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Label Document Pages as Primary or Supporting

Control extraction by labeling pages as Primary or Supporting. Only Primary pages are extracted, while Supporting pages remain attached for reference.

Written by Jess B

What are Primary vs Supporting Pages?

Primary pages

  • Used for data extraction

  • Drive extracted fields, totals, and line items

  • Contain core transactional data

Supporting pages

  • Attached for reference only

  • Excluded from extraction

  • Examples: cover pages, summaries, vouchers, receipts, statements


Let tofie label pages for you

If your documents consistently follow the same pattern, for example, the first page is always the bill and the rest are supporting, you can teach tofie to classify pages automatically instead of labeling them by hand.

  1. Go to Knowledge Base and add a card describing the pattern (for example, "the first page is the bill, the remaining pages are supporting documents").

  2. Go to Entity Settings → Features → set Page Classification to:

    • No Page Classification: tofie will not classify pages; every page is extracted. This is the default.

    • Classify and Review: tofie classifies pages as primary or supporting and holds extraction until you review and confirm the labels.

    • Classify and Extract: tofie classifies pages and extracts immediately, using only the primary pages.

Pages tofie has classified show a small AI icon, so you can tell them apart from pages labeled manually.

💡 Tip: tofie defaults to Primary whenever it isn't confident, so a document is never accidentally excluded from extraction.


How to label pages as Primary or Supporting

1. Upload your document

  • Upload your document as usual

  • All pages will appear in the Document Review panel

2. Label pages

  • Select a page in Document Review or Extraction Review

  • Choose Primary or Supporting

Tip: You can multi-select pages (Ctrl/Cmd + click) to update labels in bulk from both Document Review and Extraction Review. A confirmation dialog will appear.

3. Extract using only Primary pages

  • Only Primary pages are used during extraction

  • Supporting pages are excluded from extraction

  • All pages remain attached to the extraction

Note: An extraction must contain at least one Primary page. If all pages are marked as Supporting, extraction will be disabled and the Extraction Review will show "Select a page to view extracted data."

If you update page labels after extraction:

  • Re-extract to apply the changes

  • Extracted results will reflect only the current Primary pages


Best practices 💡

  • Label pages before extracting whenever possible

  • Keep only pages with transactional data as Primary

  • Use Supporting for reference-only pages

  • Re-extract after changing labels to refresh results

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