Guide to Using ID/Certificate Recognition Feature in Forms Group Form on Desktop

Feature Summary

ID/Certificate Recognition questions are used to recognize the ID/certificate information uploaded by respondents. It automatically recognizes information such as name, gender, ethnicity, date of birth, address, and ID numbers on the ID card without manual entry.

Feature Description

Feature Dimension	Description
Membership Limit	No membership limit
Version Limit	No version limit

Steps

Add an Certificate Recognition Question

Feature Entry

"Edit" tab > "Advanced Question Types" > "ID/Certificate Recognition" button

1. Click the "Edit" tab at the top.
2. Expand the "Advanced Question Types" area in the left panel.
3. Click the "Certificate Recognition" button to add the ID/certificate recognition question to the Group Form.
4. Enter the question content in the question editing area, such as "Please upload a photo of your ID card."
5. Respondents click "Please upload a photo of the portrait side for recognition" to upload their ID card.

Set the Certificate Type to Be Recognized

Feature Entry
ID/Certificate Recognition question > "Recognition Settings" > "Certificate Type to Be Recognized" option

1. Click the added ID/certificate recognition question.
2. Click the "Certificate Type to Be Recognized" option in the "Recognition Settings" panel on the right.
3. Select: ID Card/Bank Card/Driver's license/Vehicle License/Household Register/Passport/Business License.

Set the Information to Be Recognized

Feature Entry
Certificate Recognition question > "Recognition Settings" > "Information to Be Recognized" option

1. Click the added Certificate recognition question.
2. Click the "Information to Be Recognized" option in the "Recognition Settings" panel on the right.
3. Select the fields that need to be recognized or click Select All.

Enable Allow Manual Entry

Feature Entry
Certificate Recognition question > "Recognition Settings" > "Allow Manual Entry" switch

1. Click the added Certificate recognition question.
2. Turn on the "Allow Manual Entry" switch in the "Recognition Settings" panel on the right.

Enable Save Uploaded Images

Feature Entry
Certificate Recognition question > "Upload Image Settings" > "Save Uploaded Images" switch

1. Click the added Certificate recognition question.
2. Turn on the "Save Uploaded Images" switch in the "Upload Image Settings" panel on the right.

Set Image Naming Method

Feature Entry
Certificate Recognition question > "Upload Image Settings" > "Image Naming Method" option

1. Click the added Certificate recognition question.
2. Click the "Image Naming Method" option in the "Upload Image Settings" panel on the right.

Enable Create Categorized Folders

Feature Entry
Certificate Recognition question > "Upload Image Settings" > "Create Categorized Folders" switch

1. Click the added Certificate recognition question.
2. Turn on the "Create Categorized Folders" switch in the "Upload Image Settings" panel on the right.

FAQ

Question 1: What types of IDs/certificates are supported by ID/Certificate Recognition?

• Solution: It supports ID cards, bank cards, driver's licenses, vehicle licenses, household registers, passports, business licenses, etc.

Question 2: How do I set the ID/certificate information fields that need to be recognized?

• Solution: Click the ID/certificate recognition question, click "Information to Be Recognized" under "Recognition Settings", and select the required fields.

Question 3: How do I modify the recognition results if they are inaccurate?

• Solution: Turn on the "Allow Manual Entry" switch in "Recognition Settings", and respondents can manually edit and update the information.

Notes

• ID/certificate recognition does not require manual entry; the system automatically recognizes the information on the ID/certificate.
• Once "Save Uploaded Images" is enabled, you can view them on the data statistics page.