Retrieve details from a document
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Written by Wrk Product
Updated over a week ago

Retrieve details from a document. This Wrk Action allows you to easily extract information from any document where the data you are looking for is clearly labelled.

Supported languages: English, Spanish, Italian, Portuguese, French, German

Common use cases

  • Accounts payable invoice processing

Application

  • Intelligent Document Processing

Inputs (what you have)

Name

Description

Data Type

Required?

Example

Document

Document to retrieve details from. Accepted document formats are PNG, JPEG, TIFF, or PDF

File

Yes

SOP_123.pdf

Partial match label names

If selected, the Wrk Action will return the first label that contains the fields to capture text

True/False

Yes

False

Outputs (what you get)

These values can be captured by configuring the "Fields to capture" section with the exact or partial label names. For example, in the sample invoice below the "Notes" text "Please deliver to the back entrance" can be captured by adding a field named "Notes" with the data type Text (Short). If the "Partial match labels names" input is entered as True then the WA, in our example, would also pick up the Notes field if a Fields to capture was created called "Note".

Note: the value of inputs can either be a set value in the configuration of the Wrk Action within the Wrkflow, or a variable from the Data library section. These variables in the Data library section are the outputs of previous Wrk Actions in the Wrkflow.

Outcomes

Name

Description

Success

This status is selected if details are extracted from the Document provided.

No result

This status is selected in the event of the following scenarios:

  • No details were found

Impossible to Complete

This status is selected in the event of the following scenarios:

  • Document is not in in an accepted format

Requirements

  • N/A
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