Template

Overview

A template is a reusable pattern that tells Regoxa exactly which fields to pull from a document, and where to find them. Set one up once for a document layout — like your standard invoice or bank statement — and reuse it every time you extract data from that layout, instead of mapping fields by hand each time.

To create a template, complete the following steps in order:

1

Start a new template

Go to the Template page and click Create Template.

2

Choose a source document

Browse or search My Files for a document, or upload a new one, to use as the basis for your template.

3

Get to know the Template Editor

The editor opens with a Fields panel, a Document Preview, and a Save Template button.

4

Add a field

Create a field for each piece of data you want to extract, with a name, output format, and validation.

5

Map the field to the document

Draw a box on the document preview around the content each field should capture.

6

Adjust mapped fields as needed

Reposition, resize, rename, or delete any mapped field on the preview.

7

Save the template

Name your template and tag it so you can find it later.

Next steps

• Template — full, step-by-step instructions for creating and managing your templates