How to get started in five minutes

morgan Apr 28, 2026 Documentation

Step 1: Create your account

Sign up for a free account. No credit card needed. You get 25 pages to try things out.

Step 2: Upload a document

Click "Upload" and choose a file from your computer. PDFs and images both work great. Pick something simple like an invoice or receipt to start.

Step 3: Choose a template

DocExtract will try to figure out what kind of document you uploaded. You can also pick a template yourself from the template library.

Step 4: Review the results

In a few seconds, you'll see the extracted data. Check that everything looks right. If it does, approve it. That's it — you just extracted your first document!

What's next?

Try uploading a few more documents. Explore the template library. Customize a template to match your exact needs. The more you use it, the more time you'll save.