Extraction Templates
Define which fields to extract from each document type by creating reusable templates.
What is an extraction template?
A template defines the data structure you want to extract from a document type. For example, an "Invoice" template can have fields like: vendor name, date, invoice number, total amount, and line items. When you upload a document and select this template, the AI knows exactly what to look for.
Create a template
- Go to Templates and click "New template".
- Assign a name (e.g. "Vendor invoice").
- Define the fields you want to extract with their name and data type.
- Optionally, upload a sample document and mark the regions of interest (ROI) directly on the image.
- Publish the template to start using it.
Field types
| Tipo | Descripcion | Ejemplo |
|---|---|---|
| STRING | Texto libre | Nombre del proveedor |
| NUMBER | Valor numerico con decimales | Subtotal, IVA |
| INTEGER | Numero entero | Cantidad de items |
| DATE | Fecha | Fecha de emision |
| BOOLEAN | Verdadero/Falso | Incluye IVA? |
| CURRENCY | Valor monetario | Monto total |
Regions of Interest (ROI)
To improve extraction accuracy, you can upload a sample document and draw rectangles over the areas where the data is located. This tells the AI exactly where to look for each field, which is especially useful for documents with standardized formats like invoices or printed forms.
Siguiente paso
Learn how to verify and correct extracted data.