Think-Act OCR & Documents Extract · Understand · Review

Turn visual documents into information you can check

Extract usable text and document information from supported screenshots, scans, images, forms, receipts, invoices, and image-based PDFs. Organize what matters, ask focused questions about the supplied content, and keep the original source close enough to verify consequential details.

Extraction is not verification. Check important text, fields, summaries, answers, and interpretations against the original document before relying on them.

Available for Windows and macOS.

Document workflow

Source Extract Review
Placeholder for a future genuine Think-Act OCR and Document Intelligence screenshot showing the original visual source beside extracted text, structured document information, and a result available for source-based review.
OCR extraction
Structured information
Document questions
Summaries & context
Source comparison
A reviewable document workflow

From visual source to information you can actually use

OCR gets information out of a visual document. Document Intelligence can then help organize, summarize, or question the available content. Keep a deliberate source check before consequential information moves into another task, system, or decision.

OCR starts with what is visible in the source

Extraction makes visual information workable. It does not guarantee that every character, value, field, or layout relationship was interpreted correctly.

Source review separates preparation from reliance

Check important values and interpretations before they become inputs for writing, automation, connected systems, or other consequential work.

  1. Source

    Start with the document you actually received

    Bring a supported screenshot, scan, image, receipt, invoice, form, photographed page, or PDF instead of manually recreating the information it contains.

  2. Extract

    Turn visual text into workable content

    OCR can make image-based text editable and help prepare useful document details such as names, dates, totals, references, and other visible fields where supported.

  3. Understand

    Give the available information useful structure

    Prepare structured information, summarize supplied content, identify useful details, or ask focused questions about what the document contains.

  4. Review

    Compare consequential details with the original

    Check names, dates, totals, identifiers, obligations, missing fields, unclear scans, and important interpretations against the source before treating the result as dependable.

  5. Continue

    Carry the checked result into the next task

    Copy the reviewed information, use it as Writing Assistant context, bring it into a bounded Desktop Agent task, or use an appropriate configured external capability where the next step requires one.

Source

Visual document

Extract

Usable content

Check

Source comparison

Placeholder for a future genuine Think-Act OCR extraction screenshot showing visual source material beside extracted text or fields and a clear source-review state.
OCR & field extraction

Make visual text usable. Keep important details checkable

OCR is most useful when information is visible but awkward to select, copy, search, or structure. Source quality, typography, cropping, page layout, and image clarity can all affect what comes back, so keep the original available for comparison.

Screenshots & images

Work with text inside visual sources

Extract visible text from supported screenshots, photographed pages, copied images, interface captures, and similar material.

Scans & image-based PDFs

Recover a usable text layer

Work with supported scans and PDFs when the source does not provide useful selectable text.

Forms, receipts & invoices

Prepare useful fields without hiding the source

Prepare names, dates, totals, references, and other visible fields, then verify important values against the original.

Longer documents

Locate and organize information across pages

Find details, summarize supplied content, or prepare structured information that remains traceable to relevant source pages.

Already working with clean selectable text? The Writing Assistant may be the simpler starting point.

OCR vs Document Intelligence

OCR gives you usable text. Document Intelligence helps you work with it

They are related layers, not interchangeable labels. Keeping extraction separate from interpretation makes it easier to understand which part needs correction when something looks wrong.

First layer

OCR

Convert visual text into usable content

OCR focuses on making words that are visible in the source available as editable text for search, copying, checking, and later document work.

Typical result

  • Editable or copyable text
  • Text ready for search or inspection
  • A starting layer for later organization
Work with content

Document Intelligence

Organize and question the available content

Use extracted or supplied text to prepare structured drafts, summaries, focused answers, review checklists, or follow-up context where the document workflow supports it.

Typical result

  • Organized field drafts or structure
  • Summaries or answers from supplied content
  • Checked context ready for the next task

Document Intelligence does not make an OCR error disappear

Interpretation depends on the content it receives. If an important extracted value is wrong, a polished summary or answer can still carry that mistake forward. Review important extraction and important interpretation against the source.

Work with document content

Ask focused questions without losing the source

Once document content is available, ask for the particular working result you need: a summary, dates, obligations, missing fields, key points, or follow-up items. Keep the question tied to the supplied material and check consequential answers against the original.

High-stakes documents need qualified review

Legal, financial, compliance, medical, tax, or regulated interpretation should remain working material until reviewed at the level appropriate to the decision.

Useful document questions

Ask for something you can trace back to the source

“Summarize this document in plain language.”

Useful for getting oriented before inspecting the particular clauses, numbers, fields, or passages that matter.

“What dates or deadlines are mentioned?”

Use the answer as a locator, then verify consequential dates against the corresponding source passage before acting on them.

“What obligations or follow-up items are listed?”

Prepare a working checklist from the supplied content, while keeping legal or compliance interpretation subject to appropriate review.

“Which fields appear to be missing or unclear?”

Use the result as a review aid rather than proof that the form is complete. Inspect the actual source pages before treating a field as absent.

Question answered does not mean question verified. Confirm the source passages, values, terms, and fields that would matter if the answer were wrong.

Document workspace

Keep the original close to the result you are reviewing

A useful document workspace does more than show extracted text. It keeps the source and working result close enough that you can compare names, dates, totals, obligations, answers, or missing information before the result leaves the document task.

Validation Checklist

Source

Original document

Extract

Text & fields

Work

Answers & structure

Review

Checked result

Placeholder for a future real Think-Act Document Workspace screenshot keeping the original source, extracted content, organized information, and review state together.

