Creating a new filter

Creating a new filter

A filter (extraction template) is a set of metrics you regularly wish to extract from your documents.

You can configure multiple filters for each document type. This allows you to vary the metrics that users will extract from each fund.

1. Create a new filter (extraction template) by clicking the plus icon

2. Set a template as the default for any new funds uploaded to the platform

3. Clone an existing template to avoid starting from scratch

4. Rename filters (make it descriptive, as the name will be visible on the validation screen)

5. Delete any templates you no longer need

6. Save any changes made to a template