> For the complete documentation index, see [llms.txt](https://help.sagexglobal.ai/faqs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sagexglobal.ai/faqs/faqs/extraction/what-do-i-do-after-i-upload-my-document.md).

# 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.

{% embed url="<https://youtu.be/ypiNlusz1b4>" %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.sagexglobal.ai/faqs/faqs/extraction/what-do-i-do-after-i-upload-my-document.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.