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Filters allow you to classify, route, or skip documents before extraction. They are designed for workflows where you send multiple document types into the system and need to:
  • Apply different templates to different document types
  • Automatically skip unsupported documents
  • Reduce consumption fees by avoiding unnecessary extraction
When using filters, you do not need to explicitly specify a template at extraction. The filter evaluates each document and automatically decides:
  • Whether the document should be extracted
  • Which template will be used

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How Filters Work

A filter is a set of rules that define how the system should classify incoming documents. Each rule represents one possible decision the system can make based on the content and appearance of a document.

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Key Requirements

  • You must create at least one template before creating a filter
  • Each document is evaluated against the filter rules
  • Each rule is evaluated independently

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Rule Configuration

The Document Name is a label assigned to a rule when it matches a document.
  • It does not need to match the template name
  • It does not need to reflect the actual document type
  • It is used purely as an identifier in the output
Requirements
  • This field is mandatory
  • Every rule must have a Document Name
The Document Description defines what the document looks like and is used by the system to distinguish between document types.This description can be based on:
  • Visual layout (tables, headers, logos)
  • Common phrases or keywords
  • Document structure
  • Formatting or content patterns
Guidelines
  • This field is mandatory
  • Be as specific as possible
  • Descriptions can reference both visual and written attributes
The Extract option controls whether documents matching this rule should be processed or skipped.
  • Enabled:
    • The document will be extracted
    • You must select a template
    • Consumption fees apply
  • Disabled:
    • The document will be skipped
    • No extraction occurs
    • No consumption fees are applied
This is especially useful for ignoring:
  • Unsupported document types
  • Irrelevant attachments
The Template field specifies which template should be used when extraction is enabled.
  • This field is required only if Extract is enabled
  • The selected template determines:
    • Which fields are extracted
    • How the data is structured in the output
If Extract is disabled, no template selection is required.

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Best Practices

  • Place more specific rules first and general rules later
  • Always include a final catch-all rule to handle unexpected documents
  • Use filters to control costs by skipping irrelevant documents
  • Keep document descriptions focused and unambiguous
The example filter below contains three rules:
  1. Invoice Rule
    Any document that looks like an invoice is:
    • Labeled as an invoice
    • Extracted using the Invoice template
  2. Bank Statement Rule
    Any document that looks like a bank statement is:
    • Labeled as a bank statement
    • Extracted using the Bank Statement template
  3. Catch-All Rule
    Any document that is not an invoice or bank statement:
    • Is skipped
    • Is not extracted
    • Does not incur any consumption fees
Each row in the filter represents one rule.Picture9 2