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 three ways to create a Config. Pick the one that fits your situation.

Templates are the fastest path to a working project. Sarvam Pages 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.
Home: "Or start with a predefined config" — pick a template from the shelf to start.

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.
Workspace → Configs → Templates: browse the shipped templates and click one to preview.
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.
Preview a template to see the sample document and the fields it extracts, then click Use this template.

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.
The template prefills the extraction prompt; just add your document and run.

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.
Review or adjust the template's schema before running.

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.

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.