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To extract data from documents, if the data is in a fixed position, we can select an area around it and format the results by removing blank spaces. However, if the data is in a variable position, we bypass the area selection and capture the value using keywords. We specify a start position filter with a text match that uses the keyword "invoice number" as it appears in the document. Additionally, we add an end position filter with the end of line option. Formatting the results can also include removing blank spaces if necessary.