Document tables can be created using Predefined Schemas or New Schemas. To know more about creating a new table, click here.

Predefined Schemas

The following standard schemas for regular documents are available for easy use.

Invoice

In addition to the default columns, you can add additional columns as per the requirement.

1. Select the columns from the predefined fields.

   Invoice Number, Invoice Date, Total Amount, PO Number, etc.

2. Add columns of your choice.

Bill of Lading

In addition to the default columns, you can add additional columns as per the requirement.

1. Select the columns from the predefined fields.

   Bill of Lading Number, Bill of Lading Date, Customer Order Number, Delivery Number, etc.

2. Add columns of your choice.

The names and datatypes of the predefined columns are non-editable.

Extracting the fields

You can toggle the Extract button to Extracted for all columns you want to extract from the document. Machine Learning engine automatically extracts these fields.

You can toggle the Extract button to New for all columns you do not want to extract from the document. They will be populated later by the automation Tasks.

In a Invoice Processing HyperApp, Document Table is created with Invoice schema as shown below.