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Version: 8.7 (unreleased)

Document extraction

Extract data from a single type of structured or unstructured document.

About document extraction​

Document extraction templates form the basis for using IDP in your end-to-end processes.

  • Create a separate document extraction template for each type of document you want to categorize and extract data from, such as an invoice, a report, identity document, and so on.
  • Published document extraction templates can then be used to integrate IDP into your processes.

Create document extraction template​

To create a new document extraction template:

  1. In your IDP application, select Create document extraction template or Create new > Document extraction.

  2. Configure the general document extraction template information and select the extraction method.

    Create an extraction project modal
    • Name: Enter a descriptive name for the type of document, such as “Invoice type A” for example.
    • Description: Enter a description to provide more detailed information about the document type.
    • Extraction method: Select the Unstructured data extraction extraction method.

  3. Click Create to create and open the new document extraction template.

  4. Configure the document extraction template to extract unstructured data.

note

The Form Extraction extraction method is currently in development for a future release. This method will allow you to create a document extraction template for extracting data from structured document types.