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Documentation Index

Fetch the complete documentation index at: https://docs.penbox.io/llms.txt

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A Document Intelligence Template tells Penbox what to extract from a document: a list of fields, each with a type and an optional hint. Penbox Agent builds and refines these templates. Document Intelligence Template prompt example

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What you can do

Extraction fields
  • Add, rename, remove, or reorder fields.
  • Set the field type: text, number, date, or list (a repeatable group of sub-fields, like line items on an invoice).
  • Add a hint. A short instruction that disambiguates the extraction (“use the issue date, not the expiry date” or “the number printed at the bottom of the card”).
  • For list fields, define the sub-fields the extraction produces for each item.
Keys Penbox Agent generates a snake_case key for each field when you do not provide one. The key is the identifier you reference elsewhere in Penbox, for example from a Case Template that uses this Document Intelligence Template on a file field.

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Example prompts

“Add the fields needed to extract data from an ID card.”
“Add a list field line_items with description, quantity, unit price, and total.”
“Add a hint to the issue date field so it picks the issuance date, not the expiry date.”
“Rename invoice_number to ref_number.”

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Where these templates are used

Once a Document Intelligence Template exists in your workspace, attach it to a file field inside a Case Template. Penbox Agent recognizes “use the workspace template” or “use the invoices template” and wires it up. See Penbox Agent for Case Templates.

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What Penbox Agent does not do here

  • Does not run the extraction on a document for you. Testing happens in the Document Intelligence Template’s test interface.
  • Does not invent fields you did not ask for. When the document type is ambiguous, Penbox Agent asks which fields you want.

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Next Steps

Case Templates

Use a Document Intelligence Template inside a Case Template

Form Templates

Configure inline AI extraction on a form file field

Penbox Agent overview

What Penbox Agent does across Penbox

Live Cases

Penbox Agent on running cases