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Working with Templates

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

Creating Templates

1

Set Up Fields

Use the Schema Builder to define your extraction fields:
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)