--- title: "OCR PDF" slug: "ocr-pdf-1" updated: 2026-10-08T16:57:43Z published: 2026-10-29T16:40:50Z canonical: "wiki.cobblestonesoftware.com/ocr-pdf-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # OCR PDF **COBBLESTONE SOFTWARE** Contract Insight — User Guide **OCR PDF** *07. End Users - Contracts › Contract Attachments › OCR PDF* **Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments. # 1. Overview OCR (optical character recognition) reads the text in scanned or image-only documents so it can be searched and indexed. In Contract Insight, OCR is controlled by settings in **Administration › Application Settings** rather than by a dedicated OCR screen. Searching the settings for "OCR" returns the **OCR DPI Setting** (Contracts), the **OCR Engine** (General System), the **OCR Crawler** group and the **OCR Services** schedule (Schedule Manager). The **OCR Crawler** group (marked "Search only - set up on its own screen") controls how documents are processed: which **Media Types** and **OCR Objects** (for example, company, contract, solicitation and request records) are processed, the **DPI Setting**, **Dictionary**, page threads and passes, how often the crawler runs, and whether an OCR'd copy is saved as a new attachment. It also includes settings for on-demand OCR of PDFs, such as the maximum file size processed immediately. # 2. Key Elements - **OCR DPI Setting** (Contracts): dots per inch for CobbleStone OCR (recommended 72-300). **Managed by CobbleStone**; contact support to change it. - **OCR Engine** (General System): selects the OCR version. - **OCR Crawler › DPI Setting**: the resolution the OCR engine uses. 300 is recommended by default; 200 to 300 should give optimal results. - **OCR Crawler › OCR Page Threads** (1 to 5 pages processed at once), **OCR Passes**, **Dictionary** (for example, eng), **Batch Size** and **OCR Sleep** (minutes between process cycles). - **PDF On Demand Max Size**: the maximum size in bytes for an on-demand OCR PDF. Larger files are queued and the user is emailed a link. - **Use Hangfire for OCR on Demand**: whether on-demand OCR runs out of process (Hangfire) or within the web site. - **Media Types**, **OCR Objects** and **OCR Copy Exclusions**: which file types and record types are processed, and which file extensions are indexed without generating an OCR file. - **Save OCR Copy**: saves the OCR'd document as a new attachment record. - **OCR Site Address**: the URL of the OCR crawler. - **OCR Services** (Schedule Manager): how often the service that refreshes OAuth tokens and runs OCR imports and jobs is run. # 3. Finding the OCR Settings 1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar. ![Administration icon highlighted in the left navigation bar](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_admin_nav(4).jpg) 1. On the Administration page, click **Application Settings**. ![Administration page with the search box and Application Settings tile highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_admin_appsettings(1).jpg) 1. Type **OCR** in the **Search every setting by name or description** box. The matching settings are listed under **Search results**, grouped by category. ![Application Settings search for OCR with the search box, OCR DPI Setting, OCR Engine, OCR Crawler group, DPI Setting and OCR Page Threads highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_ocr_search.jpg) # 4. Reviewing OCR Crawler Settings 1. Review the **DPI Setting** (300 is recommended) and **OCR Page Threads** shown in Section 3. 2. Scroll the search results to review the on-demand settings: **PDF On Demand Max Size** and **Use Hangfire for OCR on Demand**. 3. Check **Media Types** to confirm which file types are processed (for example, **pdf,word**), and **OCR Copy Exclusions** for extensions that are indexed without creating an OCR file. ![OCR Crawler settings with PDF On Demand Max Size, Use Hangfire for OCR on Demand, Media Types and OCR Copy Exclusions highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_ocr_crawler.jpg) 1. Scroll to the end of the results to review **Save OCR Copy** (saves the OCR'd document as a new attachment), **OCR Site Address** and the **OCR Services** schedule under Schedule Manager. ![Save OCR Copy, OCR Site Address and OCR Services settings highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05_ocr_copy_services.jpg) # 5. Changing an OCR Setting 1. Change the value of the setting (for example, the **DPI Setting** or the **Save OCR Copy** switch). 2. Review the **change ready to save** banner at the top of the page. Click **Undo** next to a setting to revert it, or **Discard** to cancel all pending changes. 3. Click **Save changes**. A change takes effect for everyone as soon as it is saved. **Note:** The **OCR DPI Setting** under Contracts is managed by CobbleStone and cannot be changed here. Contact CobbleStone support to change it. **Note:** No manual "run OCR" action was found in a file's **Document tools** window. OCR runs through the crawler and on-demand processing configured by these settings. Confirm the expected behavior against a scanned, image-only PDF in your environment. # 6. Quick Reference Summary | Task | Where / How | | --- | --- | | Find all OCR settings | Administration › **Application Settings** › search **OCR** | | Set OCR resolution | OCR Crawler › **DPI Setting** (200 to 300 recommended) | | Choose the OCR engine | General System › **OCR Engine** | | Control on-demand OCR | **PDF On Demand Max Size**, **Use Hangfire for OCR on Demand** | | Save OCR'd copies as attachments | OCR Crawler › **Save OCR Copy** | | Change file or record types processed | **Media Types**, **OCR Objects**, **OCR Copy Exclusions** | | Change the OCR service schedule | Schedule Manager › **OCR Services** | | Change the CobbleStone OCR DPI | Contact CobbleStone support (**OCR DPI Setting** is managed) |