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In this Algodocs tutorial, the process of converting PDF or scanned invoices into Excel spreadsheets is demonstrated. The first step is to create an extractor using one of Algodocs’ three predefined templates: invoices, purchase orders, or bank statements, along with sample documents. The tutorial imports a sample invoice document, highlighting the pre-processing operations that take varying times based on document length. In the rules editor, different extraction rules are shown. Specifically, the invoice number extraction rule employs an advanced keyword-based search filter, allowing users to modify keywords to match different document formats or languages. The date extraction rule functions similarly, enabling customization of keyword filters.
