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To extract data from a document, if the data is in a fixed position, we can select an area around it and format the output by removing blank spaces. Conversely, if the data's position is variable, we skip the area selection and directly capture the value using its keywords. This involves adding a specified start position filter with the invoice number keyword and an end position filter set to the end of the line. Furthermore, we can format the results by removing any blank spaces if needed.