Before you start

  • Make sure you have access to your Workspace.
  • You can either use documents that already exist in your File Library or upload new ones. 
    (PDF, DOCX, TXT, HTML, or Markdown).

Create a Schema

Step 1: Open the File Library

Step 2: Choose one of two ways to create a schema

Step 3: Review the generated schema

Step 4 (Optional): Edit the schema before saving it

Step 5: Save the schema

Step 6: Manage your schemas

Troubleshooting and tips

Parameter Type Guidelines