TracewiseYour own fields
Use this template. Shape it around your work.
Edit this template or build a list from scratch. Give each field a short description and an example, save the list, then reuse it across your documents.
Your own fields
Any document. The fields you need.
Build a field list from scratch using clear names and example values. Save it once and apply the same structure to subsequent documents.
Your workspace
Your documents. Your workspace. Explore the complete workflow.
Preview the workspace on the screen most relevant to this document. Switch tabs to explore the other stages.
TracewiseWorkspace Supplier invoices
EXTRACTION / 01
Upload files ↑Supplier invoices
Three example documents. One clear place to review them.
All 3To review 2Confirmed 1
| Document | Status | Invoice | Total |
|---|---|---|---|
| Invoice-2048.pdf1 page · revision 1 | To review | INV-2048 | $1,250.00 |
| Invoice-2049.pdf1 page · revision 2 | Confirmed | INV-2049 | $480.00 |
| Invoice-2050.pdf2 pages · revision 1 | To review | INV-2050 | $795.50 |
3 documents · example dataOriginals stay with their results
Each field list shows its documents, the files awaiting review and those already confirmed.
Your remaining monthly page allowance appears above the lists.
TracewiseWorkspace Supplier invoices
FIELD DEFINITION / VERSION 1
Add field +Tell Tracewise what matters.
Name each detail and describe where to find it.
1
Invoice number
TextNeededinvoice_number2
Supplier name
TextNeededsupplier_name3
Invoice date
DateNeededinvoice_date4
Total amount
AmountNeededtotal5
Line items
List of rowsOptionalitemsWHAT TO LOOK FOR · TOTAL AMOUNT
Read the final amount payable exactly as printed, including tax. Leave it empty if it is not on the page.
Text · numbers · dates · yes/no · rowsDefinitions are versioned
Choose a template for invoices, receipts or statements, or begin with an empty field list.
Name the information you need, choose its data type and tailor any field.
TracewiseWorkspace Supplier invoices
CONFIRMED DATA / EXPORT
Download ↓Ready for the next step.
Export the document revisions you have reviewed and confirmed.
FILE TYPE
XLSX CSVJSON
INCLUDEConfirmed files
| invoice_number | supplier_name | total | Review |
|---|---|---|---|
| INV-2048 | Example supplier | 1250.00 | Confirmed |
| INV-2049 | Example supplier | 480.00 | Confirmed |
| INV-2050 | Example supplier | 795.50 | Confirmed |
Reviewed revisions only.
Warnings and human corrections stay in the review record.
3 illustrative rowsXLSX · CSV · JSON
Documents become rows; the fields you define become columns.
Every extracted value carries a source status. Missing information remains visibly missing.
TracewiseWorkspace Supplier invoices
DOCUMENT REVIEW / REVISION 1
To reviewInvoice-2048.pdf
The original and its readings, side by side.
THE ORIGINALPage 1
SAMPLE DOCUMENT
INVOICEINV-2048
Example supplier
Example customer
Document services$1,000.00
Support services$250.00
Total payable$1,250.00
Printed source regionVALUES3 readings
Invoice numberINV-2048On the page · page 1
Supplier nameExample supplierOn the page · page 1
Total amount$1,250.00 Source region · page 1
Your final say.Check the source, correct a value, or keep it as printed.
Illustrative source and extracted valuesConfirm & next ✓
Select a value to highlight its source region and inspect the corresponding close-up.
Review warnings remain visible. A reviewer must confirm the document before export.
TracewiseWorkspace Supplier invoices
CONFIRMED DATA / EXPORT
Download ↓Ready for the next step.
Export the document revisions you have reviewed and confirmed.
FILE TYPE
XLSX CSVJSON
INCLUDEConfirmed files
| invoice_number | supplier_name | total | Review |
|---|---|---|---|
| INV-2048 | Example supplier | 1250.00 | Confirmed |
| INV-2049 | Example supplier | 480.00 | Confirmed |
| INV-2050 | Example supplier | 795.50 | Confirmed |
Reviewed revisions only.
Warnings and human corrections stay in the review record.
3 illustrative rowsXLSX · CSV · JSON
Export reviewed documents to Excel, CSV or JSON, with the list layout you choose.
