Document Types Overview
A Document Type is the template that tells the platform what kind of document it's looking at and which pieces of information ("fields") to pull out of it. You'll typically create one Document Type per distinct kind of paperwork you process - Invoices, Purchase Orders, Certificates, and so on.
Field Types
Every field you add to a Document Type has a type, which determines what kind of value is extracted and which input control appears when someone reviews a document. All fields share a common set of settings, plus extra settings specific to their type.
Field Rules & Document Identifiers
Field Rules
AI Assistant & Templates
Building a Document Type from scratch, field by field, works well - but there are two faster starting points available from the Document Type Details card.