Add additional fields based on existing fields
If you have already added a field for extraction on a document it is not possible to add a field with the same name on another document. To add the same field on another document, use the Existing field setting.
You can add the field by referencing an existing field as follows:
- In the Field Extraction tab, select a document to define its fields.
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If you want to lasso a field manually, toggle off the suggested fields by clicking
Hide suggested fields. Otherwise, select a suggested field.
One of the following windows is displayed, depending on how the field was added originally:
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Add field window - Displayed when a field is lassoed.
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Add suggested field window - Displayed when a suggested field is selected.
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Add Copilot Auto Extract field window - Displayed when a description-based field is added.
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- From the New or existing setting, select Existing field.
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Select a value for an already defined field from the
Name list.
It is not possible to add bar codes in this way. No bar code fields are listed in this list.
If the field you are adding requires an additional Keyword you must first add the field here and then edit the field to add the new keyword.
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Click
Save.
The existing field is applied to the selected, lassoed, or described field.
- Optionally, add this same field to other documents, or other fields to this and other documents until the training circle is green for the current document type.