Document Types

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Manage document schemas and customize how documents are extracted and displayed

Overview

Document Types (also called Schema) define the structure of your financial documents. Each document type specifies what fields are extracted from headers and line items, enabling consistent data extraction and display.

Built-in Document Types

1Flow.io comes with pre-configured document types:

  • Invoice
  • Receipt
  • Bank Statement
  • Summary of billing
  • Tax Form
  • Payslip
  • Investment Statement
  • Purchase Order
  • Contract
  • Expense Report
  • Quote
  • Remittance
  • Foreign Exchange Contract
  • Accounting Ledger

Document Type Structure

Each document type includes:

Header Schema

Fields extracted from the document header:

  • Vendor name
  • Invoice number
  • Date
  • Total amount
  • Currency
  • Custom fields specific to the document type

Line Item Schemas

Collections of line items with their own schemas:

  • Items - Individual line items (products, services, transactions)
  • Taxes - Tax line items
  • Additional collections - Some document types have multiple collections

Customizing Document Types

Adding Custom Fields

Add fields to existing document types to capture additional data:

  • Text fields
  • Number fields
  • Currency fields
  • Date fields
  • Boolean fields
  • Enum fields (dropdown selections)

Creating New Document Types

Create entirely new document types for documents not covered by built-in types:

  1. Define header schema
  2. Define line item schemas
  3. Configure extraction hints for AI
  4. Test extraction with sample documents

Schema-Driven Rendering

Document types control how documents are displayed:

  • Fields are rendered dynamically based on the schema
  • Different field types have appropriate input controls
  • Line items are displayed in grids with schema-defined columns

Extraction Hints

Provide extraction hints to guide AI extraction:

  • Field descriptions
  • Examples of expected values
  • Format specifications