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To extract data from documents, the approach varies based on the data's position. If the data is in a fixed position, an area can be selected, and resulting data can be formatted to remove blank spaces. However, if the data is in a variable position, this selection step is skipped. Instead, the value is captured using keywords. This involves specifying a start position filter and applying a text match option with the invoice number keyword. An end position filter can also be used, typically selecting the end of the line. Additionally, results can be formatted to remove blank spaces if necessary.