Use this article when you want a repeatable Form Extraction test. The attached travel-claim PDFs are intentionally similar, so one template should work across all of them.
Use the attachments for
building a reusable extraction template
checking whether preview rows stay aligned
exporting structured values back into Excel
Attachments to use
How to practice
Download the three PDFs plus
expense-results.csvandexpected-extraction.csv.Upload the PDFs from
Documentsand wait for OCR to finish.Open
Form Extractionand create a template from the first expense claim.Capture the core fields again on the other two documents and make sure the preview stays aligned.
Export the result into Excel and compare it against
expected-extraction.csv.
Expected result
One template works across all three documents
The preview table stays aligned
The exported values match the expected CSV closely
Use this before live work
Use this pack before you build your first production extraction template
If this pack works and a live form does not, the issue is usually layout variance or OCR quality
Read next
Run Form Extraction Workflow
Upload First Documents
Handle Skipped Documents and OCR Risk