Configuring OCR routing

If you have installed the optional OCR module, have a valid OCR license and wish to routing incoming faxes based on the text content of the received fax image, you will need to do the following:

1. In the GFI FAXmaker Configuration, right click on the Advanced > OCR node, and select 'Properties' to set up the OCR engine options. This allows you to set up if you want to have the OCR text in the fax report, the maximum number of pages to convert and to set up language, spelling and correction options.

Screenshot 65 - OCR Engine Configuration - Specifying fax report and language options

2. Right click on the Routing > OCR node, and select 'Properties' to set up the OCR routing text matching engine options.

Screenshot 66 - General OCR Configuration - Specifying matching ratio and intelligent routing option

Matching ratio: The matching ratio is the confidence that GFI FAXmaker needs to have before matching the keyword or name to a recipient. The recommended matching ratio is between 60 and 80%, it should not be 100%.

The matching ratio is dependent on the quality of the fax. If the fax is of bad quality, OCR will not recognize all the letters on the fax. In this case a lower matching ration is required; otherwise the fax will not be routed. On the other hand, a low ratio may lead to faxes being forwarded to users who should not receive the fax. If the matching ratio is too low, some words, which are similar to the phrases, will be considered as being the phrases, e.g., with 60% ratio Jones and Jonen will be considered to be the same.

Intelligently route faxes based on user's first and last names: This option allows you to automatically route a fax if it finds a users name in the fax. You don't have to configure the users names, since GFI FAXmaker will retrieve the user names from Active Directory or the Exchange 5.5 directory automatically. Use this option if you have many users and don't want to configure custom search phrases for each user.

Adding an OCR route

1. Right click on the Routing > OCR node, and select 'New...'

Screenshot 67 - New search phrase - Creating a new OCR search phrase

2. Now enter the phrase that you wish the OCR routing engine to look for and click OK. The OCR search phrase will appear in the right pane of the GFI FAXmaker Configuration.

3. The search phrase options should come up automatically but if this is not the case double-click on the newly created search phrase. In the users tab, select to which user(s) the fax must be routed if the search phrase has been successfully matched.

4. Optionally configure a printer on which the fax must be auto printed if received in this route. To do this, select the appropriate printer in the printers tab. (Note that you must have configured the printer first in the Advanced > Printers node)