Overview
The Blueprint Generator allows users to create custom document processing templates by uploading documents and defining data extraction fields through an intuitive visual interface. Users can draw boxes around specific areas of documents to identify and extract key information using OCR technology.
Accessing the Blueprint Generator
Navigate to Inbox → Any Docs
Click on Blueprints to view the blueprint management interface
Blueprint Types
The system supports two types of blueprints:
VERYFI Blueprints: Read-only blueprints that cannot be modified
User Blueprints: Custom blueprints created and managed by users
Creating a New Blueprint
Step 1: Initialize Blueprint Creation
Click Add Blueprint to open the blueprint creator
The system will display a file uploader interface
Step 2: Upload Document
Supported file formats:
JPEG
PNG
PDF (including multi-page documents)
Upload your document by selecting the appropriate file type and choosing your file.
Step 3: Configure Blueprint Settings
Basic Information
Name: Provide a descriptive name for your blueprint
Type: Select the appropriate blueprint type from available options
Field Creation
Draw Selection Box: Click and drag to draw a box around the text area you want to extract
Automatic Text Recognition: The system uses OCR to automatically detect and populate text from the selected region
Configure Field Properties:
Text: Review and edit the automatically detected text
JSON Field Name: Enter a unique key name for this field
Must be lowercase alphanumeric characters
Spaces are automatically converted to underscores
Uppercase letters are automatically converted to lowercase
Type: Select from available field types
Description: Add optional description for the field
Click Save to add the field to your blueprint
Step 4: Field Management
Editing Fields
Visual Editing: Click on any drawn box to edit field properties
Table Editing: Click directly into table cells to modify values inline
Field List: View all fields in the fields table at the bottom of the interface
Field Requirements
JSON field names must be unique across all fields
All key names follow lowercase alphanumeric format with underscores
Working with Groups
Groups allow you to organize related fields into logical collections, which affects the JSON output structure.
Creating Groups
Click Add Group
Configure group properties:
JSON Key: Unique identifier for the group
Type: Choose between:
Object: Creates a single object containing grouped fields
List of Objects: Creates an array of objects
Group Requirements
Each group must contain at least one field
Groups without fields will display a warning icon
Assigning Fields to Groups
Method 1: Direct assignment
Click on a field box
Select group from the dropdown menu (appears when groups exist)
Method 2: Move existing field
Click the menu icon for any field
Select Move to Group
Choose the target group from the modal
Group Management
Expand/Collapse: Click the folder icon to show/hide group contents
Visual Indicators: Alert icons indicate groups needing fields, folder icons show properly configured groups
Multi-Page PDF Support
For PDF documents with multiple pages:
Navigation
Page Footer: Use the navigation controls at the bottom right
Page Jumping: Enter a specific page number and press Enter or click away to jump directly
Page-Specific Fields: Fields are associated with specific pages where they were created
Page Management
Each page maintains its own set of field boxes
Navigate between pages to see relevant field overlays
Fields created on one page won't appear on others
Saving and Managing Blueprints
Saving Your Blueprint
Enter a descriptive name for your blueprint
Click Save to create the blueprint
The blueprint will appear in the blueprints list with your specified name and type
Viewing Saved Blueprints
Scroll down to the blueprints list
Click View on any blueprint to open it
The system will automatically:
Display the original document
Draw all saved field boxes
Show group organization
Expand grouped fields for easy viewing
Editing Existing Blueprints
Open a blueprint using the View option
Make necessary changes to fields or groups
Click Save to update the blueprint
Changes are immediately reflected in the blueprint list
Best Practices
Field Naming
Use descriptive, lowercase names
Avoid spaces (use underscores instead)
Ensure uniqueness across all fields
Follow consistent naming conventions
Box Drawing
Draw boxes precisely around target text
Ensure boxes fully encompass the text area
Verify OCR accuracy and adjust as needed
Group Organization
Group related fields logically
Consider your desired JSON output structure
Use descriptive group names
Document Quality
Use clear, high-resolution images
Ensure text is legible and not skewed
For PDFs, verify all pages are properly oriented
Troubleshooting
Common Issues
Missing text recognition: Redraw boxes more precisely around text
Invalid field names: Check for uppercase letters or special characters
Group warnings: Ensure each group has at least one assigned field
Page navigation: Use the footer controls for multi-page PDFs