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Creating and Using Custom Templates

Save a field layout once and reuse it on every future document with the same structure.

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A custom template is a saved set of field positions and types that DocuClipper applies to a document. Save the template once, draw the fields, name them, pick types, and every future document in the same layout is extracted automatically.

Use templates for:

  • Trust-account or custodial statements in a non-standard format.
  • Rent rolls, leases, or other property documents.
  • Legal forms, tax letters, or client-specific memos.
  • Any recurring PDF whose layout doesn't change from month to month.

Creating a template

Templates are created inside the custom-document converter. The full walkthrough is in Extract Custom Fields from Any Document, at a high level:

  1. Click Add Documents in the sidebar, then choose Other Documents.
  2. Upload a sample PDF in the layout you want to save.
  3. Draw fields, pick types (text, table, AI prompt), and name each one.
  4. Click Save template and give it a name you'll recognize later (e.g. "ClientCo Monthly Trust Statement").

Reusing a template

Next time you upload a document in the same layout:

  1. Click Add Documents in the sidebar, then choose Other Documents.
  2. Under Use a saved template, choose the template you want.
  3. Upload one document or a batch, all extraction runs without re-drawing fields.

Updating a template

If the source document changes (e.g. the bank redesigned the statement), open the template from Account → Templates, upload a new sample, and adjust the field positions. Save, the template ID stays the same so any saved automations keep working.

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