Extending and Editing

Document type is your configuration for data extraction of a single type of document, some of which can be changed later on. You can edit document types on the Dashboard page. Look for your document type in the list, and click on the .

You can always:

✅ Add new metadata fields

✅ Add new line item fields

After creation, you cannot:

❌ Change OCR engine

❌ Change field names

❌ Change document type name

❌ Delete metadata fields

❌ Delete line item fields