watermarks are an easy way to indicate ownership of a document and its contents. While many files, and PDF files especially, are protected by some form of digital rights management (DRM) that limits who can open, edit, or copy them, this form of security is often circumvented by inventive tactics like taking a screenshot, capturing video footage, or even photographing a screen with an external device. 

If the captured document has a watermark, it will be quite difficult for someone to distribute the file without revealing the owner. While it’s possible to remove a watermark without damaging the document contents, doing so can be a difficult and time-consuming process that often isn’t worth the effort. More importantly, if the watermark contains identifying information, it’s often possible to find out where a security breach occurred and then locate those responsible for it.

How to Watermark Documents

While many organizations understand the value of adding watermarks to their documents, they often don’t have the tools in place to do so effectively at scale. There are a number of free watermarking web applications available, but these sites typically require a file to be uploaded first, which creates a huge security risk for most businesses. In many cases, this process is also irreversible because it burns the watermark into the document itself. 

Microsoft Word can easily add watermark text or images to a document, but they’re also quite easy to remove. In fact, a quick Google search points to multiple resources for removing Word-based watermarks from both DOCX and PDF files.

PrizmDoc Viewer supports multiple forms of document watermarks natively within an application, including identifying text, diagonal text, and images. More importantly, since the watermark is associated with the document viewing session, it isn’t applied to the source document itself, which remains secure within the main application. Watermark document properties can be specified to include more than one watermark in a viewing session, even supporting mixed types on different areas of the page.

Text Watermarks

The watermark API for PrizmDoc Viewer allows users to adjust the location, size, and style of the text. Information included can be adjusted based on document needs.

Diagonal Text Watermarks

PrizmDoc Viewer can apply a single directional text watermark across the center of the page. By including control characters in the text string, it’s possible to create line breaks in the text.

Image Watermarks

The watermark API can also add a transparent PNG file to the document, which is ideal for displaying a company logo. PrizmDoc Viewer can adjust the opacity of the watermark regardless of whether it’s an image or text.

By adding multiple watermarks, organizations can easily brand their files across the company while also providing effective tracking information for individual documents.

Start Watermarking Documents Today with PrizmDoc Viewer

A fully-featured HTML5 viewer, Accusoft’s PrizmDoc Viewer is easily integrated into web applications in need of comprehensive viewing and document management capabilities. In addition to watermarking, it delivers conversion, OCR, annotation, and redaction support for more than 100 different file types. Get a hands-on view of how easily PrizmDoc Viewer can apply custom watermarks to your documents with our watermarking API demo.

For today’s healthcare organizations, having a versatile electronic health records (EHR) system is essential for running an efficient practice and connecting to other medical providers. Thanks to EHRs, practices can ensure that they’re getting a complete picture of a patient’s health and treatment history, which allows them to deliver much better care outcomes. As developers continue to refine the usability of these systems, they need to consider how they can improve core features like healthcare electronic document management and medical imaging support.

Managing Medical Documents

A typical EHR system has to be able to handle quite a lot of document types. Anyone who has visited a healthcare provider is quite familiar with the myriad forms used to gather patient information. Many of those forms end up being converted into digital formats that need to be managed within the EHR system. Then there are digital versions of lab reports, physician notes, invoices, and financial documents. 

While EHR systems may utilize databases to store much of the information they need, healthcare providers still need to be able to produce physical documents and view digital files in many situations. This could include communicating information to patients, complying with regulatory requests, or filing a financial claim of some kind. More importantly, they also rely on digital documents to enter data into the EHR system. The push toward interoperability between EHR systems has improved information sharing, but there are still many instances where medical records are delivered in the form of a document that needs to be managed securely.

Document Conversion

If an EHR application lacks the right file conversion capabilities, viewing and extracting data from those documents could prove difficult. The last thing a practice wants to do is actually remove them from the secure EHR system to open and convert the files using separate software that may not be compliant when it comes to handling healthcare information. Even if the external application is secure, transferring files over, converting them, and then transferring them back is both inefficient and creates unnecessary risk (especially if someone forgets to delete the original file or move it back into the EHR environment).

