◆ Acrobat · convert

Capture Invoices & POs

Capture received invoices and purchase orders: combine supplier invoices, POs, and delivery notes into one searchable …

3ready prompts
1real task
4roles

When to use it

real situations

AI prompts

3 ways to ask · copy any one
AExecute — “help me do it”Show me how to lock OCR settings for users in...…+
Show me how to lock OCR settings for users in Adobe Acrobat so they cannot change them. I want to apply this to [describe user group or device].
when the reply comes backWould you like tips on setting up user groups for this?
BImprove — “do it better”How can I make sure users cannot bypass or reset...…+
How can I make sure users cannot bypass or reset the enforced OCR settings in Adobe Acrobat? I want the settings to stay the same for [describe situation or group].
when the reply comes backNeed help checking if the settings are really locked?
CDecide — “help me choose”What is the best method to enforce or lock OCR...…+
What is the best method to enforce or lock OCR settings for users in Adobe Acrobat for [describe your environment, like school or office]?
when the reply comes backWant to know how to unlock the settings later?

How to do it

the tool · the steps · what to avoid
  1. 1

    Open your scanned PDF document in Adobe Acrobat.

  2. 2

    Go to the Tools menu in the top left menu bar.

  3. 3

    Select Scan & OCR from the list of tools.

  4. 4

    In the Scan & OCR pane, click Recognize Text.

  5. 5

    Choose In This File to apply OCR to the open document.

  6. 6

    Click Recognize Text to start the OCR process.

  7. 7

    Save the PDF to retain the searchable text layer.

    Best practiceFor best OCR accuracy, scan your documents at 300 dpi and avoid extreme brightness settings.

After OCR, you can search, select, and copy text from your scanned PDF as if it were a normal document.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
OCROCR stands for Optical Character Recognition. It is technology that turns images of text into real text you can search and copy.ExampleAfter scanning a paper invoice, OCR allows you to copy the vendor's name from the image.
EnforceTo make sure people follow a rule or deadline.ExampleThe manager will enforce the new policy that all reports must be submitted by Friday.
LockTo prevent changes or edits to something in a document.ExampleWe need to lock this section of the contract to prevent any further changes.

The real tasks

the one, listed here
Capture received invoices and purchase orders in one searchable file for monthly bookkeeping.

Who does this

4 roles
ArchivistRecords ManagerLibrarianLegal Assistant

FAQ

about this task

To enforce or lock OCR settings, you can set up permissions or use admin tools in Adobe Acrobat. This stops users from changing how scanned text is recognized. Usually, this is done by an IT admin or someone with special access.

Locking OCR settings makes sure all documents are scanned the same way. This helps with consistency, makes searching easier, and can be important for legal or school rules.

Yes, users can still use OCR, but they will not be able to change how it works. The settings you choose will always be used until they are unlocked.

Enforcing means making sure a setting is always used, while locking means stopping others from changing it. Both help control how OCR works for users.

If OCR settings are not enforced or locked, users might use different settings, which can lead to mistakes, confusion, or problems finding information in documents.

Sources

where this comes from
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