Create fields

A field is a piece of information Scanee extracts from every document. Its name, type and description guide the AI.

Step by step

1. 01

   Open the Fields tab

   Open your project. Click the Settings icon at the top of the document list. Open the Fields tab: it shows all the project's fields.

   

2. 02

   Create and name the field

   Click the button to create a field. Give it a clear name, for example Vendor GST number.

   

3. 03

   Pick the type and write the description

   Choose its type: text, number, date or list, depending on the information. Then write the description. It tells the AI which information to extract, and in what format.

   

4. 04

   Save the field

   Click Create. The field is added to the project: Scanee will extract it from every new document.

   

5. 05

   Manage fields from a document

   You can also manage your fields right from a document. Open the Document details panel, then click the gear icon: there you can edit your fields or create a new one.