User Guide for ID & Certificate Recognition Feature in Forms

Feature Summary

ID & Certificate Recognition is used to automatically recognize information on ID cards without manual input. It automatically recognizes name, gender, ethnicity, date of birth, address, and ID number information, and belongs to "Advanced Question Types".

Feature Description

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

Steps

Add ID & 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 "ID & Certificate Recognition" button to add the ID & Certificate Recognition question to the questionnaire.
4. The default question is "Please upload a photo of your ID card", and respondents click "Please upload a photo of the portrait side for recognition" to upload a photo.

Set the Certificate Type to Be Recognized

Feature Entry
ID & Certificate Recognition → "Recognition Settings" → "Certificate Type to Be Recognized" dropdown list

1. Click the added ID & Certificate Recognition question.
2. In the right "Recognition Settings" panel, click the "Certificate Type to Be Recognized" dropdown list.
3. Select the certificate type: "ID Card", "Bank Card", "Driver's License", "Vehicle License", "Household Register", "Passport", or "Business License".

Set the Information to Be Recognized

Feature Entry
ID & Certificate Recognition → "Recognition Settings" → "Information to Be Recognized" option box

1. Click the added ID & Certificate Recognition question.
2. In the right "Recognition Settings" panel, click the "Information to Be Recognized" option box.
3. Selected fields are displayed as labels (with an "x" to delete): "Name", "ID Number".
4. You can check more fields: "Select All", "Name", "Gender", "Ethnicity", "Date of Birth", "Address", "ID Number".

Enable Allow Manual Input

Feature Entry
ID & Certificate Recognition → "Recognition Settings" → "Allow Manual Input" switch

1. Click the added ID & Certificate Recognition question.
2. In the right "Recognition Settings" panel, turn on the "Allow Manual Input" switch.
3. Once enabled, respondents can manually supplement and modify the recognized information.

Enable Save Uploaded Images

Feature Entry
ID & Certificate Recognition → "Upload Image Settings" → "Save Uploaded Images" switch

1. Click the added ID & Certificate Recognition question.
2. In the "Upload Image Settings" panel below, turn on the "Save Uploaded Images" switch.
3. Once enabled, the images uploaded by respondents for recognition will be saved and can be viewed on the data statistics page.

Set Image Naming Method

Feature Entry
ID & Certificate Recognition → "Upload Image Settings" → "Image Naming Method" option box

1. Click the added ID & Certificate Recognition question.
2. In the "Upload Image Settings" panel below, click "Image Naming Method" (currently "Original File Name x").
3. In the pop-up panel, check the naming field (such as "Original File Name"), or add custom rules in the "Add Custom Fixed Name" input box.

Enable Create Categorized Folders

Feature Entry
ID & Certificate Recognition → "Upload Image Settings" → "Create Categorized Folders" switch

1. Click the added ID & Certificate Recognition question.
2. In the "Upload Image Settings" panel below, turn on the "Create Categorized Folders" switch.
3. Once enabled, folders will be automatically created according to the folder naming method, and the collected ID cards will be categorized and summarized.

FAQ

Q1: What types of certificates are supported by ID & Certificate Recognition?

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

Q2: How do I modify the recognized information?

• Solution: Turn on the "Allow Manual Input" switch in "Recognition Settings", and respondents can manually supplement and modify the recognized information.

Notes

• ID & Certificate Recognition is located in the "Advanced Question Types" area.
• It supports settings for Certificate Type to Be Recognized, Information to Be Recognized, Allow Manual Input, Save Uploaded Images, Image Naming Method, and Create Categorized Folders.