How-toExtract fields from a document

Create a Config

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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.

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.

1

Start an Extract project

In the Doc Agents dashboard at indus.sarvam.ai, upload a document, describe what you want to extract, and run the project.

Doc Agents Extract project setup showing a document upload and an extraction prompt describing the fields to extract.
Start an Extract project: upload a document and describe what you want to extract.
2

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.

Doc Agents project view with the Config tab open, showing the schema editor where fields can be added, removed, and their types and descriptions adjusted.
Open the processed project and switch to the Config tab to refine the extraction schema.
3

Save the configuration

When you’re satisfied with the schema, click Save to save the configuration. The Config appears under Your configs for 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.
Your configs: the recipes your workspace has built or duplicated.
Configs page with Your configs and Templates tabs, All / Extract / Digitise filter pills, and a Usage column.
Workspace → Configs: Your configs and Templates tabs, with All / Extract / Digitise filter pills and a Usage column.

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 or Digitise a document.