Choose only the fields you want in the final table.
Templates
Get the same final table every time.
Templates help when the same kind of bill, invoice, form, or report keeps coming. You choose the exact columns you want once. After that, the app keeps using the same table format, so extra unwanted columns do not get added.
Why Templates helps
When the table keeps changing.
Without a template, the same bill or form can give different column names, extra columns, or missing fields in the final table. That makes the data messy. Templates fixes this by telling the app what to extract and how the final table should look.
Keep the same field names and columns each time.
Stop unwanted columns from showing up in the final table.
Set the download layout once instead of rebuilding it every time.
Copy a template when a similar bill or form needs a small change.
Use Copilot to help build or improve the template.
How it works
Choose the columns once. Use them again.
01
Create a template
Make a template for one kind of bill, invoice, form, or report.
02
Choose the fields you need
Set only the field names and columns you want to see in the final table.
03
Set the download layout
Choose the column names, order, and export format you want.
04
Use it next time
When the same kind of bill or form comes again, the app uses the same setup and keeps the same final columns.
Inside Templates
What you can do.
Create templates
Make one saved extraction setup for each bill, invoice, form, or report you handle often.
Search templates
Find old templates quickly when you need the same format again.
Edit fields and columns
Change field names, column order, and field types so the final table stays clean and consistent.
Set download layout
Choose the column names and order for CSV, Excel, or JSON downloads.
Copy and edit
Duplicate a template when a similar bill or form needs only a few changes.
Use Copilot
Ask the AI helper to suggest fields or improve the template structure before you save it.
Where it fits
Templates keeps the output format fixed.
Once you know the right final table, save it as a template.
Then, when the same kind of bill or form comes again, the app can use the same setup and keep the same columns in the final table.
Why this matters
Stop the table from changing every time.
If the same kind of bill or form keeps coming, you should not get a different table every time. Templates saves the setup so the final table stays consistent and unwanted columns stay out.
What you get
One fixed final table.
- Only the fields you want in the final table.
- The same field names and columns each time.
- No extra unwanted columns.
- Less repeated setup.
- A ready download layout when you need it.
- Faster work when the same bill or form comes back.
Save the exact columns once.
Use Templates to tell the app what should appear in the final table, then reuse that setup so the same kind of extraction stays consistent.