Document Processing

Learn how to process documents and extract information from them in Kognitos.

Prerequisites

Learning the Document Processing Book

To begin extracting information from documents, follow these steps to first learn the Document Processing Book:

1. In the left sidebar, click on Books.

2. Use the search bar to find "Document Processing."

3. Click on +Book to open the Add New Book pop-up.

4. Click on Add to finish adding the book.

Add the Document Processing Book

Introducing Documents and File Objects

To introduce a document or file object in your automation, use any of the following lines:

the file
get the file
use the file
the document
get the document
use the document

These lines will raise a Question in Kognitos, prompting you to Please provide the file or document, as the system requires the specified object to proceed.

To Upload a Local File

1. Click on Select a method to open the drop-down menu.

2. Select Upload files. Refer to the table below for supported file types.

3. Upload your file or document and click Submit.

After uploading, you can perform additional operations on the document or file within the platform.

Category	Supported File Types for Upload
Text Documents	.pdf, .docx
ERP Document	.edi
Image	.jpeg, .jpg, .png, .tif, .tiff
Data	.txt, .json, .yml, .yaml, .csv
Spreadsheets	.xlsx, .xls, .csv
HTML	.html
Email	.eml
Audio	.mp3, .wav

📘 Working with .tif and .tiff Files

Use the following syntax to upload and convert .tif and .tiff files to PDF format:

read the file as a pdf

Once uploaded and converted, you can use PDF automation procedures on the file object.

Video Example: Extracting Information

This video walks through an example of extracting information from an SAP Sales Order.

Troubleshooting Performance

If your process is taking longer than usual, compare the document sizes with previous runs to identify any changes that could be affecting performance.