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.

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.