Automated Extraction Of Data From Smart Documents

Learn how to automatically summarize your documents or extract important deadlines from documents.

15 min | 5 Tasks

This course is a follow-up to Document Drafting Automation Basics.
Please complete that course before starting this one.

Course Goals

In this course, you will learn how to use Template Tags to extract key information to Document Records, including:

  • Parties
  • Key Dates
  • Document monetary value 
  • a General document summary

After completing this course, you will be able manage your documents efficiently throughout their lifecycle, as information is shared easily between documents and their respective Records.

Start the course
All Tasks

Task 1: Tag Contractual Parties

Task 2: Tag Key Dates

Task 3: Extract Document (Contract) Value

Task 4: Extract Document Summary

Task 5: Test

All Courses

Document Drafting Automation Basics

Workflow & Approvals

Document Formatting

Bundled Documents

Translations & Dual Language Documents

Instructions & Help

Automated Data Extraction

Advanced Document Automation

Build Address Book for Templates

Build Project Management Application

Build Vendor Management Application