How to OCR a PDF that is already in Cabinet SAFE (FAQ of the month)

Every once in a while, we notice questions popping up pretty consistently among our clients. One of those is how to OCR a PDF that is already filed in the Cabinet SAFE software.

Perhaps one of our most powerful, yet not-so-well-known tools is the eBizDocs Support Center. In it, you can ask for help with any of our products or services, or flip through hundreds of ready-made help-guides complete with screen shots and step-by-step instructions.

We’ve decided we’re going to start shining the spotlight on one of the most asked about topics in the support center. This month, we’re going to explain how to OCR a PDF that has already been filed in the Cabinet SAFE software.

1. Select “Search” from the SAFE Toolbar

How to OCR a PDF in Cabinet - step 1

2. From the “Cabinet Search” window, click “Cabinets” from the tool bar.

How to OCR a PDF in Cabinet - step 2

3. Under “Step one: Choose Cabinets to Search,” select “All” next to “Repository” and click “Add.” A list of all cabinets that the user has access to will be added to the search.

How to OCR a PDF in Cabinet - step 3

4. Under the “Document Search” tab, make sure “All cabinets” is checked.

How to OCR a PDF in Cabinet - step 4

5. Use the “Max. Results/Cabinet” field to enter the maximum number of documents to include in the search results.

How to OCR a PDF in Cabinet - step 5

6. Select the “Advanced” tab.

How to OCR a PDF in Cabinet - step 6

7. Enter the following values to build the search query.

  • Filter By: Extension
  • Condition: Exact Match
  • Value: PDF
  • Operator: AND

How to OCR a PDF in Cabinet - step 7

8. Click “Add.” The search criteria will populate in the “Create Search Criteria” window.

9. Click “Get Results.” All PDF documents will be listed in the “Document Search Results” window.

How to OCR a PFD in Cabinet - Step 8

10. Click “Select All” below the document list.

How to OCR a PFD in Cabinet - Step 10

11. Select the “Tools” menu from the search results toolbar and click “Change Image Format.” The “Change Image Format” window will appear.

  • Select “PDF” from the “New Format” drop-down field.
  • Select “Adobe” from the “New Document Manager” drop-down field.
  • Check the “Replace Current Image in SAFE” checkbox.
  • Click “Convert.” The resulting PDF’s are searchable (OCR’d).
  • Click “Exit” to close the “Change Image Format” window.

How to OCR a PFD in Cabinet - Step 11


For more step-by-step user guides or to receive personalized help from our experts, visit the eBizDocs Support Center. Click here!


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