Step 1: Set Up Document Extraction Types
Go to Entity → Settings → Features
Under Document Extraction Types, all supported types are already enabled by default, including AP Bills, AR Invoices, Bank Statements, and Direct Expenses
Tips
Turn off any document types you don’t need to simplify your workspace and improve extraction focus
Only enable the types your team actually uses to keep workflows clean and efficient
What happens if you toggle an extraction type off
Source Documents Panel: Documents of that type will be hidden from your workspace
Extractions Panel: Extractions of that type will not appear while disabled
If switching between workflows, use Entry Type filters to focus on one document type at a time
Step 2: Upload Your Documents
Go to Source Documents → Upload Document
From the uploader
Select the correct Extraction Type
Upload your file
Supported file formats:
PDF
PNG
JPG / JPEG
Unsupported formats (such as MP3 or MP4) cannot be uploaded
You can upload multiple document types at once.
If an extraction type is missing, enable it in:
Entity Settings → Features
Step 3: Create Extractions
Tofu uses an extractions-first workflow, meaning extractions are created before review.
Automatic extraction creation (recommended)
If the document type is known, Tofu prepares extractions automatically
Multiple document types can be processed at once
Extractions appear in the Extraction column for review
Manual extraction creation
Manual creation is useful when
A file contains multiple document types
Pages need to be split or regrouped
The type was not detected automatically
Steps
Select pages
Click Create Extractions
Choose the extraction type
AP Bills
AR Invoices
Bank Statements
Direct Expense
Why extraction type selection matters
Determines extraction logic
Defines field structure
Applies validation rules
Controls export behavior
Selecting the correct type ensures accurate extraction and export
Step 4: Review and Verify Extractions
After extraction is created:
Open the extraction
Review extracted data
Confirm fields are correct
Click Verify
Always review before verifying to prevent export errors.
🔑 Quick Tips:
Enable only needed extraction types per entity
Upload multiple document types in one batch
Select the correct extraction type during upload or creation
Review all extractions before verifying