Add and Annotate Section and Group

Step 1: Create a new document type

1. Head to the Administration module, choose Document Type and select Create New.
   
   
   
   
2. In the Create new Document type page, enter the document type Name.
3. In the Nature of document, select the following required option(s).
   • Free flow – Use this option to extract the information from the documents such as Driving License, Passport, and more. 
   • ID – Use this option to extract the information from the document such as 
   • Form – Use this option to extract the information from the document such as Insurance Application form, Bank Account opening form, and more.

Note: You can select multiple options for the Nature of Document, as some documents may be a combination of Forms, ID cards , and Free flow formats.

4. Optional: Enter a Description and add an Image.
   
   
   
   

Step 2: Add section and group

1. In the Create new Document type page, select Add section.
   
   
   
   
2. The section pane that appears, enter Section header name.
   
   
   
   
3. You can add fields/tables in this section.
   • To add fields in a section, see Define fields in a section.
   • To add tables in a section, see Define tables in a section.

Define fields in a section

1. In the Labels window, select Add field.
   
   
   
   
2. Enter the field name and select the appropriate data type from the drop-down list. 
   
   
   
   
3. You have the option to choose from various data types to annotate and add to your Extractor Asset. Each data type serves a specific purpose and can be tailored to meet your document processing needs.
   • Text: Choose this option if you wish to annotate only textual information against a field. 
   • Number: Choose this option if you wish to annotate numerical values against a field.
   • Datetime: Choose this option if you wish to annotate dates and times against a field.
   • Image: Choose this option if you wish to annotate images against a field. This allows for the extraction and handling of image data within documents.
   • Currency: Choose this option if you wish to annotate currency-related information against a field. 
4. Click Settings against the field and choose any one of the following Expected Label Output options:

Note: Required once option is selected by default.

• Required once: Choose this option if the field is expected only once in the output, regardless of whether it appears and annotated once or multiple times in the document. 
• Required multiple: Choose this option if the field is expected to appear multiple times in the output, depending on whether it appears and annotated once or multiple times in the document.

5. In the Section settings, assign the required following flags to the fields.
   • Header : This label indicates the header of the group. Choose this label to annotate the header for the group of fields. 
   • Start: This label indicates the starting field of the group. Choose this label if you wish to indicate that this field is the start of the group.
   • End: This label indicates the ending field of the group. Choose this label if you wish to indicate that this field is the end of the group.
6. Select the PII check box if the field contains personally identifiable information to encrypt the field value. This option ensures data security of the field’s information. 
7. Select to add additional fields. 
8. Use to delete a field. 

Define tables in a section

1. In the Labels window, select Add table.
   
   
   
   
2. Enter the table name.
3. Click Settings against the table name and choose any one of the following Expected Label Output options:
   • Required once: Choose this option if the field is expected only once in the output, regardless of whether it appears and annotated once or multiple times in the document. 
   • Required multiple: Choose this option if the field is expected to appear multiple times in the output, depending on whether it appears and annotated once or multiple times in the document.
4. Click Add field to define the columns in the table.
   
   
   
   
5. Enter the column name and select the appropriate data type from the drop-down list.
   
   
   
   

6. Select the PII check box if the table contains personally identifiable information to encrypt the table values. This option ensures data security of the field’s information. 
7. Select to add more columns. 
8. Select to add more tables.
9. Select PII check box to encrypt the field value. Use this option for the PII (Personally Identifiable Information). This option ensures data security of the field information.
10. Use to delete a field.

Annotate section and group

This guide will walk you through the steps on how to annotate Section and Group.

Annotate fields and tables

Once you’ve defined the fields and tables within the section, they will appear as shown in the screenshot below. The group’s header is identified by the Header flag , while the starting field of the group is marked with the starting delimiter flag , and the ending field with the ending delimiter flag. However, annotating fields and tables within the section follows a similar process to annotating individual fields and tables.

Annotating fields and tables within the section follows a similar process to annotating individual fields and tables. 
For more information about annotating fields and annotating a table, see Annotate fields and Annotate a table.