1. Prepare the workflow
Before processing documents, confirm the document type, the fields the business needs, the target output format and the validation or review rules that determine whether the result is acceptable.
- Use representative source PDFs, not only ideal examples.
- Identify fields that are mandatory for the business process.
- Decide whether Excel, XML, JSON or CSV is required by the downstream workflow.
- Identify which exceptions require a person to review the source.
2. Create or select a workspace
Sign in to the MicroExtract application and select the correct tenant workspace. Free workspaces can be provisioned through the approved self-service flow when that option is enabled for the environment.
Workspace access is tenant scoped. Do not reuse another customer or business unit workspace for unrelated documents.
3. Choose the approved mapping profile and output templates
The current Template Builder workflow uses approved mapping profiles and validates the selected output templates before a document can be processed. Select only the output formats the workflow actually needs.
Template validation is separate from document extraction. A template must pass its format checks before it becomes the active revision for the job.
4. Upload and process a source PDF
Upload the source PDF, confirm the validated template revision and start processing. Live status shows progress, elapsed time, pages and confidence information while the job runs.
Processing can finish as completed, review required or failed. A review state is not treated as a silent success.
5. Review confidence and validation results
Confidence is a review signal, not a business approval. Use it together with completeness, deterministic validation and review reasons. When the current release exposes field-level confidence or Accuracy Coach guidance, use those signals to find the values that deserve attention first.
6. Download the approved outputs
When output generation completes, download only the selected customer formats. MicroExtract can produce approved Excel, XML, JSON and CSV outputs where the workspace plan and template allow them.
Keep the source file, job reference and review decision traceable when the output is used downstream.
7. Understand usage and plan limits
Usage is page based and plan limits are enforced server side. Current launch plans are Free, Pro, Business and Enterprise. The live pricing page is the source for current commercial pricing and allowances.
Do not rely on a locally saved price sheet when the public pricing page or approved commercial source has been updated.
Need help with a real document workflow?
Use representative samples, define the required output and validation rules, then test before production use.