Guide to Using Exam Receipt Recognition Feature in Forms

Feature Summary

The receipt recognition question is used to identify the information on invoices and tickets uploaded by candidates. It automatically recognizes receipt content through AI and fills it into the corresponding fields, reducing manual entry and improving filling efficiency.

Feature Description

Feature Dimension	Description
Membership Restriction	No membership restriction
Version Restriction	No version restriction

Operation Steps

Add Receipt Recognition Question

Feature Entry
「Edit」 tab → 「Other types of questions」 → 「Receipt Recognition」 button

1. Click the top 「Edit」 tab
2. Expand the 「Other types of questions」 area in the left panel
3. Click the 「Receipt Recognition」 button to add it to the form

Set the Receipt Type to Be Recognized

Feature Entry
Receipt Recognition question → 「Recognition Settings」 → 「Receipt Type to Be Recognized」 option

1. Click the added receipt recognition question
2. In the right 「Recognition Settings」 panel, click the 「Receipt Type to Be Recognized」 option
3. Select: Invoice/Ticket

Set Invoice Type Restriction

Feature Entry
Receipt Recognition question → 「Recognition Settings」 → 「Invoice Type Restriction」 option

1. Click the added receipt recognition question
2. In the right 「Recognition Settings」 panel, click the 「Invoice Type Restriction」 option
3. Select: No Restriction / Special VAT Invoice / General VAT Invoice, etc.

Set the Information to Be Recognized

Feature Entry
Receipt Recognition question → 「Recognition Settings」 → 「Information to Be Recognized」 option

1. Click the added receipt recognition question
2. In the right 「Recognition Settings」 panel, click the 「Information to Be Recognized」 option
3. Check the fields to be recognized

Enable Manual Filling

Feature Entry
Receipt Recognition question → 「Recognition Settings」 → 「Allow Manual Filling」 toggle

1. Click the added receipt recognition question
2. In the right 「Recognition Settings」 panel, turn on the 「Allow Manual Filling」 toggle

Enable Invoice Duplicate Check

Feature Entry
Receipt Recognition question → 「Recognition Settings」 → 「Invoice Duplicate Check」 toggle

1. Click the added receipt recognition question
2. In the right 「Recognition Settings」 panel, turn on the 「Invoice Duplicate Check」 toggle

Set Maximum Number of Uploads

Feature Entry
Receipt Recognition question → 「Upload Image Settings」 → 「Maximum Number of Uploads」 option

1. Click the added receipt recognition question
2. In the right 「Upload Image Settings」 panel, click the 「Maximum Number of Uploads」 option

Enable Save Uploaded Images

Feature Entry
Receipt Recognition question → 「Upload Image Settings」 → 「Save Uploaded Images」 toggle

1. Click the added receipt recognition question
2. In the right 「Upload Image Settings」 panel, turn on the 「Save Uploaded Images」 toggle

Set Image Naming Method

Feature Entry
Receipt Recognition question → 「Upload Image Settings」 → 「Image Naming Method」 option

1. Click the added receipt recognition question
2. In the right 「Upload Image Settings」 panel, click the 「Image Naming Method」 option

Enable Create Category Folder

Feature Entry
Receipt Recognition question → 「Upload Image Settings」 → 「Create Category Folder」 toggle

1. Click the added receipt recognition question
2. In the right 「Upload Image Settings」 panel, turn on the 「Create Category Folder」 toggle

FAQ

Q1: How to restrict the invoice types that candidates can upload?

• Solution: Click the receipt recognition question, then click 「Invoice Type Restriction」 in 「Recognition Settings」 and select the specified type.

Q2: How to prevent candidates from submitting the same invoice repeatedly?

• Solution: Turn on the 「Invoice Duplicate Check」 toggle in 「Recognition Settings」, and the system will perform a duplicate check on the invoice.

Q3: How to categorize and manage collected invoices?

• Solution: Turn on the 「Create Category Folder」 toggle in 「Upload Image Settings」, and the system will automatically categorize and summarize the invoices.

Notes

• Receipt recognition supports recognizing two types of receipts: invoices and tickets
• After enabling 「Invoice Duplicate Check」, duplicate invoices will not be accepted for submission