Skip to main content
To set up an Extraction Rules activity:

Step 1: Add the Activity

On the Activities tab, add an Extraction Rules activity to the document processing flow.

Step 2: Select Fields

On the Activity Properties pane, select the fields that should be extracted by the activity. Note: All fields are selected for a new Extraction Rules activity by default.

Step 3: Open Activity Editor

Click Activity Editor to open the Activity Editor.

Step 4: Configure the Activity

Configure the activity: a. Turn on the display of pre-recognized objects on the document images. If desired, you can also create a separate document set for the activity and/or upload additional documents. b. Create and configure search elements to locate auxiliary objects and field values. c. Go through Extraction Rules activity debugging until you successfully extract all desired data. This includes compiling and matching the activity, reviewing hypotheses formulated by the activity, and adjusting the search element properties.
Note: You can also import an Extraction Rules activity as a JSON file.

Step 5: Test the Activity

Once the activity has been configured, click Test Activity.

Step 6: Analyze Results

After testing has completed, analyze the field extraction results for your activity. If required, adjust the activity and test it again.