Create your first project

A project holds your documents and the fields to extract from them. Start from a ready-made template: it takes under a minute.

Step by step

1. 01

   Start a new project

   Click Create a project, at the top right of the list.

   

2. 02

   Name the project

   Give your project a name, then a short ID.

   

3. 03

   Pick a template

   Keep the Pre-built Template option, then open the template list. You'll find ready-made templates for your accounting software and your documents. Choose Invoice project.

   

4. 04

   Create the project

   Click Create. Your project is ready: all that's left is to drop in your invoices.