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How to add table extractions in Form Extraction

How to use table extraction in Form Extraction to extract tabular data from similarly formatted documents at scale, available from DataSnipper v6.1.

From DataSnipper v6.1, Form Extraction can detect and extract tabular data at scale. Draw a table snip on the first document and DataSnipper automatically finds and extracts the same table from all other selected documents.

Video tutorial

What the video covers

How to start a new Form Extraction, add a standard field extraction and a table extraction, reorder extractions, and export results to Excel.

Prerequisites

  • Similarly structured documents (e.g. invoices, contracts, tax forms)

  • DataSnipper v6.1 or later

Steps

  1. Click Document Extraction in the DataSnipper ribbon and select Form Extraction.

  2. Click Start new form extraction and import or select the documents to use.

  3. Click Add extraction and draw over the area containing the field you want to extract. Repeat for each field.

  4. To add a table extraction, click the arrow next to Add extraction and choose Add table extraction. Draw over the table in the first document.

  5. To reorder extractions, hover over the left panel and drag them into the desired order. Changes appear in real time in the preview.

  6. Click Export to Excel. Your extractions appear in a new workbook.

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