Adding Templates

Templates are created for extracting visual data from the structured and semi-structured document.

To add a new template:

1. Navigate to Smart Bot > Computer Vision.
2. Click Add Template. The CV Template Details page is displayed. 
3. Choose the Template Type as Custom or Domain Specific. 
4. Enter the unique Template Name . Template names must contain only alphanumeric characters.
5. Optionally, enter Template Description.
6. Click Upload File to select the document image that you have to extract data from form or table fields. The supported file types are PDF, JPEG, JPG, PNG, and TIFF. 

Upload File option is not mandatory, if you want to create template using Bar Code, QR Code, Keyword, and/or Model related fields

7. In the Add/Remove Fields pane, enter the field name given in the Field textbox.
   To add more fields from the document, click the icon.
8. Select Field Type from the Form drop-down list. The available Field types are Form, Table, Barcode, QR Code, Keyword, Master Lookup, and Model.
9. Select Value Type from the Text drop-down list. The available Value types are Text, Number, Date, Currency,  GSTNO, and PAN type. 
10. You can also Download and Upload CSV files with defined Field Name and Field Type from any other template.
11. In the Template Configuration section, provide template level configuration, whether to apply the skew/orientation check or not for multiple page documents to specify the pages for extraction. 
12. And, specify Model details either Model name or a Model link if the Model field is selected.  
13. After defining the required fields, click Next for Custom Template to map selected fields and click Save Template for Domain Specific Template type.