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Tutorials > Solution Designer > Integrations > Thereforeâ„¢ Smart Capture > Creating a Thereforeâ„¢ Smart Capture Workflow

Usage of the automatic grid in Smart Capture

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What is the automatic grid?

The automatic grid is a tool for extracting data from tables or table-like objects. The AI will suggest a grid approximating the table. The user can manually adjust the grid to correct the AI’s approximation.

 

What are the uses of the automatic grid?

The automatic grid allows and speeds up extraction of tabular data. It saves the time used to manually extract data from invoices or similar documents.

 

How to use the automatic grid function?

Go to Line Items and click the Grid icon. A light-blue grid is displayed over the tabular data. Click the Edit Grid icon to edit this automatic grid. Columns and rows of the grid can be adjusted. A prompt ‘Extract Data from the Grid’ is displayed. Click Apply to extract data or Decline to cancel. During the extraction process, the dialogue ‘Extracting data’ is displayed.

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