Business Card Indexing


The Business Card Indexing action gives you a simple way to update your Record with the contact data that was extracted from a business card image.


Use this action ONLY when you have OCR'd and SPLIT your documents using Recognize Business Card Data mode. That mode reads the business-card values and makes them available for use in this action.


A business card is a single-record document, so this action works with header-style fields only.


REQUIRES OCR: Documents must already be OCR'd in Business Card Indexing mode. The action throws an error if it does not find Business Card OCR data on the document.


What gets extracted


Contact fields, including:

  • First name and last name
  • Company / organization name
  • Job title
  • Work phone, mobile phone and fax
  • Email address
  • Website
  • Address


Options


Header Fields — This section lets you specify in which Record fields to write the contact data. For each data type, select or type the name of the field in which to write the value found on the card.


TIPS


  1. One business card per document gives the best results.
  2. Cards with reflective finishes or unusual fonts can be harder to read; capture them upright and well-lit for higher accuracy.


NOTE ON (AI): Reading the card with OCR/AI consumes tokens and may incur extra fees. Check with your sales rep for more information.