ImageGear Medical has a document conversion feature that supports a wide range of file types, allowing developers to build EHR applications capable of quickly converting incoming documents. They can even set up their solution to perform conversion tasks programmatically to help streamline workflows and minimize human error. This helps practices to get a better handle on document management, ensuring that they will be able to do everything they need with files completely within the EHR application.

Other Essential Document Features

But ImageGear Medical’s document capabilities go far beyond just conversion. With full annotation support, developers can provide markup tools within the EHR system that allow physicians to make notes and comments on various documents. This allows them to share information much more easily. If a physician has a question about a diagnosis or a prescription, for instance, they can simply leave an annotation note directly on the document rather than referring to it in a separate message.

ImageGear Medical also allows applications to perform full-page optical character recognition (OCR), which can quickly read and extract text from document and image files. This feature is especially useful for capturing text from scanned images of documents, which can then be used to create a searchable PDF or fill form fields within the EHR system. The OCR engine not only reads most Western languages, but also detects and reads several Eastern language characters.

Managing DICOM Files

One of the biggest challenges healthcare organizations face is with managing medical imaging files. When providers need to send X-Rays, MRIs, or CT Scans, they use a standardized file format known as Digital Imaging and Communications in Medicine (DICOM) files. These files are more than just image files, however. They contain extensive datasets that provide a patient’s information along with image pixel data for multi-dimensional medical scans. A DICOM file can be quite large due to the high-resolution image data used by most medical imaging equipment.

Although most EHR systems are capable of transmitting DICOM files (via a DICOM out or DICOM send feature), they usually can’t actually view them in their native format. Since Windows doesn’t recognize them as image files, additional viewing software is typically needed to open and view them. This is why physical storage, like discs and flash drives, are often used to transfer DICOM files along with the necessary viewing software.

ImageGear Medical helps to solve the DICOM dilemma thanks to its extensive conversion and compression capabilities. By decoding the complex data contained within the file, ImageGear Medical can convert DICOM files into image formats that are much easier to view and manage. This is especially useful for smaller practices that don’t have a picture archiving and communication system (PACS) capable of storing, retrieving, distributing, and viewing high-quality medical images. 

Converting DICOM files makes it possible for healthcare professionals to view them on any device connected with their EHR system. That could include tablets or other IoT devices that healthcare technology companies are rolling out to put critical medical data on the front lines of everyday care. Developers can also use ImageGear Medical’s conversion tools to allow their EHR system to share viewable versions of diagnostic scans with patients, allowing practices to make good on the promise of providing patients access to their essential health data at all times. 

The sheer size of DICOM files makes them difficult for many practices to manage. Simply compressing them tends to degrade the image data, which can create significant problems when files are unpacked and opened for viewing. Losing even a small degree of image quality can make it much harder to render an accurate diagnosis. In some cases, poorly designed compression can even make it nearly impossible to uncompress again at all. Thanks to powerful lossless compression technology, ImageGear Medical makes it easier to share medical images between providers without damaging the integrity of the original data.

Expand EHR Capabilities with ImageGear Medical

Accusoft’s imaging, conversion, and compression technology has been supporting the needs of the healthcare industry for decades. As developers work to expand the capabilities of their EHR applications, our engineers are busy improving the medical SDKs that will provide them with the features they need to stand out in a competitive market. 

ImageGear Medical utilizes a combination of efficient code and elegant APIs to deliver the document and image processing tools EHR systems require. For a closer look at this dynamic SDKs capabilities, check out our extensive developer resources today or download a free trial to get started.

As one of Accusoft’s core initiatives, diversity and inclusion has always been top-of-mind for our leadership and our teams. With recent events, it is crucial for us to reflect as an organization and as human beings on what we can do to better serve our community and provide a safe space for our employees to share ideas.

