Document Type
Scope
FAQs and quick references for creating, annotating, and registering Document Types in Document Manager, including supported attribute types and redaction.
Glossary: Supported Attribute Types
| Attribute Type | Description | Example |
|---|---|---|
| Alpha Numeric | A mix of letters, numbers, and sometimes special characters. | Invoice Number: INV-2025-08-001 |
| Barcode | Machine‑readable image for quick scanning. | Barcode printed on invoices |
| Checkbox | Binary box that is checked or unchecked. | [X] Organ Donor: Yes |
| Date | A specific date. Standard formats supported. | Date of Birth: 15/05/1990 |
| Enumeration | Pick one option from a list. | Payment Method: Credit Card |
| Free Form Text | General text not fitting a specific category. | Remarks: "See medical history attached" |
| Name | Full name of a person or company. | Vendor Name: ABC Suppliers Ltd. |
| Numeric | Numeric value for quantities/amounts/IDs. | Total Due: $1,500.00 |
| Signature | Handwritten confirmation/identity mark. | Signed authorization |
| Table | Rows and columns for structured data. | Line items: Quantity, Unit Price, Total |
Data Redaction
Redaction hides or masks sensitive data (PII) in documents and extracted values to protect privacy and comply with regulations.
Steps to enable on an attribute:
- Open the attribute in the Taxonomy panel (or create one).
- Toggle Enable Redaction.
- Choose a method:
- All Characters: Replace all characters (e.g.,
XXXXXXXXXX). - First N Characters: Redact the first N characters.
- Last N Characters: Redact the last N characters.
- All Characters: Replace all characters (e.g.,
- Click Save and repeat for other sensitive fields.
Supported types for redaction: Alpha Numeric, Free Form Text, Numeric.
Annotation Toolbar
Use these tools on the annotation screen:
- Hand (H): Pan the document
- Box (C): Create a box‑annotated attribute
- Table (T): Create a table attribute
- Zoom In (I) / Zoom Out (O)
- Fit to Screen: Fit page to viewport
FAQs
What is a Document Type? A reusable template (schema/taxonomy) that teaches the AI what fields to extract for a specific document category.
How do I verify extraction is correct? Use the Document Extraction tab to review values and confidence. If incorrect, adjust annotations, data types, or instructions; then re‑run extraction.
Tips to improve extraction quality? Use high‑resolution samples, precise bounding boxes, correct data types, clear descriptions/instructions, and accurate table schemas.
Who can create/register Document Types? Users with Document Manager permissions. If access is restricted, contact your admin.