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Extract fields using Copilot Auto Extract

Use the procedure in this topic to extract fields for configurable document types using Copilot Auto Extract.

Before you begin

Before adding extraction fields using Copilot Auto Extract, verify that the following steps are complete.

Procedure

  1. If the field extraction screen is not already displayed, select Fields .

    The first document type in your solution is displayed in two parts. The document types and their fields appear on the left and the document image for the currently selected document is on the right.

  2. Select a document and then select Pause extraction.

    By default, each time you add a new field, all fields are sent for extraction. This is not ideal when using Copilot Auto Extract because each call to the AI provider costs money.

    Pausing extraction enables you to add all of your fields before performing extraction.

  3. Optional. Select Hide suggested fields.

    This option is useful if the list of suggested fields interferes with readability.

    You can select Show suggested fields at any time to view or add suggested fields.

  4. Select Add Copilot Auto Extract field.
  5. In the Add Copilot Auto Extract field window configure the following settings.
    Name

    Enter a distinctive and useful name that is displayed if any user actions are configured.

    When a field is created:

    • Any lowercase characters in a field are converted to uppercase.

    • Any non-alphabetic characters or spaces are converted to underscores.

    For example, "Invoice number@1a" is converted to "INVOICE_NUMBER__A." This is the name referenced for scripting rather than the name displayed to users.

    Description

    Add a description for the content you are extracting.

    See Guidelines for descriptions for more information on useful descriptions.

    For example, for a field called "Name," add a description such as "The name of the person submitting the form."

  6. Select Save.

    Your new Copilot Auto Extract field is added to the Fields tab for the selected document type. When a value is found, it is highlighted on the document, and the training circle indicates the field confidence. If the training circle icon is orange, add this field to additional documents.

    The highlight might not match the actual content if the information is inferred.

  7. Optional. Add additional Copilot Auto Extract fields to this document.
  8. Once you are done adding Copilot Auto Extract fields for the current document, select Resume extraction so that you can ensure the fields you added behave as expected.
  9. Repeat steps 2 to 8 to add Copilot Auto Extract fields to other document types in your solution.

Next steps

More info