Create templates for recurring document types instead of starting from scratch every time.
Templates
Standardize repeatable extraction workflows.
Templates help teams stop rebuilding the same document logic over and over. Define reusable structure, refine it over time, and use it to make recurring workflows faster and more consistent.
When repeat work should become reusable
Templates turns repeated document setup into a reusable workflow.
Without reusable structure, teams repeat the same setup, field expectations, and export preparation across similar document types. Templates turn that repeated effort into a reusable workflow asset.
Edit template structure as the workflow evolves.
Reuse schemas across similar kinds of document extraction work.
Manage export profiles for repeatable delivery needs.
Use Copilot to refine template structure faster.
How teams use Templates
Turn repeated setup into a reusable workflow.
01
Create a template
Start a reusable pattern for a recurring document workflow.
02
Refine the structure
Edit fields, layout expectations, and related setup as the workflow becomes clearer.
03
Add export profiles
Prepare repeatable output structure instead of rebuilding delivery settings each time.
04
Reuse across future work
Apply the same structure and delivery logic to recurring document flows over time.
Inside the template workspace
What teams standardize in Templates.
Template creation
Create reusable workflow definitions for document types your team sees repeatedly.
List and search
Find and manage template families without losing track as standardized workflows grow.
Template workspace editing
Refine structure inside a dedicated template workspace instead of scattering schema decisions across many flows.
Export profile management
Define how reusable outputs should be delivered as part of the template workflow.
Duplicate and evolve
Reuse an existing template as a starting point when similar workflows need variation.
Template Copilot
Use Copilot to help refine schema and structure without abandoning the controlled workflow.
Where it fits
Templates is the standardization layer between structure and delivery.
Templates helps teams turn repeated document work into a reusable operating pattern.
Templates sits between reviewed data and repeatable output delivery. It helps teams preserve what they learn from recurring workflows so future work starts with better structure.
Workflow
Documents / Review -> Datasets / Templates -> Exports
Why teams use Templates
Less repeated setup. More consistency.
If the same kinds of documents keep showing up, teams should not have to rebuild structure, naming, and delivery logic every time. Templates makes that repeated work reusable.
What teams gain
A cleaner path to repeatable workflows.
- More consistency across repeated document operations.
- Faster onboarding for similar document types.
- Cleaner downstream delivery through reusable export setup.
- Less reinvention as document workflows mature.
Standardize the workflows your team repeats most.
Templates helps turn repeated extraction work into a durable pattern your team can refine and reuse over time.