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Document Types

5 min read
2 min setup

Quick Summary

Think of document types as smart templates for your documents. Whether you're processing driver's licenses, invoices, or any other document, just tell BedrockDocs once what data you need, and our AI will automatically extract it every time. No coding required – set up a new document type in minutes and start processing right away.

Key Features

Universal Document Support

From driver's licenses to custom forms, extract data from any document type. If you can read it, our AI can process it.

Smart Field Extraction

Extract both standard fields and complex table data. Perfect for everything from simple forms to detailed financial statements.

AI Model Flexibility

Choose the perfect AI model for each document type. Switch models anytime as your needs evolve.

Reusable Templates

Set up once, use forever. Your document type configurations become templates for future processing.

Setup Process

1

Create New Document Type

Go to Settings > Document Types and click "Add New Type"

Use descriptive names like "US-Drivers-License" for easy identification
2

Define Document Details

Name your document type (e.g., "Driver's License") and add a description to help your team

Include key information like document format and expected data fields in the description
3

Configure Fields

Select which data fields to extract (e.g., ID number, expiration date, name)

Start with essential fields first - you can always add more fields later
4

Choose AI Model

Select your preferred AI model for this document type

Match the AI model to your document complexity - use GPT-4 for complex documents
5

Test and Activate

Upload a sample document to test the extraction, then activate for production use

Test with various document samples to ensure consistent extraction quality

Best Practices

  • Start Simple: Begin with the most important fields you need to extract. You can always add more fields later.
  • Test Thoroughly: Use our testing feature to validate extraction accuracy before processing real documents.
  • Group Similar Documents: Create one document type for similar documents (e.g., "US Driver's License" for licenses from all states).