Documents with Auto Data Extraction by AI Assistant

Upload a sample document and describe the format of data you want to extract using plain language. The AI assistant will generates the optimal regular expression to perform the extraction.

Step 1

Make sure that the settings for the cloud storage you want to use are already configured.

For setup instructions, please refer to Connect with Cloud Services .

Step 2

Click the Configure button of this template.

Step 3

Configure the settings for the cloud storage destination, then click on Next.

Step 4

Upload a sample document, then click on Next.

Step 5

Describe using natural language the data you need to extract from the document. For example: “Extract invoice numbers in the format INV-12345 from the upper portion of the first page”.
Once you’ve finished entering, click on Next.

Step 6

You will see some examples of the generated Regular Expression. You can also see some Advanced Details, such as Initial Prompt, Generated Regular Expression or the explanation for each pattern. You can then press the Finish button to apply this template, or click on Back to refine your prompt.

Step 7

You will see that the settings for MFP Scan, PC Local File, Zones, Extracted Data Validation, Cloud Storage, and General Settings have already been configured. Make any changes if needed.

Step 8

Click the Save button to save the application settings.

Settings applied by the template

MFP Scan	Scan Color Mode	Auto Color Select
	Original Sides	1 Sided
	Document Orientation	Readable Direction
	Scan Resolution	300 dpi
	Document Size	Auto
	Manual Density	0
	Scan Method	Normal
Zones	Sample Document	The sample document selected in Step 4
	Data to be Extracted	Content filter: Match regular expression- Sub Text Regex pattern: generated in Step 6 Data type: auto-generated in Step 6 Data ID: auto-generated in Step 6
Extracted Data Validation	Validation Method	Confirm on the UI at runtime Add to confirmation list on web
Cloud Storage	Service	Cloud storage service set in Step 3
	Folder	Folder set in Step 3
	File Type	PDF
	File Name	Time Stamp
	Metadata Fields	This field is automatically configured based on the Data ID auto-generated in Step 6
	Metadata Settings	None
General Settings	App Usage Permission	All Users
	App availability	On MFP On PC
	Failure Notice Email Address	User’s mail address
	Failure Notice Email Subject	“ Regex template - Error - your document could not be sent”