Guide to Using the Smart Form Document Recognition Feature

Feature Overview

The document recognition question is designed to identify information from invoices and tickets uploaded by respondents. Using AI, it automatically recognizes content from the documents and fills in the corresponding fields. Fields such as invoice type, issue date, and total amount including tax will display "Automatically filled after recognition."

Feature Description

Feature Dimension	Description
Membership Restrictions	No membership restrictions
Version Restrictions	No version restrictions

Operation Steps

Adding a Document Recognition Question

Access Path"Edit" tab → "Advanced Question Types" → "Document Recognition" button

1. Click the "Edit" tab at the top.
2. In the left panel, expand the "Advanced Question Types" section.
3. Click the "Document Recognition" button to add a document recognition question to the poll.
4. The question area displays fields: "Invoice Type", "Issue Date", and "Total Amount (including tax)", all labeled with "Automatically filled after recognition", as well as an "Invoice Image" upload area.
5. Respondents click "Upload Invoice" to upload; the current setting allows up to 5 images to be uploaded.

Set the types of documents to be recognized

Function access pathDocument Recognition Question → "Recognition Settings" → "Types of Documents to Recognize"

1. Click on the added document recognition question
2. In the right-hand "Recognition Settings" panel, click the dropdown menu under "Types of Documents to Recognize"
3. Select either "Invoice" or "Train Ticket"

Set Invoice Type Restrictions

Feature Access PathDocument Recognition Question → "Recognition Settings" → "Invoice Type Restriction" dropdown menu

1. Click on the added document recognition question.
2. In the "Recognition Settings" panel on the right, click "Invoice Type Restriction" (currently set to "No restriction").
3. Select a specific type: "No restriction", "Value-Added Tax Special Invoice", "Value-Added Tax General Invoice", "Electronic Value-Added Tax General Invoice", "Value-Added Tax General Invoice (Roll Ticket)", or "Machine-Printed Invoice".
4. After setting, only the selected invoice types can be uploaded by respondents, helping you standardize the types of invoices submitted.

Set Information to Be Recognized

Access the FeatureInvoice Recognition Question → "Recognition Settings" → "Information to Be Recognized"

1. Click on the added invoice recognition question.
2. In the right-hand "Recognition Settings" panel, view the list of fields under "Information to Be Recognized."
3. Selected fields include: "Invoice Type," "Issue Date," "Total Amount (including tax)," "Invoice Code," "Invoice Number," "Verification Code," "Machine Number," "Invoice Consumption Type," "Purchaser Name," "Purchaser Taxpayer Identification Number," etc. You can click the "×" next to any field to remove it if it does not need to be recognized.

Enable Manual Input

Feature Access PathDocument Recognition Question → "Recognition Settings" → Toggle "Allow Manual Input"

1. Click on the added document recognition question
2. In the right-hand "Recognition Settings" panel, turn on the "Allow Manual Input" toggle
3. Once enabled, users can manually add or modify information after recognition

Enable Invoice Deduplication

Feature Access
Document Recognition Question → "Recognition Settings" → Toggle "Invoice Deduplication"

1. Click on the added document recognition question
2. In the right-hand "Recognition Settings" panel, turn on the "Invoice Deduplication" toggle
3. Once enabled, the system will check for duplicates between the currently uploaded invoices and previously submitted ones, preventing users from submitting duplicate invoices

Set Maximum Number of Uploads

Feature Access PathDocument Recognition Question → "Image Upload Settings" → Dropdown menu for "Maximum Number of Uploads"

1. Click on the added document recognition question.
2. In the right-hand "Image Upload Settings" panel, click "Maximum Number of Uploads" (currently set to "5 images").
3. Select the desired number from the dropdown list: "1 image" to "8 images" or more.

Enable Saving Uploaded Images

Feature Access PathDocument Recognition Question → "Image Upload Settings" → Toggle "Save Uploaded Images"

1. Click on the added document recognition question
2. In the right-hand "Image Upload Settings" panel, turn on the "Save Uploaded Images" toggle
3. Once enabled, uploaded images from respondents will be saved and can be viewed in the data statistics page

Set Image Naming Method

Feature Access PathInvoice Recognition Question → "Upload Image Settings" → "Image Naming Method"

1. Click on the added invoice recognition question.
2. In the right-hand "Upload Image Settings" panel, click "Image Naming Method" (currently displayed as "Original Filename ×").
3. In the pop-up panel, check the desired naming fields (e.g., "Original Filename"), or enter a custom rule in the "Add Custom Fixed Name" input box.
4. Once enabled, collected invoices will be automatically named according to the specified format. It is recommended to set the associated question as required to ensure consistent naming across submissions.

Enable Creation of Categorized Folders

Feature Access PathInvoice Recognition Question → "Upload Image Settings" → Toggle for "Create Categorized Folder"

1. Click on the added invoice recognition question.
2. In the right-hand "Upload Image Settings" panel, turn on the "Create Categorized Folder" toggle.
3. Once enabled, folders will be automatically created based on the naming convention and invoices collected will be categorized and aggregated accordingly. For example, if folders are named by "Department," all invoices from the same department will be automatically grouped into the corresponding folder.

Frequently Asked Questions

Q1: How can I restrict the types of invoices that fillers can upload?

• Solution: Click on the invoice recognition question, then in "Recognition Settings," select "Invoice Type Restriction" to specify allowed types such as VAT Special Invoices or VAT General Invoices.

Q2: How can I prevent fillers from submitting the same invoice multiple times?

• Solution: Enable the "Invoice Deduplication" option in "Recognition Settings." The system will check uploaded invoices against previously submitted ones and block duplicates from being submitted.

Q3: How can I categorize and manage collected invoices?

• Solution: Enable the "Create Category Folders" option in "Upload Image Settings." The system will automatically organize invoices into folders based on naming rules.

Notes

• Invoice recognition supports two types of documents: invoices and train tickets.
• When "Allow Manual Input" is enabled, fillers can manually add or edit information after automatic recognition.
• When "Save Uploaded Images" is enabled, you can view the uploaded images on the data statistics page.