How to create custom templates for automated document processing?

Create custom templates for automated document processing using DocsLoop

This task can be performed using DocsLoop

Simplest AI document extraction platform

Best product for this task

DocsLo

DocsLoop uses advanced AI to extract data from documents with 99% accuracy and zero human intervention. With pre-built templates for common documents and a custom builder for specific needs, we deliver true automation across industries with straightforward, competitive pricing.

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What to expect from an ideal product

  1. Open the template builder and pick a sample document you want to process regularly
  2. Mark important data fields on your document by clicking and naming them (like dates, amounts, names)
  3. Fine-tune the template by setting rules for where DocsLoop should look for specific information
  4. Test your template with a few different document versions to make sure it catches everything
  5. Save and activate your template, then start uploading documents for automatic processing

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