Creating Template Driven Project

  1. Enter the name of the template in Enter Template name field. 

  2. Select the required documents by drag & drop or selecting from a path.

  3. Click Add Form. The forms are successfully uploaded and the screen is refreshed as shown in Figure.Figure.

  4. You can update or add new documents to the form.

  5. You can also view, edit, delete, export, import the template from the Form List Panel as shown in FigureFigure.

  6. Click Next. You will be navigated to Contour tab as shown in FigureFigure.

  7. You can mark Fixed Fields, Tables, and NLP as per requirement from the document preview. 

    1. To mark natural language(s), select NLP from Training fields and mark the field in the document preview. Enter the marking name and click Save.

    2. To mark tables, select Table from Training fields and mark the section in the document preview. Enter the marking name and click Save.

    3. To mark fixed fields, select Fixed Field from Training fields and mark the fields in the document preview. Enter the marking name and click Save.

  8. Click Next. You will be navigated to Publish tab as shown in FigureFigure.


  9. Click on Publish tab to publish the trained document. You may test your project by uploading a document.

 

Feedback

Copyright © 2021 UST Global. All Rights Reserved.