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To extract data from a document, the approach differs based on whether the data is in a fixed or variable position. For fixed-position data, select an area around the data and format it by removing blank spaces. If the data is in a variable position, skip area selection and capture the value using keywords. This involves specifying a start position filter with the "text match after" option using the invoice number keyword. Additionally, an end position filter can be set with the "end of line" option. Formatting the results by removing blank spaces can also be done if necessary.
