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Create a template from scratch

You can create a blank document template to add the fields you need.

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Click on "New document template"

The button is available in the "Documents" tab.

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Select "From scratch"

This option allows you to create a blank document template that the user can customize.

Then enter the template name and, optionally, instructions for automatic classification.

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Click on your template, then select " Edit this document template"

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Fill in your extraction fields and click "Add"

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Import a test file

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Run extraction on the test file

The extracted data will be displayed directly below the field names.

You can also generate fields using AI, based on the content of the test document.

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