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To extract data from documents, if the data is in a fixed position, select the surrounding area and format the results by removing blank spaces. If the data is in a variable position, skip the area selection and capture the value using keywords. In this case, apply a start position filter and use the "text match after" option with the keyword, such as "invoice number." Furthermore, add an end position filter with the "end of line" option if needed. Results can also be formatted by removing blank spaces, as required.