Define tables and columns
To define tables and columns on a document please import a document, open it and go to table extraction view as shown before (via "Line Items").
You will end up in following screen where you can activate Training Mode:
By pressing the "Edit" button, table selection mode will be activated and you will be able to edit the document shown on the left side:
You are now able to use the autodetect tables functionality and the system will automatically define the tables on the document:
If the system is not able to find the tables automatically, you can manually define the tables on the document like shown in the video below:
Once the tables are defined you can manually define the columns via the following button:
Define and sort the columns via drag and drop on the document like shown in the video below:
Repeat this for the tables on the other pages as well. As an alternative, if the tables are equal on each page, you can use the following button to use the same column for all tables defined in the document. This functionality copies the columns that you have defined to all other pages as well:
If the document is very confusing, it can be zoomed in or out using the "Zoom in" or "Zoom out" functionality. This is helpful, for example, when a lot of information is close together as this can make it difficult to define the columns:
If you defined a column by mistake it can be selected by clicking it and then deleted again via the following button:
Note: The button is only visible if the column is selected.
If you are done defining all tables and columns on your document use the "Save" button to activate your changes and to extract the data from the document:
The data of all defined areas will be extracted and shown on the right side:
In the next section you will learn how to adjust the data that has been extracted.