User Manual
  • Welcome
    • 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
    • Databridge
      • Inbox
      • Purchase Orders
      • Sales Order
      • Exception
      • General
      • Duplicates
      • Starred
      • Direct Entry
      • Audit Logs
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  1. Welcome
  2. Setting up Workspaces

Setting up Fields to Extract

  • 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 Fields tab.

  • Define extraction fields by specifying names and optional descriptions.

  • Click on “Add Field” for each field you want to create.

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Last updated 11 months ago