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# Create a Config

> Build reusable Extract or Digitise Configs from templates, duplicates, or scratch — name, prompt, language, and output schema.

A **Config** is a saved recipe: a name, a description of what you want to extract or digitise, a language or output format, and any sharing settings. Build once, re-run against every document of that type.

There are four ways to create a Config. Pick the one that fits your situation.

#### Way 1: Save configuration used on your project

Already ran an Extract project and happy with the results? Save the configuration directly from the project — no need to rebuild the schema from scratch.

#### Start an Extract project

In the [Document AI](/doc-ai/getting-started/overview) dashboard at [indus.sarvam.ai](https://indus.sarvam.ai/akshar/dashboard?ref=docs), upload a document, describe what you want to extract, and run the project.

![Document AI Extract project setup showing a document upload and an extraction prompt describing the fields to extract.](/_fern-files/_img/158cdd21708730e59e9489fa5dcd97f9b3859e0c7a88ebcc9b18065be26d2979.webp)

#### Open the Config tab

Once the project finishes processing, open it and switch to the **Config** tab. Here you can play around with the schema — add or remove fields, change types, adjust descriptions — until the extracted output matches what you need.

![Document AI project view with the Config tab open, showing the schema editor where fields can be added, removed, and their types and descriptions adjusted.](/_fern-files/_img/66f5b91f88ef63d675964a4b75d8b1a01cfd0ac426b17b59705fa1791420b42b.webp)

#### Save the configuration

When you're satisfied with the schema, click **Save** to save the configuration. The Config appears under **Your configs** for reuse.

#### Way 2: Start from a template

Templates are the fastest path to a working project. Document AI ships with **12 ready-made templates** (9 Extract + 3 Digitise) covering the document types users ask for most, including KYC, Credit Card Statement, Invoice Screener, Resume Screener, GST forms, Land Deeds Digitisation, and Digitise Handwritten Document.

**From Home:** Scroll past the Extract and Digitise cards to **Or start with a predefined config**. Pick a template card from the shelf (filter by **All / Extract / Digitise**), preview it, and start a project in one click.

![Home page showing Or start with a predefined config with template cards for Insurance Claim Form Extraction, Credit Card Statement Extraction, and KYC Document Extraction.](/_fern-files/_img/e0aa72ecb857adbbd6006cd85ec4c1b7ba26e5da4135dbe269e7a1e769e5c943.webp)

**From Workspace:** Open **Workspace → Configs → Templates** and click a template to preview it. Each preview shows a sample document with the fields it extracts (and a confidence score per field), so you can see exactly what you'll get. Click **Use this template** to start.

![Configs page Templates tab showing the 12 shipped templates with Operation, Usage, and Last used columns, and All / Extract / Digitise filter pills.](/_fern-files/_img/22c9f54882a0364bd2943f31ea0381d88d94c07dd3d7152669d8f1177f2628f5.webp)![Background Verification template preview with a sample payslip on the left and extracted fields (document type, employee name, month and year, net salary payable, company name and address) with confidence scores on the right, plus a Use this template button.](/_fern-files/_img/c480267b69068660b625339bd98978202615f83d850c4932e7eef4c1997a138d.webp)

The template opens a New Project dialog with the **prompt prefilled** for that document type. Upload your document (PDF, JPEG, or PNG, up to 50 MB) and click **Extract**.

![New Project dialog with an upload dropzone, a Project name field, and a Describe what to extract field prefilled from the template with detailed extraction instructions.](/_fern-files/_img/2ad92bf2fc0e2f8b4f62b658ba26c6f7f11603c1f2cb9064f59a4be17abf9262.webp)

You can review and tweak the template's schema in the **Define your output format** dialog before running, exactly as you would for a custom Config.

