Hello!
We have a workflow where we have Evolve forms for Vendor and Customer creation, for example, and have supporting PDF documents attached. Often though, the supporting documents contain information that then needs to be manually entered by the Form user, despite it existing inside the documents.
Similarly, we are doing manual data entry in another use case where we have scanned PDF files, and we are uploading direct to SAP reading off those files which is a time consuming process.
My question is what approaches are available or best for automating these workflows? For the first situation, some sort of OCR bridge that hooks the machine-readable data taken from the PDF files into an Evolve form automatically, and then the Form user can fill in fields that were not able to be populated and review if there were any errors in the transfer of data from PDF to Form.
In the second situation, we'd want to introduce Evolve in between the data scan step and the manual entry into SAP, ideally taking that scanned data and auto plugging it into an Evolve form, to then handle the upload to SAP, reducing manual error and time from a user.
Any thoughts or directions from the community as to how to tackle this? Thank you!
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Raphael Hall
Self-Registration Shared Account
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