Learn how to use the AI Suggestions to effortlessly extract data from a wide range of documents, whether similarly or differently formatted, at scale.
About AI Suggestions
AI Suggestions automatically detect data fields and extract data from various structured and unstructured documents at scale. Reduce manual tasks, streamline document processing, and increase efficiency significantly with the power of AI.
Pre-requisites:
- DataSnipper v6.1 or later
- DataSnipper Accelerate or Elevate Package
How-to video:
Step-by-step guide
- Click on the Organize button to import your source documents. Here, we are importing a set of passport copies from different countries.
- Click on the Document Extraction button, and select Form Extraction from the dropdown menu.
- Select ‘Start new Form Extraction’, and choose ‘Use AI Suggestions’ from the pop-up window.
- Select the relevant document type - (Identity Documents in this case) from the drop-down menu and choose all the documents you want to extract data from.
- In the new window, check-off the data fields you want to extract (e.g., First and Last Names, Document Number, Date of Birth) and click ‘Accept’ to view sample extractions on the right-side panel.
- Click on the Extract button, following which the data will be displayed in a tabular form on your Excel Workbook.
Document Types available in Advanced Document Extraction
DataSnipper version 6.1
Business Cards, Identity documents, US Health Insurance Cards, US Tax W-2 Forms, various US Tax 1098 forms, Receipts, Contracts, and Invoices.
DataSnipper version 25.1 and later
Bank check (US), Bank statement (US), Closing Disclosure form, Pay stubs, US Mortgage 1003, US Mortgage 1004, US Mortgage 1005, US Mortgage 1008, Variations for US Tax 1040 forms, Variations of US Tax 1099 forms, US Tax 1095-A, US Tax 1095-C, US Tax W-4 and Credit cards.
You can click on the document names (which are linked) to see the fields that can be extracted from them.