Any outstanding warnings are listed for your review before confirmation.
TracewiseWorkspace Supplier invoices
EXTRACTION / 01
Upload files ↑Supplier invoices
Three example documents. One clear place to review them.
All 3To review 2Confirmed 1
| Document | Status | Invoice | Total |
|---|---|---|---|
| Invoice-2048.pdf1 page · revision 1 | To review | INV-2048 | $1,250.00 |
| Invoice-2049.pdf1 page · revision 2 | Confirmed | INV-2049 | $480.00 |
| Invoice-2050.pdf2 pages · revision 1 | To review | INV-2050 | $795.50 |
3 documents · example dataOriginals stay with their results
Owners and admins can create an API key to upload documents and fetch their values. External clients must also pass the private application’s access gate.
API uploads use the workspace allowance, with up to five keys and 60 requests per minute.
Use an account with private site access to open your workspace. Check its page allowance and Azure connection before reading documents.
Fields
Choose fields to suit your document.
For each field, provide its name, extraction instruction, example and data type.
Fields
6 on the ready list- Text
- Number
- Money
- Date
- Yes or no
- List with columns
TRACEWISE / DOCUMENT WORKFLOW
Your document. Your field definition.
Build text, number, amount, date, yes/no and repeating-row fields. Describe exactly what should be read and whether a value is required. Reuse and version the definition across your documents.
TracewiseWorkspace Supplier invoices
FIELD DEFINITION / VERSION 1
Add field +Tell Tracewise what matters.
Name each detail and describe where to find it.
1
Invoice number
TextNeededinvoice_number2
Supplier name
TextNeededsupplier_name3
Invoice date
DateNeededinvoice_date4
Total amount
AmountNeededtotal5
Line items
List of rowsOptionalitemsWHAT TO LOOK FOR · TOTAL AMOUNT
Read the final amount payable exactly as printed, including tax. Leave it empty if it is not on the page.
Text · numbers · dates · yes/no · rowsDefinitions are versioned
No training needed
Explain each field in everyday language.
No labelled training set is needed. Supply a field name, a brief instruction and an example. If a result is missing, make the instruction clearer and run the document again.
01
Choose a name
A short name you would use in a spreadsheet column.
02
Describe the target
One sentence, written as you would explain it to a new colleague.
03
Add an example
It shows Tracewise the shape of the answer: an amount, a date, a name.
Any format
From photos and PDFs to Word and text.
Work with the files you receive. Document preparation brings scans, angled photos and clean PDFs into the same extraction workflow.
- Scans
- Phone photos
- Images
- Word files
- Text files
Each upload may contain up to 100 pages and 20 MB. A batch can contain up to 50 files.
Security
Your documents and data remain under your control.
Know where processing happens
Tracewise uses the Azure services configured for this deployment. Storage and processing regions depend on the selected resources; confirm them before uploading sensitive documents.
Understand provider data handling
Model data handling follows the configured Azure service and your deployment’s policies. Review those settings before sending confidential records.
Protect the connection
Use the deployed HTTPS site for uploads. Storage encryption and retention follow the storage service configured for this deployment.
Review with a record
Keep the original extraction alongside reviewer corrections and confirmation history, so changes remain traceable.
Questions
Clear answers to everyday questions.
How do I describe a field?
Provide a short name, a plain-language instruction and an example. If the field returns empty, clarify where to look or what to exclude, then run the document again.
Can a field be a table?
Yes. A list field defines its own columns for repeated content such as invoice lines or employment history. Each list row comes from the source document.
Can I change a field list later?
Yes. Edits create a new field-list version. Previously processed documents retain their existing version until you choose Read again.
Do I need to train anything?
No labelled training set is required. Describe each field and provide an example. Refine unclear instructions and rerun when needed; after a field-list edit, up to three rereads per document per day are included.
Which files can I upload?
Supported inputs include PDF, JPG, PNG, HEIC, Word (.docx) and plain text (.txt). The limits are 100 pages and 20 MB per file, with 50 files per batch. Unreadable formats receive an explanation so you can provide a supported file.
Can I check the results before I download?
Yes. Review the source beside the extracted values, correct errors and confirm the file. Corrections retain the original reading, and exports include confirmed files only.