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Improved Document Processing with Template Extraction

By Garry Klooesterman | 2025 Feb 27

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4 min

Summary: Manual data entry continues to be a burden on businesses. To ease this burden, more businesses are turning to automation technologies such as template extraction as a solution. This blog explores template extraction, real-world use cases, key features, and how the Apryse Template Extraction SDK helps businesses manage large volumes of standardized documents efficiently and accurately.

Introduction

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Manual data entry continues to be a significant burden for businesses. According to Levvel Research (2019), an incredible 57% of invoice data was entered manually. This highlights a major challenge: today’s businesses simply don’t have the time or resources to effectively handle laborious tasks such as transcribing customer information from invoices. To tackle this challenge, more businesses are turning to automation.

Automating document processing with template extraction is a powerful solution that greatly reduces manual data entry and provides many benefits including streamlining workflows, reducing errors, and increasing productivity. For example, integrating a software development kit (SDK) such as the Apryse Template Extraction SDK empowers businesses to efficiently and accurately process large volumes of standardized forms and documents without the high cost and inefficiencies of manual work.

In this blog, we’ll define template extraction and explore real-world use cases, key features of the Apryse Template Extraction SDK, and look at how to implement it in your processes.

What is Template Extraction?

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Template extraction uses predefined templates to extract structured data from standardized forms and documents. The ability to target specific fields for extraction allows users to extract only the data they need from the form for a more focused data output. Think extracting only the customer’s banking information entered on a form without all the noisy text around it.

Custom templates can be created and fine-tuned to match the specific types of documents being processed, ensuring precise data extraction. These custom templates are stored in a template library managed by the business. Documents can be classified to a group of templates for quick identification of which template to use for extraction.

Data is extracted to a structured JSON format allowing it to be easily integrated into business systems such as a customer relationship management (CRM) system, enterprise resource planning (ERP) system, cloud-based storage system, and more.

With enhanced preprocessing capabilities such as deskew, despeckle, and format normalization, documents are automatically cleaned and optimized to ensure highly accurate data extraction.

Use Cases

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Industries processing large volumes of standardized forms benefit from automated template extraction by being able to quickly and efficiently extract structured data from PDFs and other documents. Let’s look at 4 industries.

  • Finance: With faster and more accurate data extraction from loan applications and other financial documents, financial institutions can reduce the processing times for quicker decision making.
  • Healthcare: Automated template extraction of patient information from standardized forms allows for better patient record management by enabling healthcare departments to process data quickly and efficiently. This data can be exported and uploaded to a central location for quicker access by other healthcare professionals.
  • Insurance: Template extraction reduces claim processing times and increases accuracy by automating the extraction of critical information such as claims data, policy details, and customer information from ACORD forms and other insurance documents.
  • Legal: Legal firms can streamline review and compliance checks by automating data extraction to identify specific data such as clauses and key terms from contracts.

Apryse Template Extraction SDK: Key Features

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Let’s take a closer look at a few of the key features of the Apryse Template Extraction SDK.

  • High-Precision Field Extraction: Extract data from targeted areas such as invoice numbers, account numbers, and dates, allowing for faster processing of structured data in standardized forms. Achieve accurate extraction with complex field types such as checkboxes, dynamic table rows, and barcodes.
  • Template Customization: Create custom templates or edit existing ones to tailor them to your specific needs and workflows.
  • Support for Complex PDF Structures: Effortlessly handle complex elements such as nested tables, multi-page documents, and more.
  • Performance and Scalability: Reliably and accurately handle high volumes of documents while still achieving faster processing speeds.

How to Implement Template Extraction

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Getting started with the Template Extraction SDK is straightforward. We’ll briefly go over the process here but for a more in-depth look at the process, see our template extraction documentation.

  1. Sign up for a free trial license if you haven’t already done so.
  2. Download and extract the Template Extraction zip file.
  3. Upload a blank form to the Template Designer app to create an extraction template.
  4. Specify the fields to be extracted. This can be done by manually choosing specific fields or automatically adding all fields with the click of a button.
  5. Extract the data from the input file based on the template. The fields inside the template specify what data to extract.

Now you’re ready to start extracting with real power!

Conclusion

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Keeping up with the demands of today’s business world means making the most of your resources and automation is a key solution to achieving this. The Apryse Template Extraction SDK enables your business to automate the extraction of your important data while maintaining accuracy and efficiency, streamlining workflows, reducing errors, and much more.

If you’re ready to tackle that pile of forms, check out our template extraction demo. Have questions, contact our sales team or join our Discord community for support and discussions.

 

 

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Garry Klooesterman

Senior Technical Content Creator

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