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Working with Templates

Templates help you standardize your extraction process and save time when processing similar documents repeatedly.

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Creating Templates

1

Set Up Fields

Use the Schema Builder to define your extraction fields:
{
  "fields": [
    {
      "name": "invoice_number",
      "type": "string",
      "description": "Invoice number usually found in top right"
    },
    {
      "name": "total_amount",
      "type": "number",
      "description": "Total amount including taxes"
    }
  ]
}
2

Add Descriptions

For each field, provide:
  • Clear, specific field names
  • Detailed descriptions
  • Expected data types
3

Save Template

  1. Click “Save as Template”
  2. Enter template name
  3. Add optional description
  4. Choose visibility (private/team)
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