Use Live Text to Extract Data in Sage Sales Management
Live Text makes it easier to register data in Sage Sales Management by scanning and extracting text from documents, photos, and business cards—directly into the app’s forms.
What is Live Text?
Live Text is a native iOS feature that detects text in images using Optical Character Recognition (OCR). When you point your camera at printed text, Live Text allows you to select, copy, and interact with it—without needing to take a photo.
How to use Live Text in Sage Sales Management
You can use Live Text in all forms across Sage Sales Management (Accounts, Contacts, Opportunities, etc.).
To capture data with Live Text:
Tap and hold on the form field where you want to enter data.
A pop-up will appear with common options such as Paste and AutoFill.
Select AutoFill. This action will open the Live Text camera in a lower half-screen view.
From here:
Point your camera at the printed text you want to scan.
The camera may appear slightly unsteady if held with one hand. This is normal—the scan will still function properly.
Selecting and inserting the scanned text
You have two options to select and insert the scanned text:
Automatic full-area selection
The camera will highlight a text block with a square. You can tap this area to insert the entire block of recognised text.Manual selection
A small text selection icon appears on the right-hand side of the screen. Tap this icon to manually highlight and insert only part of the detected text.
Once selected, the text is automatically entered into the form field in Sage Sales Management.
Note: iOS camera balance or stabilisation settings do not apply when Live Text is active.
Requirements
Live Text is available on most modern Apple devices. Make sure:
Your iPhone or iPad is compatible and up to date.
Live Text is enabled in your device settings:
Go to Settings > Camera > Live Text and ensure the toggle is switched on.