How to change a sample document used for creating extracting rules?

When creating an extracting rule it is important to use the right sample document, since this document plays a vital role in creating accurate extracting rules. However, sometimes extracting rules might fail to extract data from specific documents properly. Therefore, you will need to use that specific document for which extracting rule(s) failed as a sample document test your extracting rules with that “problematic” document, and find ways of tweaking your extracting rules to tackle the exceptional cases.

In order to change the sample document for creating an extracting rule go to extracting rules by clicking on the ‘Extracting Rules‘ button of the relevant extractor. Then click on the extracting rule you want to test against a new sample document. Then, at the bottom of the page, you will see a ‘Change Sample Document’ button. When you click it a window will pop up as below. Select one of the documents from the dropdown list which will be used as a sample document. Note that only the last 50 uploaded documents are shown in the dropdown list.

The following video episode demonstrates changing a sample document.