Smart Assistant Button#

The "Smart Assistant" button allows you to analyze a document and create a template for the document.

When the "Smart Assistant" button is pressed, the following settings are available:

No.Interface ElementDescription
1.“Automatically Extract Attributes” settingAllows the Robot to determine attribute values automatically, without direct specification.
2.“Extract Only Specified Attributes” settingAllows you to specify certain attributes to extract from the document (e.g., "buyer" or "seller").
3.“Extract Specified and Automatically Determined Attributes” settingAllows you to directly specify the attributes needed for extraction, as well as let the Robot determine the fields present in the analyzed document.
4.“Also Extract Tables” flagAllows extracting table headers from the document.

If the flag is not set, the table in the document will not be considered.
5.“Clear Template” flag

Allows clearing the following in the template on each run:

  • Anchors,
  • Attributes,
  • Drawings,
  • Table drawings.

The Smart Assistant will help in working with the Template Generator: it will show how the document is analyzed and how the template is created.

An example of working with the "Smart Assistant" in the Template Generator is demonstrated here.