What do I do after I upload my document?

1. Ensure that the document appears under ‘Assigned for extraction’

2. Offline: Identify the best context to select values from the document [paragraphs, tables, page positions etc. (Select the context which is least ambiguous)

3. Offline: Select only the words that are absolutely necessary to fully understand the data for every field (as far as possible, select continuous text, but if more clarity comes from other text on the page, add them as multi-part values to the same fields)

4. Offline: For all records, ensure that the values are selected from same or similar context consistently

5. Open the document for Extraction

   1. Go to Assigned > Extraction

   2. Click on <document icon> for a document to start extracting

6. Add / Edit Records

   1. Click on <add new record icon> to create a new record or double click on existing record or [CTRL + N]

   2. Offline:

      1. Navigate through records - [CTRL + Left Arrow] or [CTRL + Right Arrow]

      2. Go to Record List view - [CTRL + Backspace]. In Record List View you can:

         1. Navigate records - [use up and down arrows]

         2. Mark all records as Extracted / Verified - [CTRL+M]

         3. Select all records - [CTRL + A]

         4. Delete selected records - [CTRL + D]

         5. Add record to selection [CTRL + Click on record]

7. Add Values to Fields / Label data

   1. Select text by selecting words with single click, text with drag-and-select or whole sentence with triple click.

   2. Click on the field name on the right to add it to the field

   3. Hover over field value and use <+ icon> to keep existing value and add more to it. Or Press [CTRL + J] after labeling text

   4. Replace Label for the same field

      1. Press [CTRL + H] after selecting text

   5. Offline: Press [CTRL + Up/Down Arrow] to choose the previous or the next field

8. Submit document for Verification

9. If there are multiple data clusters, submit each cluster separately.