Add and edit fields

Each document template can be edited. You can add, modify, or delete general fields or table fields.

1

Click on "Edit template"

2

Select "General fields" or "Table fields"

If you want to extract single-instance fields from your document, meaning fields that appear only once, select "General fields".

If you want to extract repeated fields found in tables, rows, or line items, select "Table fields".

3

Add or update fields

Add the fields you want to extract by providing a name, a description, and a format.

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