In response to the heightened awareness of non-inclusive behavior throughout societal structures and communities, it is our responsibility to continuously promote an inclusive community and to celebrate diversity within our organization.

As an ongoing initiative to incorporate more of our core values into our everyday work routines, several diversity and inclusion initiatives have been implemented to help our teams grow and learn from each other. Some of the most recent initiatives include an activism Slack channel, a monthly discussion on educational resources, celebration of Juneteenth, and more. 

“I believe that every one of us has some work to do when it comes to changing the societal norms,” states Jack Berlin, CEO of Accusoft. “At Accusoft, we are committed to being an active ally in that change and consistently making our work environment an inclusive place, where diversity is celebrated.”

A Celebration of Juneteenth

In celebration of Juneteenth, Accusoft hosted an information session to provide insight into the reason for the holiday, traditions, and local or virtual events in the area. It was an opportunity for employees to come together to learn, ask questions, and understand each other. 

The meeting was hosted by an Accusoft team member who put together a presentation to share the history of the day and how it can be more widely acknowledged in our society. During the discussion, several team members took part in the Q&A session, providing information and resources about related topics, asking questions, and sharing thoughts about current events. 

“Most of us still have a lot to learn so it’s important for us to create a safe space for our employees to share their thoughts and feelings – even on difficult topics. As leaders, we are committed to lead by example and be vulnerable and open in this dialogue,” says Megan Brooks, V.P. of Marketing. “As an organization, we are committed to improving the diversity and inclusion of Accusoft’s team members and continuing to grow in our approach to this core value.”

Activism Slack Channel

One of the many great initiatives that Accusoft has implemented is an activism Slack channel for any employees who want to share news, resources, and events happening in the community. The channel is booming with new ideas, providing a safe way for employees to communicate about current events and share thoughts on how these situations impact them on a professional and personal level.

“The activism channel was created to give people a place to freely express their views, learn from one another, and figure out ways to help our community,” says Christine Hairelson, Sr. Director of Human Resources. “We were hearing that people wanted to get involved, but didn’t know how to help. This channel provides a platform for us to discuss, share, and learn about ways we can take action at home, in our workplace, and throughout our community.”

Educational Resources & Discussions

In addition to the Juneteenth meeting and the activism Slack channel, Accusoft is raising awareness around diversity and inclusivity by providing a safe community for resource sharing including books, podcasts, movies, music, and more. Once a month, the community meets to discuss these resources.
“When we first started planning these meetings, we wanted to choose a resource that would help us talk through some of the difficult topics that we are facing as a society,” shares Tracy Schlabach, Sr. Manager, Product & Customer Marketing. “The book, Blind Spot, was chosen to be the first resource we share together because it explores our innate biases with an Implicit Association Test. In our first meeting, we discussed the test and our results. We explored how we each felt about those things and are working to be more aware of what we encounter on a day-to-day basis. It’s really eye-opening.”

Reaching a Base of Diverse Applicants

While Accusoft has always valued diversity, there is room for improvement in scoping out a wider talent pool. Accusoft is reviewing its resources for talent sourcing and exploring new ways to bring in a more diverse talent base. Whether those initiatives mean getting involved with universities to inspire and motivate women to pursue careers in technology, or widening our reach to offer more flexibility when it comes to working remotely in different parts of the country, Accusoft is currently reviewing its options for increasing diversity on its teams. 

“Accusoft has always prioritized diversity and inclusion in its hiring processes. With recent events, we wanted to explore what we could do better to expand our pool of diverse applicants and identify diverse panelists for interviews, says Khristina Jones, Corporate Recruiter at Accusoft. “We want to make sure that our culture is not only inclusive, but representative of our core values and beliefs.”

At Accusoft, we value diversity and inclusion as one of our core values. We are consistently working to improve our policies, procedures, and involvement in our community as we evolve. We remain committed to providing a safe environment for our employees and standing alongside them as we all advocate for a better future.

