Automated extraction

Automated Extraction enables you to save templates based on files with standardized layouts, then use those templates to efficiently extract data from relevant files.

1. On the ribbon, select Automated Extraction.

2. In the Automated Extraction window, select New.

   

3. Select the files with the desired layout, then select Confirm.

   

4. The Extractions window appears. In the document view (left side), select a document from the dropdown. In the extraction view (right side), select an extraction method from the dropdown:

   • Extract per file: Extract selected data once per file.

   • Extract per page: Extract selected data multiple times per file, across all available files.

5. On the document, draw boxes over the areas you want to extract. The "anchor point" is automatically selected based on the extracted data and populates the column name in the extraction view.

   

6. In the extraction view, select the ellipses () next to the column header of each extraction range to rename it, delete it, or edit the anchor point (if the automatically selected anchor point is inaccurate).

   

7. To save the ranges for reuse, select Save as new template. Enter a title and description of the template, then select Save. The template appears in the Automated Extraction list for future use. It can be used on files with the same layout to automatically extract the relevant data to your worksheet.

   

8. Select Export to worksheet to send the extracted data to your worksheet without saving it as a template. The extraction ranges are visible on the sidebar.