Extract Records

• Login to https://app.sagexglobal.ai/

• Go to Assigned > Extraction

• Select a document of choice, and click the document link icon

• In the document view that opens up, add a new record

  • Add values to the fields of the record

• Once all records are added, click "Submit Extraction"

Adding Records

• Click the "Add Record" on the sidebar

• Once you see the field names loaded up, select a value from the document and click the field name to add it as the value for the field. In case you already have a value on the field and want to append more, hover over the field and click the "+" icon that appears. This will not replace the existing values but add the new selection into it.

  • Once added, the values can be seen in a list at the bottom of the sidebar by clicking the field value.

  • You can then remove certain selections if you want

• Once a record is completed, you can continue to add another or click "Back" to switch to the record list view

• You can select and delete records that may not be relevant

Selecting Values

• Values can be selected by using the mouse to select text by dragging across the screen

• Single words can be selected by simply clicking them

• Whole sentences can be selected by triple clicking any word in the sentence

Finding Similar Records

• Label a few rows from the table.

• Click on the <find similar records icon> if it appears on the top of the record menu (Click “Show”).

• Select the records to be added from the grid placed on the document view.

Special Hints

• Certain types of values, for eg. numbers associated with currency may provide a hint with the added value for a field. The hint link will allow you to auto select some text that will add more meaning to your selected value like currency symbols or codes in case you only selected the numerical part of the value.