> ## Documentation Index
> Fetch the complete documentation index at: https://docs.appliedai.club/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Create and manage extraction templates

# Working with Templates

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

## Creating Templates

<Steps>
  <Step title="Set Up Fields">
    Use the Schema Builder to define your extraction fields:

    <CodeGroup>
      ```json Example Schema theme={null}
      {
        "fields": [
          {
            "name": "invoice_number",
            "type": "string",
            "description": "Invoice number usually found in top right"
          },
          {
            "name": "total_amount",
            "type": "number",
            "description": "Total amount including taxes"
          }
        ]
      }
      ```
    </CodeGroup>
  </Step>

  <Step title="Add Descriptions">
    For each field, provide:

    * Clear, specific field names
    * Detailed descriptions
    * Expected data types
  </Step>

  <Step title="Save Template">
    1. Click "Save as Template"
    2. Enter template name
    3. Add optional description
    4. Choose visibility (private/team)
  </Step>
</Steps>