Skip to content

Universal Document Analysis

Templates

Save reusable field configurations and apply them to any extraction job or automation.

A template is a saved set of fields — names, data types, and AI prompts — that you can apply to any extraction job or automation. Build a template once and every future job starts pre-configured, instead of defining the same fields by hand each time.

Create a template

  1. Open Templates in the sidebar (/dashboard/templates).
  2. Click New template.
  3. Fill in:
    • Template Name (required).
    • Description (optional) — a short note on what the template is for.
    • Type — choose Extraction for Universal Document Analysis. (The CPE type is used by a different product.)
  4. Build your fields. Each field has a name, a data type, and an optional AI prompt. Add, reorder, and remove fields just like in a job's field configuration — see the data types reference on the Extraction Jobs page.
  5. Click Save template.

Tip: Write clear AI prompts in your templates (for example, "The invoice's grand total including tax"). Good prompts carry over to every job that uses the template and improve extraction accuracy.

Public vs. private templates

The Templates page is organized into two groups:

  • My templates — private templates only you can see. You can view, edit, and delete these.
  • Public templates — curated templates shared with everyone on the team. These are view-only; you can use them but not edit or delete them.

Each template card shows its type, whether it's public or private, and how many fields it contains.

View, edit, or delete a template

  • View opens a read-only preview of a template's fields — handy for checking a public template before you use it.
  • Edit (private templates only) reopens the template so you can change its name, description, and fields.
  • Delete (private templates only) removes the template after a confirmation prompt.

Use a template in a job

To apply a template:

  1. In an extraction job, go to Configure fields (Step 2).
  2. Choose Use template and select the template you want.
  3. Load its fields, then adjust them for this job if needed.

Note: Applying a template copies its fields into the job at that moment. Editing the template later does not change jobs that already used it, so your past results stay consistent.