Templates
Guide to set up a template
Last updated
Guide to set up a template
Last updated
Templates represent the expected output to be extracted from uploaded files.
To create a new template, navigate to the Template
page, and press Add template
. We recommend always choosing the Spreadsheet template
.
First, choose a template name
- this will be the reference to the template.
Next, we'll add the fields
. Each field
is a specific piece of data that you wish to extract from files. Cohesive supports the following field types below:
Text
This is a generic output. Recommended if you're not sure of what to export
True/False
This is when you seek to only have a true/false response. This can also be used to validate if a datapoint exists (e.g., if it exists, will return a True
value)
Number
This is when you seek to only have a number. If you are sure that a data field should be a number, we recommend using Number
instead of Text
Math Expression
This is for simple mathematical transformation functions of other Number
fields
More details
Date Expression
This is for simple transformations of Text
fields that are in a date format, such as MM/DD/YYYY
format
More details
Nested Object
This is for when you plan to have multiple sub-fields within a broader nested field. This is typically used to shape the response structure for an API integration, and isn't recommended for CSV
or Google Sheet
export workflows
List
This is for when you plan to extract a list or table of data. For example, if you have a Table
that you wish to extract, you can create a List
with sub-fields that represents the columns of each row you wish to extract. More details
You can also limit the page range
and adjust the content type
We recommend choosing a specific page range
if you are sure that you only need to pull data from certain page ranges within a file
We recommend choosing the data table
content type if you are sure that you only need to pull data from tables (or a CSV/Excel file)