Polestar Solutions

Field Notes

Scanned contracts read themselves, and archives import in one click

Scans that once stalled on OCR now transcribe themselves in the background, and a single button walks your whole Drive, SharePoint, or Box tree across.

The scan reads itself

Before, an image only PDF hit a wall. The record that referenced it stayed in an exception state, waiting for a human to do something about the missing text. Now that same document queues its own transcription automatically. The pages are read image by image in the background, the terms come out of the transcription, the record that raised the exception fills itself in, and the document becomes searchable everywhere it can appear, across the Archive, inside Migration Studio, and behind every upload door in the product.

Oversized agreements are handled too. A contract photographed at full resolution, the kind that is too large to read in one go, has its pages re rendered as compact images so the whole document goes through in a single pass rather than choking halfway. The practical effect is that the terms inside a scan are now available to the same machinery that reads a native PDF. If you want to see what that machinery does with a clean document once the text exists, decoding any contract in a minute covers the read that happens next.

app.isvcosell.com/contracts

A scanned MSA that finished its own transcription, now searchable with its status path complete.

THE SAME JOB, TWICE

TODAY, BY HAND

Open the scanned MSA, realise there is no text layer, and run it through a separate OCR tool

Proofread the OCR output against the original pages because photographed contracts garble numbers

Copy the renewal date, uplift cap, and notice window into a tracking spreadsheet by hand

Repeat for every scan in the legacy folder, one file at a time

Roughly 10 hours, spread across two weeks, for a folder of forty scans

WITH ISVCOSELL

Import the folder, scans included, through the normal intake

Let the image only documents queue their own transcription in the background

Open the review table once the records fill themselves in

Search across the extracted terms as you would any native contract

About 20 minutes of your attention

What changes: roughly 10 hours of OCR wrangling and retyping becomes about 20 minutes of setup and review. For a team clearing a few legacy folders a quarter, that is the difference between a project nobody starts and a Tuesday afternoon, and it means the terms you signed are actually searchable before the next renewal window opens on any of them.

PART TWO

Migration Studio warns you earlier

The worst moment in a migration is committing a large transfer and then discovering half of it is scans that will need extra handling. This release moves that discovery to the front. During the survey, Migration Studio opens a sample of your PDFs in your own browser, with nothing uploaded to us, and tells you how many of them look like scans before you commit the transfer. You get a read on the shape of the work while your files are still sitting where they were.

That preview matters because it lets you plan. A batch that is mostly native text will land clean and fast. A batch that is mostly photographed paper will still land, but you now know it will spend time in background transcription first, so you can time the migration around a deadline rather than into one. This is the same discipline we apply to mapping your whole stack on one canvas, know the shape before you commit the effort.

app.isvcosell.com/migration-studio

The survey step flags how many sampled PDFs look like scans, before anything leaves your machine.

"The point of a preview is not to slow you down, it is to let you commit the transfer with your eyes open instead of finding out afterwards."

PART THREE

Import everything, not ten files a day

The old cloud connection was polite and slow. It brought files across in a trickle, a handful per day, which is fine for keeping a live folder in sync and useless for onboarding an archive you have been sitting on for years. A connected Google Drive, SharePoint, or Box folder now has an Import everything button that walks the entire tree, subfolders included, and pulls it across in background chunks. You point it at the top of the folder and it works its way down.

Combined with self reading scans, this is what makes a real archive onboarding practical in one move. You connect the source, you press the button, the tree comes across in chunks, and any image only documents in it read themselves once they arrive. You set all of that up in one place, at settings and integrations, and then let the background work run. When it settles you have a searchable estate instead of a to do list, which is the precondition for anything useful, whether that is a review table or measuring switching costs before the vendor prices them for you.

1 Scans stop being dead ends. An image only PDF now queues its own transcription automatically. No separate OCR step, no waiting for a human to notice the exception.

2 Oversized photographed contracts go through. Pages are re rendered as compact images so the whole document is read in one pass rather than failing partway.

3 Extracted terms fill the record. The clause and date fields on the record that raised the exception populate from the transcription, and the document becomes searchable across the Archive, Migration Studio, and every upload door.

4 Migration Studio surveys locally first. A sample of your PDFs opens in your own browser during the survey, nothing uploaded, and reports how many look like scans before you commit the transfer.

5 One button imports the whole tree. Import everything walks a connected Drive, SharePoint, or Box folder end to end, subfolders included, in background chunks instead of ten files per day.

PART FOUR

The honest limits

Transcription is reading, not certainty. A scan of a clean laser printed page transcribes very well. A twenty year old fax of a fax, a coffee stained signature page, a handwritten margin note, these are harder, and the terms that come out of a poor source are only as good as the source. Treat the extracted fields on a low quality scan as a strong first draft that deserves a human glance, particularly for the numbers that will drive a negotiation. The original image stays attached to the record so you can always check it against the read.

Two more boundaries worth stating plainly. Import everything walks the tree in background chunks, which means a very large archive takes time to finish, it is a background job and not an instant load, and it runs alongside the rest of your background work rather than jumping the queue. And the local scan preview in Migration Studio is a sample, not a full audit. It tells you the likely proportion of scans so you can plan, it does not promise an exact count of every file in the tree. Both of these are deliberate. We would rather give you an honest read that runs safely than a fast number you cannot trust.

None of this replaces judgement. What it removes is the excuse for a gap between what you have signed and what you can search. Once the archive is in and the scans have read themselves, the terms are on the table, and the work you actually get paid for, comparing them against the market and holding the line at renewal, can begin.

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About the author

Morten Andersen, Cofounder, ISVCOSELL

Morten brings two decades of enterprise and software procurement, with stints across Oracle, IBM, SAP, and Salesforce shaping how he reads a deal. He has led sourcing through hundreds of renewals, from mid market order forms to nine figure global agreements, and learned that the buyers who win are the ones who walk in knowing the market. He built ISVCOSELL to make that pattern recognition repeatable.

More posts by Morten Connect on LinkedIn →

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