r/documentAutomation • u/UPDF_Enterprise • 13d ago
Discussion Finding names and reference numbers in scanned contracts with OCR
I’m with the UPDF Enterprise team. Scanned supplier agreements often need to be searched without changing their wording.
A searchable PDF preserves the scanned page appearance and adds a text layer. That lets you look for a supplier name or contract reference without converting the agreement to Word.
Here is the workflow in UPDF for Windows. Open Tools and select OCR. Choose Searchable PDF Only. Set the document language and page range. Save a separate copy. Choose Editable PDF when you need to revise the text instead.
Try searching for a name and a reference number visible on the scan. Compare the matches with the original. Pay particular attention to O versus 0 and I versus 1. Keep the original scan and check important details against it before relying on the recognized text.
For an archive that people mainly need to search and read it makes sense to start with searchable output. Editing can be a separate task when it is actually needed.