Upload Sample Documents

1. You will be directed to the Upload Documents tab

2. Drag-and-drop, or click to search and add one or more sample documents

3. Click continue
   
   
   
    

💡 Best Practice: Use several sample documents that represent the variations you expect (e.g., multiple pages, variety of line items or table rows). This makes building parsing rules more accurate.

✔ Next Up Create or generate Parsing Rules The next step will demonstrate how to create parsing rules to target specific data or tables within your document! 👉Click to Proceed