Setting up Export Templates
Go to the “Workspace Setup” menu
Locate the workspace you want to configure and click the settings icon to edit the workspace configuration.
Navigate to the Export tab.
Select a template from existing ones or create a new template.
Once the template is created, Click “Publish” it to make it available for use.
Changing Column Order
Locate and click on “Change Column Order”.
Review the list of fields displayed on the page.
Select each field and drag it to the desired position or swap it with another field.
Once satisfied with the order, Click “Confirm” to save the changes.
Finally click “Publish” to publish the export template.
Building the Template
To build your template, follow these steps:
Click on “Select Template” to choose the desired template.
In the “Enter Template” box, type the template name and press Enter.
Click on the “+” icon to add the template. A preview with all the fields will appear.
Click on the “Edit” icon next to the field name.
You can edit the “Column Name” and “Type of Transformation”.
To edit an existing column transformation, Click on the “Edit” icon next to the field.
In “Type of Transformation”, select the appropriate transformation from the dropdown menu.
After selecting the transformation type, Select “Apply to Field” and choose the field to be changed.
Click “Update” and then “Close”
To create a new column transformation, click on the “Add new” button in the field preview, select the type of transformation, the field it applies to, then the transformation and then click “Create” and close the modal once done.
Click “Publish” to finalize and publish the export template.
Setting up the Column Transformation
When editing a column or adding a new column to the template builder, you can select what you want as the output in the column
You may choose to combine values from multiple extracted fields, or you may choose to split the value from an extracted field and pull only one elements of it (for ex.: you want only the year from an extracted date value)
Check the column preview to ensure that the value is what you need.
To add additional parts to the preview for a particular column, click on the “Edit” icon on that column, then you can select the Type Of Transformation from the drop down, the field it applies to and then the transformation. Now click on “Create” and then close once you are done.
This will add an additional part to the existing column or if you want to edit an existing part, click the edit icon for that column and edit the transformation. If you want to remove a part, click the "Delete" icon.
Column Transformations Available:
Choose the transformations as follows:
Bookmark - Allows providing a bookmark for any captured field in the output provides the page number and the geometric X,Y coordinates of any field you select.
Date - Allows presentation of the captured value as part of a date. You can extract the following parts of the date from the captured value using the Date Representation selection:
Day - Day of the month
Day Position - Day of the year
Month - Month Number
Month Short - Month Name in short
Month Full - Month Name in Full
Year - 4 digit year
Year Short - 2 digit year
Period Length - the number from a period value (3 from "3 months")
Period Length Unit - the unit from a period value ("month" from "3 months")
Currency - Allows transformation of currency info into Currency Code, Currency Name or Currency Symbol for the selected extraction field
Document Details - Allows the addition of document details to the exported data. The following details are available
Document ID - Automatically generated Unique ID for any document uploaded into the system
Document Name - Original name of the document uploaded into the system
Document Field - The specific area within the document where data is extracted or entered.
Original Value Text- Allows the presentation of the original text in the export
Custom Text - Allows the addition of any piece of text into the output (typically used to add the "/" in dates or any fixed piece of text like "(in thousands)" that has to appear with every value in the export column
Language Code - Allows the export of the detected language code
Numerical Value - Allows the presentation of any numerical value as an absolute value, a signed valued
Custom Script - For the technically inclined, allows the use of java script code to do custom transformations on the different extracted values
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