Upload and extract your first document

This guide walks you through processing your first document in Docxster, from upload to reviewing the extracted data. It takes about five minutes.

Before you start

• You have access to a project in Docxster.

• A sample document to test with, such as an invoice or a bill of lading, saved as a .pdf, .png or .jpg file.

Step 1: Upload a document

1. Open your project and select Drive in the left sidebar.

2. Select Upload, then choose a file from your computer or drag it onto the page.

3. Wait for the upload to finish. The document appears in Drive with the status Uploaded.

Step 2: Choose a document type

A document type tells Docxster what kind of document this is and which fields to extract from it.

1. Open the document you uploaded.

2. Under Document type, pick an existing type, such as Commercial invoice.

3. If no type fits, select Create document type and add the fields you need.

Note: You can change a document’s type later. Docxster extracts the fields again when you do.

Step 3: Extract and review the data

1. Select Extract. Docxster reads the document and fills in each field.

2. Check each value against the document preview. Fields with low confidence are highlighted for review.

3. Edit any value that needs correcting, then select Save.

Where your data goes next

Extracted data is saved with the document. To send it to another system, map it to an output form or add the document to a workflow.

Next steps

• Create a document type for the documents you process most often.

• Build your first workflow to process documents automatically.

FAQs