Quickstart

This is the shortest path through the web app, from creating an account to holding your first structured table. Each step links to the page that explains it in full — this page keeps only the sequence. The walkthrough uses the default To Table mode and a single document.

Step 1 — Create an account or log in

Click Log In in the site header to open the sign-in page. If you are new, click No account? Sign up to switch to the registration form and fill in Username, Email, Password, and Confirm Password. New accounts are confirmed by a six-digit code sent to your email: type it into the Enter code dialog and click Verify.

Already have an account? Stay on the sign-in form, enter your details, and click Log In. You can also use Sign in with Google instead of a password. Either way, you land on the dashboard.

Step 2 — Upload your first file

On the dashboard, open the Files panel and add a file. Click Upload to choose one, or drag files onto the drop area that reads Drop Images/PDF/Word/TXT here or click to upload. A PDF is held back first: the Select PDF Pages dialog opens so you can tick the pages you want and click Confirm Selection (N). When the upload finishes, the app shows Upload complete! and asks Process now?.

The full set of supported types, the other ways to add files, and the per-batch page cap are on Uploading Documents. For a first run, one image or one page is the easiest starting point.

Step 3 — What happens if you don't pick a template

Columns are the values To Table mode extracts: you name what you want and the AI fills it in. A saved list of columns is a template. You do not have to prepare one before your first upload — the app covers the empty case for you, and what it does depends on how many files are in the batch:

• A template with columns is already selected. Processing uses that column list; go straight to Step 4.
• No columns yet, and the batch has two or more files. When you start processing, the AI-Suggested Columns dialog opens first. It reads a sample of your files and proposes a column list; review the names, edit, add, or delete any of them, then click Apply & Process. The columns are saved into the template and processing begins.
• No columns yet, and the batch has a single file. No suggestion dialog appears. Processing starts directly and the AI works out the table structure from the document itself, so there is no column list to approve first.

You can also name the columns yourself at any time in the Data Columns panel using Add Column. See Templates & Columns for how columns are named, ordered, and saved, and Custom Columns for columns that calculate or infer a value instead of reading one directly.

The API handles this differently: leaving out both a template and a column list always lets the AI infer the columns, with no suggestion step in between. That path is documented on the API quickstart.

Step 4 — Process and view the result

Processing begins when you click Start in the Process now? prompt, Apply & Process in the suggestion dialog, or Run on the batch header (its tooltip reads Process N images). Each file moves from queued to processing and then to completed, and the batch's status panel counts the Done, Running, and Error files as it goes. Processing a file uses credits, which is why the Run tooltip names the cost.

To read a result, select the file in the Files panel; the extracted table appears in the results panel alongside it. Click Review (its tooltip reads Review Extracted Data) to open the full-screen Review Extracted Data dialog, where the table sits above the original document so you can check each value against its source and correct it in place. The full walkthrough is on Review & Verification, and Batches explains what the statuses mean.

Step 5 — Export the result

Every batch header carries a download control labelled Exp (tooltip Export batch data). Click it and the app checks that the batch has finished before preparing the file and downloading it through your browser. To export several batches together, click Export at the top of the Files panel, tick the batches in the Batch Export dialog, and click Export Selected (N).

A To Table batch comes back as an Excel workbook (.xlsx). There is no format choice at export time — the file follows the mode the batch was processed in, so a To Table batch never produces a Word document. The formats, the completeness check before a single-batch export, and the Multi-Page Merge confirmation are all covered on Export.

Next steps

The pages that explain what you just did in full:

• Uploading Documents — file types, the PDF page picker, drag and drop, and which batch a file joins.
• Templates & Columns — saving a column list, reordering it, and reusing a template.
• Custom Columns — columns that calculate or infer a value rather than read one.
• Review & Verification — locating a value on the image and restoring an original value.
• Export — single and multi-batch export, and the completeness check.
• Batches — what a batch is and how it progresses.

For term lookup and the hard limits, see Glossary and Limits & Specs.