This topic provides an overview of running and configuring document extractions in the Sensible web app.

Click through the following slides, or read through the following steps.

Extracting from a new document

See the following for a brief overview of extracting information from an example bank statement doc type:

Configure the app

1. Click + New in the left pane to create a new document type, for example, "bank statements".
2. Click the new document type in the left pane.
3. Click Create configuration and name it, for example, "anyco_bank".
4. Click Reference documents and click Upload document to upload a reference PDF, for example, a typical bank statement from Anyco Bank.
   • (Optional) In the Upload reference document dialog, select the configuration you created. Now the Sensible app always displays this PDF by default when you edit the config.
5. For each company or format of bank statement you want to extract from, create another configuration.

Write the extraction

7. Click a new configuration to edit the SenseML and extract structured data from the PDF. For a tutorial, see Getting Started.
8. (Optional) Click the Validations tab and write validations.

Run extractions

9. Extract data from other bank statements and view the results using the Extraction tab.
10. View past extractions:

• To view extractions for a document type, select the document type, then select the Extractions tab.
• To view extractions for all document types, select Recent extractions in the left pane.