With NeosAI, users can extract essential information from a business card to automatically create a Contact. Only file formats of JPEG, PNG, and PDF can be used to extract Business Card data. Once the Contact is saved, the uploaded business card will be added to the Documents Tab.
NOTE: Your firm must have NeosAI and Staff must have the NeosAI Special Permission set to enabled. You must also have Add permissions to Provider > Provider Tab.
To create a Contact from a business card:
Navigate to the Address Book in Neos.
Select the + Add from file… button on the top right.
Choose the Add from Business Card option.
Upload the business card by dragging and dropping the file or clicking Browse to locate the file.
When the image file has been added, click the Upload button.
A confirmation will display when the file has been uploaded.
The image will be analyzed and extracted information will be placed into the corresponding fields of a new Contact. These fields include First Name, Last Name, Gender, Date of Birth, Address (Home), Email (Business), Phone Number (Mobile, Business, or Fax as stated), and Online Account (Website - Type = Business, Platform = Website).
Select the Provider Role to save the new Contact. The Last Name field must also be populated to save the Contact.
Click Save Changes. The image will be uploaded into the Documents Tab of the Contact and given a Document Type of "Business Card".
Extracted data can be reviewed on the Document > Related Items tab.
Double-click the entry to access the detail view of extracted data.
