Templates
What Are Templates?
Think of templates as your personal automation assistant. You teach it once how to process a specific type of document, and then it can handle hundreds of similar documents automatically. No more doing the same formatting or extraction tasks over and over.
Real Examples of What Templates Can Do
• Invoice Processing: Extract company name, amount, date, and line items from any invoice format
• Contract Analysis: Find key terms, dates, and obligations in legal documents
• Report Summarization: Turn long reports into consistent executive summaries
• Data Extraction: Pull specific information from forms and documents
• Format Standardization: Convert documents to a consistent format for your team
Instead of manually processing each document, create a template once and let it handle the rest.
Create templates that match your exact needs and workflow requirements.
Getting Started
Ready to create your first template? Here's everything you need to know to get up and running in just a few minutes.
Your First Template in 5 Minutes
1. Go to the playground and click on "Templates" in the sidebar
2. Define what you want to extract - company name, date, amount, etc.
3. Set up the rules - tell the template how to find and format the data
Before you start creating templates, gather these essentials.
The template creation process is designed to be simple and intuitive.
Creating Your First Template
Let's walk through creating a template step by step. We'll use a simple example - extracting information from invoices - but the same process works for any document type.
Example: Invoice Processing Template
Let's say you want to extract: Company Name, Invoice Date, Total Amount, and Line Items from invoices.
This template will work on any invoice format and give you consistent, structured data every time.
Gather Sample Documents
Start by gathering 2-3 sample invoices. Decide what fields you want to extract from the documents.
Pro Tip: Include samples from different vendors or formats to make your template more robust.
Define What to Extract
Tell the template what information you want to pull from each document. Be specific about field names and data types.
Field Name
Company Name
Data Type
Text
Set Up Extraction Rules
Use the template editor to define how to find each piece of information. You can use patterns, keywords, or AI-powered extraction.
Example: For "Total Amount", look for text after "Total:" or "$" followed by numbers.
Test and Refine
Upload test documents to document editor to see how well your template works. Adjust the rules if needed until you get consistent, accurate results.
Pro Tip: Test with 3-6 different documents before using the template on a large batch.
Using Templates
Once you've created a template, using it is the easy part. Upload your documents, select the template, and let Docimate do the work. You can process one document or hundreds at once.
Quick Template Workflow
1. Go to Document Editor and upload your documents
2. Select the template and watch the magic happen
3. Review results and download the processed data
Perfect when you want to test a template or process just one document.
This is where templates really shine - process hundreds of documents at once.
Customize how your template processes documents with these options.