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, click Create extraction project to open the Create new project modal.

   

2. Select the Extraction method depending on whether your documents contain structured or unstructured data.

   • Unstructured data extraction: Extract data from unstructured documents.
   • Structured form extraction: Extract data from structured documents.

3. Name: Enter a descriptive name for the type of document, such as “Invoice type A” for example.

4. Description: Enter a description to provide more detailed information about the document type.

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

6. Configure and publish the template:

   • Extract unstructured data: Configure and publish an unstructured data extraction template.
   • Extract structured data: Configure and publish a structured data extraction template.

tip

Not sure which extraction method to use? See structured and unstructured documents to help determine what type of document(s) you will be processing.