Effective document management is now a top priority for organizations, but for many, it remains a challenge. As noted by recent AIIM survey data, companies are struggling to handle both the documents they have and the rapid uptake of new information. In fact, 43 percent said their biggest priority is effectively leveraging the structured and unstructured content they already have, while 57 percent are focused on understanding the overwhelming big data.  Optical character recognition (OCR) is a critical component of document management.

For software development firms, this poses a particular challenge. Products are no longer feature complete without critical end-user functions such as advanced optical character recognition and powerful search. However, adding this functionality is not as easy as it sounds. Developers building out this comprehensive construct from the ground up requires both time, effort, and continued maintenance, which is a large undertaking for any company.

Accusoft’s ImageGear SDK offers a way to bridge the OCR gap with comprehensive image processing and manipulation capabilities that both streamline software development and deliver on end-user expectations.*

What is ImageGear?

ImageGear easily integrates into existing applications to deliver cutting-edge document management functionality at scale. Available for both .NET and C/C++ frameworks, ImageGear allows developers to quickly deploy and white-label key features including image processing, manipulation, conversion, and PDF and document search.

This add-on OCR functionality delivers highly-accurate optical character recognition to any .NET (C#) or C/C++ application. ImageGear’s OCR add-on provides full-page character recognition for more than 100 languages — including both Western and Asian languages such as Korean, Japanese, and Chinese character sets. It’s capable of recognizing multiple languages within a single image for enhanced document management. Other OCR features include:

• Automatic page segmentation into individual zones for processing
• Type assignment per zone based on defined flows, tables, or graphics
• Table detection with advanced technology to enhance data reconstruction output
• Entire page or individual region image processing
• Zone definition by user, existing files, or detected automatically by the OCR engine

In addition, software developers can enhance ImageGear OCR functionality by leveraging both predefined and customizable dictionaries to ensure validated results using regular expressions. 

Why Optical Character Recognition (OCR) Matters to End-Users

Advanced OCR integration makes it easier for end-users to find what they’re looking for, when they’re looking for it. Instead of forcing users to find additional apps that deliver specific services, in-app OCR delivers increased satisfaction by streamlining user search functionality.

Common use cases include:

• Legal eDiscovery — The eDiscovery process is a critical — and often complex — stage of legal case preparation. Firms need to quickly find key terms, phrases, and images within legal documents to ensure they meet both client expectations and compliance obligations. With many forms now scanned and stored in non-standard file formats that contain form fields, text boxes, and digital imagery, OCR is essential to help lawyers streamline the process of eDiscovery at scale.

• Financial Document Processing — Clients now expect loan applications and credit card applications to be processed at scale and speed. This is especially critical as firms embrace the idea of remote work — both staff at home and those in the office need end-to-end OCR functionality to deliver complete document management.

• Insurance Documentation Assessment — Insurance claims are both complex and comprehensive, requiring complete documentation from clients, contractors, and compliance agencies. As insurance firms move to tech-first frameworks to enhance document processing, speed, and accuracy, OCR makes it easy for staff to find specific data and ensure documentation is complete. 

Integrating OCR

Advanced OCR functionality won’t deliver expected outcomes if integration is cumbersome and complex. ImageGear streamlines this process with easy SDK implementation for both .NET and C/C++.

ImageGear .NET can be easily deployed on multiple platforms. These .NET deployments include ASP.NET functions such as image display, thumbnail display, annotation support, and cloud capture along with WPF printing and annotation support. ImageGear for C/C++, meanwhile, offers support for several platforms as well. Check out the developer resources section to see an updated list.

How Your Clients Use Optical Character Recognition (OCR)

PDFs remain the go-to file format for many industries, offering both standardized image and text conversion along with the ability to easily set or restrict document permissions. The problem? PDFs are notoriously difficult to search, making it hard for end-users to quickly find the text or data they need.

