Create agent from sample document and template

Overview of IDP Agents

PaperOffice already reads the data out of each document automatically when you upload it, depending on the AI-DMS tier of the workspace. An IDP Agent is your own saved extraction for recurring documents: you decide which fields you need, what they are called and in which format the values come out. Your IDP Agents can be found under Document AI. The list is currently empty. An IDP Agent is always created from a sample document. There are three steps: select the document in the workspace, create a new IDP Agent and choose a template from the catalog. Afterwards, you adjust the fields and prompts in the agent editor.

Create agent from sample document and template

In our Workspace IDP-Demo there are five supplier invoices. As an example document we take the invoice from Veldtmann: select it, then Actions, Agents and workflows, IDP, and Create new agent. The template catalog now opens, sorted by categories: Finance and Accounting, Logistics, Legal, IDs and more, also for e-invoices like XRechnung, ZUGFeRD and Factur-X. With Show recommended only you see only the templates that match this document. For incoming supplier invoices, we use Invoice Quick Capture Plus. The template comes with the most important fields: invoice number, invoice date, amounts, supplier and currency. It also comes with the recommended model. Create agent. PaperOffice reads the sample document completely now: text recognition, fields, completion. This takes a moment; I will fast-forward. This is the agent editor. On the left is the sample document, and on the right first comes the analysis: what kind of document it is and what the template found in it.