> For the complete documentation index, see [llms.txt](https://help.sagexglobal.ai/user-manual/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/user-manual/welcome/getting-started/introductory-note.md).

# Introductory Note

The product allows users to automate the extraction of data from Digital PDF documents quickly and efficiently. It allows businesses to jump start their journey into effectively managing the extraction of data from documents while addressing the challenges of many different structures, layouts and representations of the data.

The product simplifies the process into 3 simple steps:

1. [Upload](https://help.sagexglobal.ai/faqs/faqs/document-upload):  Documents will be ingested by the product and it will understand the structure and content of the document to enhance the user experience in the steps that follow.
2. [Extract](https://help.sagexglobal.ai/faqs/faqs/extraction) and/or[ Verify](https://help.sagexglobal.ai/faqs/faqs/verification):  Your document will be presented on the SageX extraction/verification screen. SageX provides you with an easy to use and feature rich environment to help you select and extract your data quickly and efficiently. Once SageX has learned enough about your data, it will predict the values and you can then proceed to the Verification stage to verify the extracted data.
3. [Export](https://help.sagexglobal.ai/faqs/faqs/export):  The data that has been extracted can be sliced, combined and formatted in multiple ways to suit the exact needs of each business and its teams.  This step performs the transformation of the source data and gives it to you in easy-to-use CSV or JSON or XLSX format, ready for your consumption.


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