ImageGear makes it easy to OCR PDFs using the ImGearRecPage.Recognize Method, which leverages the zone list of the image to deliver accurate OCR — or, if this list is empty, automatically calls the page-layout decomposition process (auto-zoning) to complete the OCR process.

C# supports OCR to PDF.

using System.IO;
using ImageGear.Core;
using ImageGear.Formats;
using ImageGear.Evaluation;
using ImageGear.Recognition;

namespace ImageGearTest
{
    class Program
    {
        static void Main(string[] args)
        {
            // Initialize evaluation license.
            ImGearEvaluationManager.Initialize();
            ImGearEvaluationManager.Mode = ImGearEvaluationMode.Watermark;

            // Initialize the Recognition Engine.
            ImGearRecognition igRecognition = new ImGearRecognition();

            // ImageGear assemblies require explicit initialization at application startup.
            ImGearCommonFormats.Initialize();

            // Open a FileStream for our output document.
            using (FileStream outputStream = new FileStream(@"c:\temp\outputDoc.txt", FileMode.OpenOrCreate, FileAccess.ReadWrite))
            {
                // Open a FileStream for our source multi-page image.
                using (FileStream multiPageDocument = new FileStream(@"c:\temp\test.tif", FileMode.Open))
                {

                    // Load every page of the multi-page document. Starting at page 0 and loading the range of spaces specified.    
                    // Since the range is -1, that specifies that all pages shall be loaded.     
                    ImGearDocument doc = ImGearFileFormats.LoadDocument(multiPageDocument, 0, -1);

                    // Determine the amount of pages in the multi-page image.
                    int numPages = ImGearFileFormats.GetPageCount(multiPageDocument, ImGearFormats.UNKNOWN);

                    // Recognize each page of the multi-page document and add the results to outputStream.
                    for (int pageNumber = 0; pageNumber < numPages; pageNumber++)
                    {

                        // Cast the current page to a raster page and import that page.
                        using (ImGearRecPage igRecPage = igRecognition.ImportPage((ImGearRasterPage)doc.Pages[pageNumber]))
                        {

                            // Preprocess the page.
                            igRecPage.Image.Preprocess();

                            // Perform recognition.
                            igRecPage.Recognize();

                            // Add OCR results to the outputStream.
                            igRecognition.OutputManager.WriteDirectText(igRecPage, outputStream);

                        }
                    }
                }

            }
            // Dispose of objects we are no longer using.
            igRecognition.Dispose();
        }
    }
}

OCR Access and Analysis

Advanced OCR isn’t enough in isolation — developers must also empower end-users to quickly access and analyze OCR output. ImageGear offers multiple options to help streamline this process, such as:

• Storage of Output as Code Pages
• Export to Text Format
• Export to PDF
• Export to MRC PDF
• Export to a Formatted Document

Find Your Best Fit

ImageGear OCR makes it easy for end-users to quickly search critical documents, find the data they need, and analyze optical character recognition output, but don’t take our word for it. Seeing is believing. Test ImageGear in your own environment and discover the difference of advanced OCR. 

*Optical character recognition is an ImageGear add-on and must be requested upon purchase of a license.

As part of its ongoing mission to serve the specialized needs of today’s largest enterprises, IBM offers multiple solutions for managing business content and a wide range of digital assets. The ECM family of services and solutions helps organizations capture, protect, activate, analyze, and engage with their content to generate better insights that can inform decisions. While many enterprises still deploy their ECM on-prem, IBM also offers the cloud-native FileNet Content Manager, which incorporates some of the company’s latest innovations in AI to derive more value from unstructured content.

Managing high volumes of documents can quickly become a burden for even the most resourceful businesses. Implementing some form of document management system is essential for keeping up with the steady tide of files that need to be identified, sorted, and routed to the proper workflows. Many developers are turning to barcode capture software as a means of rapidly integrating those essential content processing features into their applications.

