Table Data Extraction
Learn how to extract table from your document
Last updated
Learn how to extract table from your document
Last updated
Adjust the table data extraction to your needs by editing already existing data points or creating new ones.
First, select one of your supervised processes from your Dashboard. Once you are in the Queue view, click the button.
Changes to Settings Bear in mind that changes to the settings will only apply to files sent from the moment these changes are made.
For the Invoices, we have already set the default table data points:
Items table
Tax table
You can edit these fields - simply click the pencil icon to open the right-hand editing panel:
In the editing panel, you can:
Set the Occurrence If the table field is unique for your document, select 'One'. If it appears more than once (e.g. you want to capture 'Date' and there are several dates within the document), go with the 'Many'.
Choose whether this field is mandatory or not Select ‘No’ if capturing your new field is not necessary for every document to have an Accepted status. Go with ‘Yes’ in case you wish to see the Needs review status every time your field won't be captured from your documents automatically.
Add, edit, or delete table headers.
Once you make your changes - save them by clicking the Save changes button on top of the panel.
You also add your custom table data point. To do that, click the +Add new data point button:
Select that you want to create the Custom data point. Next, in the Type of data section select Table.
Now, name your new table data point. We will use this label to automatically pull the described table data from your files.
Next up, go through the optional settings if needed.
Start adding your custom table headers by clicking the Add new header button. The following view will appear:
Type in the header name
Decide whether you want data to be captured automatically
Set the occurrence (described above)
Choose whether your new table header is mandatory (described above)
Then hit the Add button - your new header will appear on the table headers list. You can edit or delete it any time you want.
Once you finish adding table headers, click the Create new field button on top of the panel.
Once you enter the Supervision, your Item table or Tax table fields should be displayed in the extraction list on the right section of the page. From this level, you can either: edit the field by changing its label, copy its value, or delete it.
Document viewer may also come in handy at this point.
Secondly, if one of the tables was not extracted at all, from the Document viewer level you can create a new field by selecting the table area and clicking on the + icon. It will open the following window:
In the Type section select Table. Then, choose one of the labels, and click the Create button. Your table should now be a part of the extraction list.
From the navigation on the left side of the page, select the tab.
When you create a custom process, you will be redirected to automatically.
First, you can just by clicking on it.
Want to learn more about tables? Check out our and guides.
