• Adding AI Columns

  How AI Columns Work You can add any data field to the data extractor that doesn’t exist in the source file (e.g., Invoice Category, Expense Type, GL Code). These appear in your sheet but never need to be present in the uploaded document. Each AI column runs when a document is processed. Common examples of AI column uses: Classification – “Classify the expense descriptions into the closest of these 4 categories: food, gas, travel, other" Conditional coding – "If status column contaiPopular

• Using the PDF Data extractor

  The PDF data extractor helps users extract structured data from PDFs into Lido's spreadsheet. Video walkthrough The Extra Instructions Section The Extra Instructions section allows you to write plain English directions for extracting data from your PDFs. These instructions help guide the extraction process, especially for complex documents or when specific data points require clarification. Common use cases and examples of Extra InsPopular

• Directives (Data Extractor)

  Directives — Tell the extractor exactly what you want Directives are powerful one‑line commands you can optionally add to the Extra Instructions section of your Data Extractor to further fine tune your extraction process. They behave similarly to advanced search operators in Google and other search operators. How to activate Directives in the Data Extractor Each directive begins with @ and guides our AI engine before it processes your PDF. Format: @directivename: optional dSome readers

• Formatting your extracted data

  Common formatting issues and how to fix them Zeros at the start of numbers (like UPCs) are not displaying in the spreadsheet This can generally be solved by changing the formatting settings in the Lido spreadsheet, without needing to re-process any files. Select the cells that you want to reformat, then in the spreadsheet toolbar go to More formats -Plain. Edit output with AI Lido's Edit with AI functionality can be used to reformat,Few readers

• Post-Data Extraction: How to Push Data to Google Sheet

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• How to process documents stored in OneDrive

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