Extract
Under Review
This article is currently under review. Some content may be incomplete or inaccurate.
Category: Processing
The Extract activity pulls structured field values out of each document according to the fields defined for its class. This is where the transaction's data is produced.
Configuration
| Setting | Description | Default |
|---|---|---|
| Fields | Fields to extract from all document types. | (project fields) |
| Per-class Fields | Fields to extract only for specific document classes. | (optional) |
| Guidelines | Additional extraction instructions for the model. | (optional) |
| Auto-discover Fields | Let the model find and extract additional fields. | Off |
| Include Reasoning | Ask the model to explain each extracted value. | Off |
| Include Coordinates | Return bounding-box coordinates for each value. | On |
| Send Images | Send page images to the model. | On |
| Send Text | Send OCR text to the model. | On |
Document Examples
The Extract step's configure panel also holds the Document Examples section, which controls the project's Memory: whether reviewed transactions are captured as samples, and how those samples are matched and injected into extraction prompts. See Memory for the full list of options.
Notes
- Bounding-box coordinates power click-to-locate highlighting in the review interface.
- Fields are defined per document class in project settings; see Projects.