Overview

An overview of the basics to get started

Getting started with Cohesive's extraction workflows involves three concepts:

1. Templates: these represent the expected output to be extracted from uploaded files. Cohesive supports a robust set of output fields, including mathematical or date-based expressions (e.g., adding 30 days to a date from a specific field in the document)

2. Extraction: this represents the action of taking one or more uploaded files, and running extractions based on the chosen template. The status of extractions will be shown on the jobs page

3. Export: this represents the action of exporting the data out of Cohesive, such as exporting to a CSV or syncing to Netsuite or Google Sheets. Exports can be triggered on the jobs page, and you have the option of adjusting the data before completing the export.

Getting started: example workflow (export to CSV)

Step 1: uploading the files

To upload files (you can upload in bulk), navigate to the Files page, and press Upload files. Choose the files you wish to upload, and press Upload. Once the files are successfully uploaded, you will see them on the table

Step 2: running a bulk extraction

Note that this assumes that you've already set up a template. See the templates page for more information about setting up a template.

Select the files you wish to extract at once (using the checkboxes on the left-most column of the table), and press Bulk extract. Enter a name for the bulk extraction job, and choose a template to use for the bulk extraction.

The results of the bulk extraction will show up on the jobs page as a row in the table.

Step 3: export to CSV

In the jobs table, press the Export button on the rightmost column of the table. You can check the extracted data by pressing edit for a specific file, and adjust as necessary on the right table.

Once done adjusting, press Export to CSV, and the CSV export should be automatically downloaded. That's it 🎉

By default, if a template has a List field, then each entry within the List field will result in a new row in the CSV export, with the other fields being repeated for each row.

To prevent this, manually clear out the value (in the rightmost table) for the List field for the first file. For example in the image above, if accountNumber was hypothetically a List field and we DIDN'T want a separate row for each entry, then delete the 607B5E0 value.