Extracting data using Layout Based extraction

You can use the Layout Based option to manage extracted data based on specific templates.

  1. Click the Layout Based option in the Extract Data activity window.
  2. Select an existing template or click Add New to create a new template for managing the extracted data.
  3. Select the document you created using the Manage Document type wizard.
  4. Specify a name for the new template.
  5. Browse to select and upload the document that you want to save as a template. The .jpg,.jpeg,.png,.pdf formats are supported.
  6. Click Configure. The Manage Templates screen displays the fields that you created in the document on the left side and the image of the document that you uploaded on the right side.
  7. Click a field on the left and the corresponding information from the uploaded image on the right. You must perform this action for all the fields specified in the document.
  8. Click Preview to review the Json format of the fields and the selected corresponding values. You can use this format for debugging, if required.
  9. Click Save to save the template.