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In Build your first Document Intelligence template, you configured Penbox Intelligence on a document: validation, fields to extract, and a test run. This guide connects that template to a case template so real cases automatically extract structured data when someone uploads a file. We use RIB extraction on a File element named RIB as the example — the same steps apply to any Document Intelligence template and document type.

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What you’ll build

When you finish, your case template will:
  • Include a File element aligned with the documents your extraction template expects
  • Run Document Intelligence on that element using your chosen template
  • Map each extracted field to your case data schema (existing fields or new ones created in one action)
  • Be ready to use in new cases, with Automatically extract on file upload available where you need it
Estimated time: 5–10 minutes
1

Open the case template

Open the case template where you want extraction to run.In the sidebar, expand Templates, then click Cases.
Templates section expanded with Cases highlighted in the sidebar
You land on Case Templates. Open the template you want to edit.
Case Templates list with name, created date, and default owner columns
2

Add a File element for your document

In the template data schema, add a File element that matches how you will attach the document in production (one upload per case for a single RIB, or Allow multiple files if you need more than one).Click + Add Data, then under Select data type, choose File.
Add Data menu with File data type highlighted
Name the element so operators recognize it — in this walkthrough, name it RIB (and use your RIB extraction template in the next step).
New file element with display name RIB being edited
3

Attach Document Intelligence and map fields

Click the File element, then choose Document Intelligence.
File element RIB with configuration popover and Document Intelligence button
In the Document Intelligence dialog, the title matches your file element (for example RIB followed by Document Intelligence). Open the Template dropdown and select your extraction template — for this example, RIB extraction.
Document Intelligence modal with Template dropdown open showing RIB extraction
Under Field mapping, connect what Penbox Intelligence extracts to your schema:
  • Existing fields: click the control after Not mapped for each extraction field and pick the matching data schema field.
  • New fields in one step: click Add all fields as new fields so each extracted field gets a matching new schema field.
Field mapping row with Not mapped dropdown open listing existing schema fields
This walkthrough uses the fastest path: map everything to new fields via Add all fields as new fields.
Document Intelligence modal with field mapping and Add all fields as new fields link
Turn on Automatically extract on file upload when you want extraction to run as soon as a file is attached — leaving it off is fine if you trigger extraction manually elsewhere.Click Save.

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You’re done

Your case template now includes your Document Intelligence template on the File element, with extracted values flowing into your data schema (whether you mapped to existing fields or added new ones). New cases from this template can collect uploads and structured extraction results together — swap the RIB example for any template and file element naming you use in production.

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What’s next?

Build your first Document Intelligence template

Define validation and fields to extract if you have not already.

File data schema

Read how File elements behave in cases.

Document Intelligence API

Fetch template definitions via Pen Connect when automating workspaces.

Run your first case

Exercise a template end-to-end in the app.