Contributing templates helps other users simplify their extraction workflows with predefined schemas for common document types.

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How to add a new template

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1. Navigate to the templates folder

Open the templates folder in your forked repo extractor/src/templates.

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2. Create a JSON file for your template

Add a new JSON file with the template name, e.g. invoice.json.

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3. Define the Schema

Follow the Documind format to define your template. Here’s an example schema for an invoice:

invoice.json
[
    {
      "name": "invoiceDate",
      "type": "string",
      "description": "The date when the invoice was issued."
    },
    {
      "name": "dueDate",
      "type": "string",
      "description": "The date when payment of the invoice is due"
    },
    {
      "name": "purchaseOrderNumber",
      "type": "number",
      "description": "The purchase order number for the invoice."
    
    },
    {
      "name": "invoiceNumber",
      "type": "number",
      "description": "The invoice number for the invoice."
    },
    {
      "name": "paymentMemo",
      "type": "string",
      "description": "The payment memo, description or details of the invoice."
    },
    {
      "name": "business",
      "type": "object",
      "description": "The business issuing the invoice.",
      "children": [
        { "name": "name", "type": "string", "description": "The name of the business issuing the invoice." },
        { "name": "email", "type": "string", "description": "The email address of the business." },
        { "name": "address", "type": "string", "description": "Address of the business." },
        { "name": "phoneNumber", "type": "string", "description": "Phone number of the business." }
      ]
    },
    {
      "name": "customer",
      "type": "object",
      "description": "The customer receiving the invoice.",
      "children": [
        { "name": "name", "type": "string", "description": "The name of the customer." },
        { "name": "email", "type": "string", "description": "The email address of the customer." },
        { "name": "address", "type": "string", "description": "Address of the customer." },
        { "name": "phoneNumber", "type": "string", "description": "Phone number of the customer." }
      ]
    },
    {
      "name": "amount",
      "type": "object",
      "description": "The customer receiving the invoice.",
      "children": [
        { "name": "subtotal", "type": "number", "description": "The subtotal amount for the invoice." },
        { "name": "taxAmount", "type": "number", "description": "The tax amount for the invoice." },
        { "name": "taxPercentage", "type": "number", "description": "The tax percentage for the invoice." },
        { "name": "totalAmount", "type": "number", "description": "The total amount due." }
      ]
    },
    {
      "name": "items",
      "type": "array",
      "description": "The customer receiving the invoice.",
      "children": [
        { "name": "name", "type": "string", "description": "The name of the item." },
        { "name": "quantity", "type": "number", "description": "The quantity of the item." },
        { "name": "unitPrice", "type": "number", "description": "The unit price of the item." },
        { "name": "total", "type": "number", "description": "The total amount of the item." }
      ]
    }
  ]

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4. Test your template

Use the following code snippet to test your template locally:

import { extract } from 'documind';

const result = await extract({
  file: 'https://example.com/invoice.pdf',
  template: 'invoice',
});

console.log(result);

You can also add an example invoice pdf in the examples folder.

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5. Submit a pull request

Submit a pull request with a brief description of your template.

Additional guidelines

  • Ensure all field names are in camelCase.
  • Use appropriate data types (string, number, array, object).
  • Add clear and concise descriptions for each field.
  • Include nested fields for complex structures under children.
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