What stays visible while you work

Original source

The scan, screenshot, image, receipt, form, or PDF remains the reference for important details.

OCR output

Extracted text and draft fields are available for searching, correcting, and organizing.

Document result

Summaries, answers, structured drafts, and follow-up context stay attached to the source.

Review state

Checked details are separated from assumptions before the result is copied, shared, or reused.

Common documents & workflows

Bring OCR into the document work you already do

Extract, organize, and reuse information from common document types while keeping important fields and conclusions tied back to the original source.

Compare Related Features
Finance

Invoices, receipts, and finance documents

Prepare draft totals, dates, vendor details, references, and other useful values, then confirm financial information before reporting, accounting, or payment-related use.

Finance Workflows
Review carefully

Contracts and policy documents

Extract difficult-to-select text, surface dates or obligations, and prepare summaries or focused answers while keeping legal interpretation subject to qualified review.

Legal Workflows
Records

Forms and operational records

Prepare useful field drafts from supported forms or scanned records, then validate missing or consequential information before passing it into another process.

Operations Workflows
Screen text

Screenshots and screen content

Extract visible text from interfaces, errors, web pages, or screen captures so it can become searchable, editable, or useful as context for the next task.

Developer Workflows
Long-form

Reports and multi-page documents

Locate relevant sections, prepare summaries, or ask focused questions across longer material, then trace important conclusions back to the source pages.

Office Workflows
Reuse

Turn checked document content into a draft

After reviewing the extracted details, use the checked text as context for an email, summary, report, response, or another writing task.

Writing Assistant
Validation & human review

Extraction saves time. Verification protects the result

The review effort should match the consequence of getting the document wrong. A low-stakes screenshot may need a quick glance. A total, deadline, contract term, or regulated field deserves a deliberate comparison with the source.

Sensitive documents

Use models, endpoints, connectors, and storage approved for the information involved. Processing and data flow depend on the configuration you choose, so follow your organization’s data-handling policy and review the Think-Act security guidance before processing sensitive material.

Review gate

Check the parts that would matter if they were wrong

Names, dates, totals & references

Compare consequential values with the original document rather than trusting a clean-looking extraction.

Missing or unclear source content

Look again when scans are faint, cropped, noisy, or arranged in a complex layout that makes extraction harder to verify.

Legal, financial & regulated interpretation

Treat summaries, classifications, and interpretations as drafts until the appropriate qualified person has reviewed them.

Original source retained for comparison

Keep the source available so reviewers can trace an extracted value, statement, or answer back to the material it came from.

Downstream use after review

Confirm the extracted content before it becomes input for a message, file change, connected system, or another consequential step.

After the document is checked

Carry reviewed information forward. Add tools only when the next step needs them

The useful outcome may simply be checked text or structured information. When the work continues, keep a clear distinction between reusable instructions, another Think-Act feature, and a connector that provides external capability.

Next task

Another Think-Act feature

Reuse checked content as context

A reviewed document summary, field set, or extracted passage can become context for writing or a bounded Desktop Agent task without making OCR responsible for the next job.

Reusable method

Skills

Preserve document instructions that proved useful

Once a document method is understood and reviewed, a Skill can preserve useful instructions, conventions, and checks for recurring work.

External capability

Connectors

Reach another system only when required

A connector matters when the reviewed document workflow needs a supported external capability. It must be configured, trusted where required, enabled, and permitted for the action involved.

OCR & Documents FAQ

Questions about extraction, review, reuse, and document handling

These answers stay focused on OCR and Document Intelligence. Broader questions about setup, plans, security, and the rest of Think-Act are covered in the product FAQ.

Are OCR and Document Intelligence the same thing?

No. OCR converts visual document content into workable text. Document Intelligence works with extracted or supplied content to organize information, prepare structured drafts, summarize content, answer focused questions, or prepare reviewed context for another task.

Can Think-Act work with invoices, receipts, contracts, and forms?

Think-Act can work with supported visual document sources for extraction, organization, summaries, fields, or focused questions. Financial values, contractual terms, and other consequential information should be checked against the original source and reviewed at the level the work requires.

How accurate is OCR?

OCR quality depends on the source, including scan clarity, font, image quality, layout, cropping, and other document characteristics. Important extracted information should be compared with the original rather than treated as guaranteed final data.

Can reviewed document content be used in another Think-Act task?

Yes. Reviewed document information can become context for another supported Think-Act task. Use it with Writing Assistant or Desktop Agent where appropriate. If a later step needs another system, the required supported external capability must be configured and permitted.

Can recurring document workflows use reusable Skills?

Yes, where the method is suitable for reuse. Preserve reviewed instructions, field conventions, output structure, and useful source checks. A Skill preserves guidance; it does not create access to files, document systems, accounts, or external services.

How should sensitive documents be handled?

Use models, endpoints, connectors, storage, accounts, and sharing practices appropriate for the information involved. Processing and data flow depend on the configuration you choose, so do not assume every document follows the same processing or retention path. Review Security & Controls before widening a sensitive document workflow.

Does Think-Act OCR and Document Intelligence support Windows and macOS?

Yes. Think-Act has desktop versions for Windows and macOS. Check the downloads page for current installers and requirements.

One source · One checked result

Start with one document. Keep the source beside the result

Bring a screenshot, scan, image-based PDF, form, receipt, invoice, contract, or report you already need to work with. Extract what matters, organize the useful information, and compare consequential details with the original before carrying them into the next task.

Windows macOS OCR & document work Source-based review