SenseTask detects tables automatically in most cases, overlaying a grid on each table for data extraction. If a table isn’t detected automatically, you can add one manually by placing a grid to extract tables.
Otherwise continue with the following steps.
- Click on the table in the document or select it from the right panel.
- The table grid will appear.
- First, verify the table header and columns.
Validating the table header and columns #
- To edit the header, place your cursor over a column title to open a menu.
- To add a column – Add column to the right or Add column to the left, and adjust the added columns by moving the dotted line between columns.
- To rename a column label, select Change column label from the header menu, and choose the label from the list.
- For columns that you don’t want extracted, select Ignore column (the column will be labeled “No Label”).
Once you make an edit to the grid, it will turn gray, indicating edit mode.
- Click Apply grid to save the changes.
- The grid will then extract data from the document according to the specifications.
Validating table rows #
- Adjust the rows to match the document table by moving the dotted line between rows.
- Confirm the number of marked rows.
- To add a row above, select Add row above.
- To add a row below, select Add row below.
- To ignore a row, click Ignore row.
- To delete a row, click Delete.
- Click Apply grid to finalize data extraction from the document.
Validating table values #
Table values can be verified row by row using the document mirror or in table view by selecting Expand (opens a table panel at the bottom of the page).
Cells with data type validation errors will be marked in red.
Cells with arithmetic validation errors will be marked in yellow.
- To edit a value, click on it in the document.
- Press Enter to save and move to the next value.
- values are saved upon editing even if you click outside the edit cell.
For data association (e.g., product catalog from an ERP system), go to External Data Association.
Row actions are available both in the row mirror on the document and in the table panel:
- To approve a row, click the checkmark icon; a checkmark will appear next to the row on the right.
- To delete a row, click the trash bin icon; the grid will enter edit mode.
- To split a row, click the icon represented by a +.
Table is not automatically detected #
If a table in the document wasn’t detected automatically, you have two options:
- Add table values manually or
- Place a grid on the document to automatically extract the data
Add table values manually #
If you want to add data to the table without referencing the document:
- Click on the empty table in the right panel.
- You can add rows using the Add row button.
- Enter data for each cell.
Place a grid on the document #
- Click the Add grid icon on top right.
- Draw a grid around the table of the document.
- A table with the standard column structure will be added to the document.
- Adjust the new grid to fit the table in the document, modify the columns, and add the necessary rows.
- Click Apply grid, the values will be extracted.