Barcode Data Capture

Organizations are always seeking out new ways to maximize efficiency when it comes to business processes. Sometimes, however, the ideal solution doesn’t involve some new innovation, but rather a new application of existing technology.

Barcodes have been a mainstay of the retail and logistics industries for decades. They have proven themselves to be an efficient means of tracking items as they move through a supply chain and instantly providing data that would take time and effort to obtain manually. By simply reading a barcode, software systems can immediately connect an item to information stored in a database, which improves both efficiency and accuracy for any use case that involves managing assets.

While most people associate them with physical items, barcodes are increasingly moving out of the warehouse and into the digital office. Document capture automation software and enterprise content management systems can both leverage barcode technology to help streamline workflows and make it easier to manage complex document databases.

Integrating Barcodes into Document Management Solutions

Documents remain an integral component of large and small businesses alike. From financial records and human resources data to customer-facing forms and legal contracts, organizations both generate and gather documents at an incredible rate. Without some way of managing digital files automatically, they’re forced to rely on manual processes like visually matching account numbers or tracking IDs and laboriously reviewing every document to determine where it needs to be sorted.

Barcodes offer a convenient and relatively simple way of integrating automated data capture into a document management system. Rather than building out countless templates or relying on sophisticated machine learning software to identify different types of documents, developers can instead assign unique barcodes to documents as they enter an automated workflow. Barcode capture software can then quickly read the barcode to instantly identify the document and route it to the appropriate destination.

For instance, an insurance application form submitted by a potential customer may need to be pushed through to an adjustor’s workflow, but another form that provides supplemental information about the account might be safely routed to the customer’s file for future reference. Barcodes make it possible for the document management application to accurately identify every type of document travelling through the system, ensuring that everything ends up in the proper destination.

For larger, multi-page documents, barcodes also help ensure that individual pages are kept together in a batch. All documents in a series can be labeled with a barcode, which reduces the risk of pages being lost or mixed up with pages from another batch. This is especially important for organizations that scan physical documents into digital form. Since every document has a barcode, the document management system will automatically know what it is, what other documents are associated with it, and where it needs to be stored as soon as it’s scanned into the system. There’s no need to waste time and resources manually classifying or organizing documents as they’re scanned.

5 Benefits of Barcode Data Capture

1. Speed and Efficiency: Incorporating barcodes into a document management solution streamlines workflows by eliminating the need to sort files by hand. They also make it easier to retrieve information quickly to accelerate other business practices.
2. Accuracy: Barcodes ensure that documents are processed correctly and routed to the proper workflows. Since scanning occurs automatically, common human errors like misread document ID numbers or incorrect keystrokes are largely eliminated.
3. Cost Savings: A reliable and simple technology to implement, barcode capture software is easier to implement and maintain than more sophisticated machine learning tools that perform similar document management functions.
4. Flexibility: While ideal for document management, barcodes can be applied to almost any business practice that involves tracking and information retrieval. Barcode data capture technology adapts easily to different departmental use cases within an organization.
5. Productivity: Transitioning to an automated document management system not only increases processing speeds, but also frees up valuable resources. Employees spend less time sorting and searching for documents, allowing them to focus their efforts on higher value tasks that will help an organization grow.

Enhance Your Data Capture Potential with Barcode Xpress

Accusoft’s Barcode Xpress is a versatile barcode SDK that integrates easily into your application to provide support for more than 30 distinct barcode types. Capable of reading and writing both 1D and 2D barcodes, Barcode Xpress has been optimized for speed and accuracy with regard to document processing. Locate and recognize barcodes anywhere on the page within milliseconds to extract vital data that can be passed along to your document management solution.

Barcode Xpress uses a flexible processing system that can read damaged, poorly printed, and skewed barcodes with ease. With a reading speed of up to 1,000 pages per minute, this powerful SDK can easily meet the content management needs of any business. Start your free trial to see how you can implement Barcode Xpress within your current application environment.