Document Extraction
Purpose
Document extraction converts submitted document content into structured fields that can be reviewed or consumed by another system.
Prerequisites
- Signed-in xTrakt account.
- Active tenant or subscription access.
- A document that matches a known template.
- Required upload or API access for the workflow.
Workflow
- Open the extraction area.
- Select the correct template or use classification to choose one.
- Submit the document.
- Wait for processing to finish.
- Review extracted values, confidence, and errors when shown.
- Save or approve the extraction result.
- Export or send the result to the next process.
Troubleshooting
| Symptom | Likely Cause | Action |
|---|---|---|
| Access denied | Missing tenant, role, subscription, or API credential | Confirm account access and active subscription |
| Empty result | Template fields do not match document content | Review template field definitions |
| Processing failed | Document format, provider, or service error | Retry with a supported file and check support logs |