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Template Automation Page

The Smart Automation pipeline eliminates the need to manually choose individual processing templates for every upload. By configuring automatic extraction rules, the system intelligently reads incoming documents, scans their content for specific text identifiers, and pairs them with the correct extraction profile automatically.

Step 1: Enabling Auto-Extraction​

  1. Navigate and Toggle: Go to the Settings page, locate the Automation block, and switch the Auto Extraction toggle button to enabled.
  2. Configure Fallback Template: In the configuration pop-up window that appears, select your preferred Fallback Default Template from the dropdown menu. This template serves as a secure safety net and will be used automatically if a document does not match any of your custom classification rules.
  3. Save Changes: Click the Enable Automation button to apply your changes globally.

Template Automation Page

Step 2: Auto Detect Mode​

  1. Automatic Mode Shift: Once automation is enabled, the Service page automatically switches the template selection field to Auto Detect.
  2. Streamlined Processing: Documents can now be uploaded and processed immediately without manually selecting a processing template from a dropdown menu.

Template Automation Page

Step 3: Creating Smart Classification Rules​

  1. Access Mappings: Go to the Template Mappings section in the main platform menu.
  2. Open Configuration: Click the + New Rule button on the top right to open the New Classification Rule configuration window.
  3. Select Target Profile: Choose the specific Target Template that you want the system to load when a match is successfully identified.
  4. Define Match Logic: Choose how strictly the system should evaluate the text:
    • Contains Keywords (Simple): Triggers if the system scans the document and identifies any of your specified phrases.
    • Regular Expressions (Advanced): Utilizes advanced pattern-matching rules for intricate text structures or variable strings.
    • Exact Match (Strict): Requires a direct, character-for-character textual match to apply.
  5. Input Key Identifiers: In the Keywords field, enter unique, comma-separated identifying terms that consistently appear on that exact document type, then click Create Rule to save it.

The system will automatically scan the OCR text of your uploaded documents for ANY of these specified keyword values to determine a match.

Template Automation Page

Step 4: Processing Logic Pipeline​

  1. Rule Match Pipeline: When a document is uploaded, the platform instantly uses built-in AI to analyze the document layout and text content. If the AI identifies a match with any active rules, the system maps the file to its designated template and generates a structured JSON output immediately.
  2. Fallback Execution: If an uploaded file contains completely unfamiliar text or does not trigger any of your custom rules, the system gracefully bypasses errors and processes the document using the pre-selected Fallback Default Template. This guarantees a 100% processing success rate without manual system interruptions.