Which features should I use?

Got a problem but not sure which feature(s) can help you? This page is created to point you in the right direction.

Below is a table on which feature(s) to go for with the target on left. You are still recommended to finish set up one and two before trying out any of them.

Target

Feature

Forms with a shared format

​Form with master image​

Forms of the same type but different format

​Form without master image​

Extract key information such as Total Amount, Date, Time, Address, Name

​Auto Extraction Items​

Extract data from an area with some post-processing

(master form required)

​Post-Processing Scripts​

Locate a specific text block based on a known string value

​Key Value Pattern​

Check if a specific text block exists on uploaded documents

​Text Token​

Check if a logo/icon exists on uploaded documents

​Image Token​

If some information you are seeking isn't covered by our Auto Extraction Items or you have some other problems to solve, we do provide customization services!