How do custom extraction templates work in Accie OCR?

You define field names, target data types (string, number, date, currency), and optional/required flags. Accie OCR scans incoming forms and extracts matching fields into a structured JSON/Excel record.

Does testing or re-running a template consume additional page credits?

No. Testing a template against already extracted OCR text or re-applying a modified template to an existing job never re-charges pages. One submitted page equals one charge.

Can multiple form submissions be exported together?

Yes. When you process a batch of forms under a single template, Accie consolidates all records into one multi-row Excel or CSV spreadsheet for easy operational import.

Use cases · Operations & HR

Form OCR & Custom Templates

Define extraction schemas once. Extract named fields across hundreds of repeating forms, customer applications, and internal ops sheets into consolidated Excel, CSV, or JSON files.

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Quick answer

Accie OCR's Forms lane allows operations, HR, and vendor desks to build reusable extraction templates with named fields and data types. Apply them across single uploads or batch drops with human-in-the-loop correction and zero re-charge on template tests.

Common use cases for custom form templates

HR & Employee Onboarding

Employee joining forms, PF declaration sheets, gratuity nomination forms, and emergency contact records.

Extract full employee profiles automatically
Consolidate batch onboarding cohorts into one master sheet
Flag incomplete mandatory fields before saving

Vendor & Dealer Registration

Distributor agreements, vendor intake forms, banking mandate sheets, and trade registration applications.

Extract trade name, PAN, bank details, and signatory
Validate compliance fields against internal schemas
Export directly into ERP vendor masters

Field Inspection Checklists

Quality audit checklists, equipment inspection logs, site visit sheets, and warehouse intake slips.

Capture numerical measurements, check states, and dates
Batch process hundreds of daily inspection sheets
Export structured time-series data for analytics

Customer Application Forms

Membership applications, warranty registration cards, service agreement slips, and offline enquiry sheets.

Extract contact details, addresses, and model numbers
Feed extracted leads directly into CRM or databases
Eliminate manual data-entry backlogs

How template-driven extraction works

Create template: Add field definitions (e.g. employee_name [string], joining_date [date], salary_opted [amount]).
Sample test: Test the template on an existing OCR result to preview field mapping with zero page charge.
Upload batch: Drop a folder of scanned forms tagged with the template ID.
Human review: Workspace flags any low-confidence or missing mandatory fields for 1-click human verification.
Consolidated export: Export all records as a unified spreadsheet (.xlsx, .csv) or JSON payload for your internal database.

Zero re-charge guarantee: Testing templates on existing OCR text, updating template rules, or re-exporting completed files does not consume additional page units.

Try custom templates free → Back to OCR overview