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Templates

Guide document processing with project templates that shape how extracted data is returned, formatted, and organized.

Templates are project-level instructions that tell NiceData what information to return and how it should be formatted and organized when documents are processed.
Each project keeps one template that applies to future documents in that project.
Templates do not retroactively change documents that were already uploaded and processed.

Open a project and use the Template tab next to Documents.
Upload a template document or paste email content to generate a draft template from a representative sample.
Use the Template enabled switch in the Template page header to control whether the saved template applies to future documents in that project.
After you run a test, NiceData shows a shortened preview snippet so you can verify the output shape without reading the full result.
Use clear, specific language so the processor understands exactly what fields and structure you want returned.
You can test, edit, save, or delete the template later as your workflow changes.

Return the vendor name, invoice number, due date, and total.
Keep line items nested under each department and include a subtotal for every group.
Use the same field names and order every time so downstream systems receive a predictable JSON shape.