How to add, assign, and remove annotations?

A step-by-step guide

Annotations refer to all the captured data from a document, which can include text, images, and other visual elements. They help to identify and extract relevant information from the document, which can be used for various purposes such as data analysis and machine learning.

Take a look at the example below:

The Gross amount is the field, at 20,11 is the value.

Add a new text annotation

In case you want to add a new text annotation, click on the selected text on your document - the Create new field window will appear:

Select how you want to label your field. Next, check if the Value is correct and click the Create button. And that's it - your new text annotation should now appear on the extraction list.

Add a new table annotation

Our platform enables you to add not only text but also new table annotations. In order to do that select the area you want to assign as a table. The Create a new field window will pop up.

In the Type area select the Table option. Next, choose the field label - Items table or Tax table, then click the Create button.

Take a look at the example below:

Assign a missing annotation

If you see that some missing fields appear at the bottom of the extraction list, you can assign selected words to them from the document viewer.


Click here to learn more about setting the mandatory fields.

To do that, first, hover over the missing field. On the right, you will see three dots. Click on them and choose the Assign words option.

Type the word or find it and click on it in the document viewer. Next up, select the Done icon.

Remove annotation

If you want to remove the selected annotation, hover over the selected field. On the right, you will see three dots. Click on them and choose the Delete option.

Take a look at the example below:


You have mastered all the necessary annotation use cases.

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