![Define your output format dialog showing the template's AI-drafted schema with nested objects (documents, payslip\_details) and typed fields, plus Regenerate and Clear all controls.](/_fern-files/_img/5eb535101c60aeb7a980ef1456ae6b21acebb613f7b63e4346bfd2292c772f1a.webp)

> **Tip**
>
> To make a template your own, open its `⋯` menu and click **Duplicate**. The copy lands under **Your configs**, where you can rename it and edit the prompt, language, or schema.

#### Way 3: Duplicate an existing Config

Already have a Config that's close to what you need? Duplicate it instead of starting over.

#### Open Your configs

Sidebar → **Workspace → Configs** → **Your configs** tab.

#### Duplicate the closest Config

Open its `⋯` menu and click **Duplicate**. A copy lands under **Your configs**.

#### Rename and adjust

Give the copy a clear new name, then tweak the prompt, language, or schema for the new use case.

> **Tip**
>
> Duplicating is the safe way to experiment: the original Config keeps running unchanged for every project that already uses it, while you iterate on the copy.

#### Way 4: Build a custom Config

If no template fits, or you want a purpose-built recipe for your team, build one from scratch. On the **Configs** page, click **Create config** (or **+ New config** in the top-right).

![Configs page empty state reading No custom configs yet, with Browse templates, Create config, and + New config buttons.](/_fern-files/_img/2c0347c3f7a2973962af48d6279992a7f0bab4415082086ede717cc1d9098893.webp)

On the **Create a new workflow** screen, fill in:

#### Name

A clear identifier like *Invoice Extraction* or *Land Deed Digitiser v2*. Shows up in the Configs list and in every Project that uses this recipe.

#### Pipeline type

Pick **Extract** for structured-field pulls or **Digitise** for full-document text conversion.

#### Prompt

Describe what you want in plain English. Copy this into **Prompt**, then edit for your use case:

```text
Extract the name, bill number and the amount from the invoices.
```

#### Output schema (Extract only)

Click **View / Edit** to open the schema builder.

![Create a new workflow screen with Name (Invoice Extraction), Pipeline type (Extract), Prompt, and an Output schema showing 1 field defined with a View / Edit button.](/_fern-files/_img/fd4cbddfd3b949c169e5dc35917503adea63d483a1a94fe3889306c1df985efa.webp)

In the **Define your output format** dialog, the workbench AI-drafts a schema from your prompt. Each field has a type (`string`, `number`, `array of objects`, and more), and you can add or remove fields, **Regenerate** from the prompt, or switch to the **JSON** tab. Edit until it matches what your downstream system expects.

![Define your output format dialog with the prompt on the left and an AI-drafted schema on the right: invoices (array of objects) containing name (string), bill\_number (string), and amount (number).](/_fern-files/_img/80f00e6a23ccf5e790633d71717f10b8f03487abeea674858274eabfcbcb3f9a.webp)

Click **Save**. The Config appears under **Your configs**, and also surfaces on the **Home** dashboard under **Start with your custom configs** for one-click reuse.

## Where Configs live

Configs live under **Workspace → Configs** in the sidebar. The page has two tabs:

* **Your configs.** Anything your workspace has built or duplicated.
* **Templates.** The 12 shipped templates. Filter by **All / Extract / Digitise** using the pills.

![Your configs tab showing the workspace's saved Configs with Operation, Usage, and Last used columns.](/_fern-files/_img/593646629b79d39c7c8766bc34fe011455996cfd5665adc198bb1022d24fdd27.webp)![Configs page with Your configs and Templates tabs, All / Extract / Digitise filter pills, and a Usage column.](/_fern-files/_img/3309ddeaf1ba15e24c196353bbb5200c6b49bed01871aeac05b44c0c592501ee.webp)

Each row shows a `Usage` count (how many projects have used the Config) and a `Last used` timestamp, a quick signal for which recipes your team relies on.

Next: run your first project with [Extract structured fields](/doc-ai/how-to/extract-fields-from-a-document/extract-structured-fields) or [Digitise a document](/doc-ai/how-to/digitise-a-document).