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Content Types
Name Description Fields Documents Actions
Contract Legal contracts and agreements 8 fields 234
Invoice Financial invoices and receipts 6 fields 567
Report Business reports and analysis 5 fields 189
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General Settings
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Activities
Extraction
PDF Text Extraction
Extract text from PDF
OCR
Optical character recognition
Metadata Extraction
Extract file metadata
AI Processing
Entity Extraction (NER)
Named entity recognition
AI Categorization
Classify using OpenAI
Summarize
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Regex NER
Pattern-based extraction
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Update Content Type
Set document content type
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