Form Setup


To define how documents are structured visually and logically for accurate extraction.

❖ Functionality:

  • Select form type: Fixed Form (same layout) or Free Form (dynamic layout).
  • Map the form to field zones or anchoring rules.
  • Link form templates to document types.
Form Setup

❖ Example:

  • Fixed form for loan applications (where fields are at the same positions).
  • Free Form for Invoices (each vendor has a different layout).

❖ Benefit:

  • Improves extraction accuracy by adapting to layout types, reducing manual correction.