Templates

Guide to set up a template

Templates represent the expected output to be extracted from uploaded files.

Creating a new template

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:

Type	Description
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 here
Date Expression	This is for simple transformations of Text fields that are in a date format, such as MM/DD/YYYY format More details here
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 here

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)