Add an OCR code to a custom deliverable

Stock billing statement deliverables have an OCR code to use with scanning devices. The OCR code contains the policy number and amount due. With custom billing statements built-in HTML/CSS, an OCR code may be added using get_ocr_code(), and then placing it anywhere on the custom deliverable.

To add an OCR code:

  1. Log in to your BriteCore account.
  2. In the BriteCore menu, select Settings.
  3. From the Settings menu, select Deliverables.
  4. Select a state from the State dropdown list under Mass Deliverables. The Stock Deliverables and Custom Deliverables associated with that state will display.
  5. Select the pencil icon next to the custom deliverable you want to edit.
  6. Type {% set ocr_code = get_ocr_code() %} at the top of the Text Area.
  7. Place {{ ocr_code }} wherever the OCR code should appear (generally at the bottom of the deliverable).
  8. Select Save at the bottom of the screen to save your changes.
  9. Select Preview at the top of the screen to preview your deliverable.
    1. A pop-up window will appear that states Viewing the preview will save this deliverable. Do you wish to proceed? Select OK to confirm or Cancel if you don’t want to continue.

You have successfully added an OCR code to your deliverable.