Configuring OCR routing

The OCR routing module allows you to route faxes based on keywords appearing in the fax. The OCR routing module is a separate module, and must be purchased and installed prior to configuring OCR routing.

After you have installed the OCR routing module, you can set-up OCR routing from the Routing > OCR node in the FAXmaker configuration.

General options

The OCR routing properties dialog

To set-up the general OCR routing options, right-click on the OCR routing node and select properties. The following options are available:

Attach OCR output to fax transmission: This option allows you to specify whether the OCR output must be attached to the incoming fax.

Pages to OCR: The number of pages that FAXmaker should scan for names and keywords.

Matching ratio: The matching ratio is the confidence that 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 Galea and Gales 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 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 custom search phrases

Besides routing based on a users name, you can also enter custom search phrases, for example 'Sales Department' and set-up a route for faxes addressed to the Sales department. To enter a custom search phrase:

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

Entering a new search phrase

  1. Now enter a search phrase for example 'Sales Department'. Click OK. The search phrase will appear in the right pane of the FAXmaker configuration.

Specifying to which user the fax must be routed

  1. Now double-click on the search phrase in the right pane. This will bring up the Search Phrase options. In the users tab, select to which user(s) the fax must be routed if the search phrase is found.


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