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To set up a Forms activity:
  1. On the Activities tab, add a Forms activity to the document processing flow.
  2. Click Activity Editor. On the Blank Form tab, upload one sample blank form for each variant of your document (we do not recommend uploading more than 10 different variants). Label the fields in from which data must be extracted. For guidelines on labeling, see Labeling documents.
  3. Click Train Activity.
  4. Click the Test Set tab and upload completed test documents. Make sure that all the fields are labeled correctly on each document. If any field locations don’t match those on any of the uploaded sample blank forms, add a sample blank form for that document variant.
  5. Click Test Activity. When the process completes, click the Results tab and review the results. If you are not satisfied with the results, adjust the labeling and train the activity again.