Overview

This guide walks through creating and registering a new Document Type — the foundational step for teaching the AI how to extract data from your specific documents.

Step 1: Navigate to the Document Type Manager

1. From the main dashboard, hover over Data Hub in the top navigation bar.
2. In the dropdown, under Document Manager, click Document Type.

This opens the "All Document Type" page listing existing types.

Step 2: Create and Configure the New Document Type

1. Click + Create New Document Type.
2. On the "Upload Document" screen, fill in:
   • Document Type Name: Clear, unique name (e.g., US Drivers License - CA).
   • Layout: Choose the best fit (e.g., Structured).
   • Tags (Optional): Add tags for organization.
3. In the "UPLOAD FILE" section, drag-and-drop or browse to upload an example document.
4. Click Next Step.

Step 3: Review the Initial (0‑Shot) Extraction

After upload, you land in the annotation interface. The system automatically performs a 0-shot extraction — an initial attempt to identify and extract data with no prior training.

On the right, two tabs present the results:

Taxonomy (Field Names)	Document Extraction (Field Values)
The Taxonomy tab lists attribute names the AI believes are present — your starting schema.	The Document Extraction tab shows extracted values with confidence scores.

Refine this into a clean, reusable taxonomy.

Step 4: Refine the Taxonomy

Editing Standard Attributes

1. Click an attribute in the list to open its configuration panel.
2. Define properties:
   • Attribute Name: Use a friendly, unique name (e.g., Date of Birth).
   • Annotation: Adjust the bounding box on the document image as needed.
   • Select Type: Choose the correct datatype (e.g., Date, Free Form Text).
   • Description / Instruction: Provide context for the model and reviewers.
3. Click Save.

Date attribute	Free-form text attribute

Configuring Table Attributes

1. For a Table attribute, first set approximate Columns and Rows. Draw a bounding box around the entire table.

2. Click Manage under "Configure Columns" to define the internal schema.

3. Configure each column's Header, Alias, Data Type, and guidance. This standardizes your table output.

Step 5: Verify the Final Taxonomy and Extraction

1. Review the Taxonomy tab for your finalized attribute list.

2. Review the Document Extraction tab for correctness and formatting. Use tags for filtering where useful.

Step 6: Register the Document Type

1. Click Register in the top-right.
2. Status changes from Draft to Registered.