Installation guide for OCR for PDF and Scanned Documents

1. Installing the OCR for PDF and Scanned Document Processing app

1. 1. Use this link to open the app in the Zendesk marketplace.
   2. Click the Install button on the right.
   3. Choose the Zendesk instance for the installation.
   4. Follow the redirection to your Zendesk Admin space (ensure you have admin rights).
   5. Optionally, rename the app (default: "OCR for PDF and Scanned Documents by Knots") and set role or group restrictions.
   6. Click Install to complete.

2. Accessing the app

• Go to your agent workspace by clicking the four squares icon at the top-right, then select Support.
• In the Support workspace, click the OCR for PDF and Scanned Documents icon  on the left.
  Note: If you have numerous apps installed, it might be hidden under the three dots at the lower left part of your screen. Click on this icon to proceed.
  

3. Creating a trigger

• Open the app and click Create trigger.
  
  
  
• Add a name for the trigger.
• Select which file extensions you want to transcribe as text (pdf, jpg, jpeg, png, or heic).
• Add a tag when the trigger starts and when the document has been processed. For more information about why it's important to add tags when triggering, check this article.
• Add the destination field.
• Click Create.
• After the trigger is created, it will be inactive by default. Toggle Active option to turn it on. Alternatively, you can click the provided link to access the Admin center for activation and to extend trigger conditions. 

4. Optional: Enhance automation with Knots autofill modules

To maximize efficiency and reduce manual labor, consider combining the OCR for PDF and Scanned Documents app with the AI Ticket Autofill app or Ticket Parser app. While the OCR app extracts and digitizes text from scanned documents, these apps can automatically populate ticket fields with this information or other contextual data.

This combination allows your team to:

• Minimize repetitive data entry tasks.
• Ensure accuracy by reducing manual input errors.
• Speed up ticket processing times, enabling faster customer support.

By integrating these tools, you create a seamless workflow that leverages automation for a smarter, more efficient Zendesk experience.

For more information about the app, visit OCR for PDF and Scanned Documents in Zendesk.

If you have any questions or suggestions regarding this app, please reach out to us at support@knots.io or through our contact form.

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