User Manual
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    • Getting Started
      • Introductory Note
      • Creating an Account
    • Setting up Workspaces
      • Buying a new Workspace
      • Single cluster and multiple cluster
        • Setting up a Single Data Cluster
        • Setting up Multiple Data Clusters
      • Setting up Fields to Extract
      • Setting up Export Templates
    • Assign Users
      • Create Users and add them to the Realm
      • Assign User To A Workspace
    • Running the Extraction WorkFlow
      • Upload Documents
        • Uploading documents from the Admin panel
        • Uploading documents from Web App
      • Extract Records
      • Verify Records
      • Export Data
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Running the Extraction WorkFlow

This section provides detailed guidance on different stages in the product

PreviousAssign User To A WorkspaceNextUpload Documents

Last updated 10 months ago

The process of running the extraction flow involves several steps, including uploading documents to, extracting information from the documents, adding and verifying records, and finally exporting the data in a desired format. Once you login, you can go to Operations > Documents and select "Upload" to upload your document. The system will process the document and make it available for extraction under "Assignment". You can then add records by selecting values from the document and inputting them into fields. After all records are added, you can submit for verification and make any necessary edits. Finally, you can export the data in the format of your choice (CSV, JSON or XLSX) under "Operations > Records".

Follow the detailed step-by-step guide below.

https://app.sagexglobal.ai/
Upload Documents
Extract Records
Verify Records
Export Data