Import into a template

After creating your document template, import a document to extract its data based on that template.

1

Click on "Import my documents"

2

Select "Manual classification"

You choose the template that will be used to extract your document. For example, below, we select the "Invoice" template.

Then, click on "Import".

3

Check the document processing status

Click on "See more" at the bottom of the sidebar to check your document's status. It will be marked as "Completed" once the extraction is finished.

You can click directly on the link to access the extracted data.

4

Click on the document template

To access all the files within a document template, select the template from your sidebar.

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