Enable field extraction
Use the procedure in this topic to enable field extraction to extract individual fields on a document.
It is necessary to enable field extraction for both user-defined and predefined document types.
Before you begin
Before you enable field extraction, verify that you have at least one user-defined or predefined document type.
Procedure
- Select the Fields menu.
-
Toggle
Define fields and teach the system to extract data from your document types
to
Yes. (Default: No)
The first document type is displayed. All subsequent document types are collapsed.
Next steps
- Edit field properties to apply field formatting and validation both user-defined and predefined document types