You use an external provider of OCR services to have PDF or image files turned into electronic documents that can be converted to document records in Microsoft Dynamics NAV. For more information, see How to: Use OCR to Turn PDF and Image Files into Electronic Documents.
To set up an OCR service
In the Search box, enter OCR Service Setup, and then choose the related link.
Fill the fields as described in the following table.
Field Description User Name
Specify the user name that represents your company’s login to the OCR service.
Password
Specify the password that is used for your company’s login to the OCR service.
Authorization Key
Specify the authorization key that is used for your company’s login to the OCR service.
Default OCR Doc. Template
Specify the document template that must be used by default for electronic documents that are received from the OCR service. Chose the field to pick a supported document template from the OCR Service Setup window.
Note To see any new document templates that the OCR service supports, choose the Update Document Templates List button in the OCR Service Setup window. Enabled
Specify if the service is enabled.
Note As soon as you enable the service, at least two job queue entries are created to process the traffic of electronic documents in and out of Microsoft Dynamics NAV. When you disable the service, the job queue entries are deleted. Sign-up URL
Specify the Web page where you sign up for the OCR service.
Service URL
Specify the address of the OCR service, which will be called when you send and receive files for OCR.
Sign-in URL
Specify the sign in page for the OCR service, which is where you enter your company’s user name, password, and authorization key to sign in to the service.
| Note |
|---|
| It is recommended that you protect the logon information that you enter in the OCR Service Setup window. You can encrypt data on the Microsoft Dynamics NAV Server by generating new or importing existing encryption keys that you enable on the Microsoft Dynamics NAV Server instance that connects to the database. This is described in the following procedure. |
To encrypt your login information
In the OCR Service Setup window, on the Home tab, in the Encryption group, choose Encryption Management.
In the Data Encryption Management window, enable encryption of your data. For more information, see Manage Data Encryption.
 Tip |
|---|
For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |