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.
👨🏫 Learn more about ADocs
Accessing the Blueprint Generator
Navigate to Inbox → Any Docs
Click on Blueprints to view the blueprint management interface
So what are these Blueprints?
Think of blueprints as templates that teach ADocs exactly what to look for in your document.
You've got two options:
Prebuilt Blueprints - We've already created templates for common documents like insurance forms, work orders, passports, etc.
Custom Blueprints - You can create your own templates for literally any document type.
Creating a New Blueprint
The process involves several straightforward steps:
Initialize creation - Navigate to the AnyDocs inbox and select "Create Blueprint."
Upload document - Provide a sample document in PDF, JPEG, or PNG format
Define extraction areas - Draw boxes around text regions you want to extract
Configure fields - Assign names, data types, and descriptions to each extracted field
Organize with groups (optional) - Group related fields together for better data structure
Save blueprint - Finalize the template for future document processing
🔌 Step by Step Guide
Step 1️⃣ : Initialize Blueprint Creation
Click Add Blueprint to open the blueprint creator
The system will display a file uploader interface
Step 2️⃣ : Upload Document
Upload your document by selecting the appropriate file type and choosing your file. Supported file formats: JPEG, PNG, PDF (including multi-page documents)
Step 3️⃣ : Configure Blueprint Settings
Name: Provide a descriptive name for your blueprint
Type: Select the appropriate blueprint type from the 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 4️⃣ 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
How to Assign 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 the 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
🧑🏻🏫 How does multi-page PDF support work?
For PDF documents with multiple pages it includes navigation controls for multi-page PDFs. Users can move between pages and define different extraction fields for each page as needed. Field assignments are page-specific and remain associated with their designated 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
Can blueprints be modified after creation?
Yes, existing blueprints can be edited by selecting the "View" option, making necessary changes, and saving the updated version. Changes take effect immediately.
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 for creating effective blueprints
Field naming conventions - Choose descriptive names that clearly indicate what data the field contains. The system automatically converts everything to lowercase and replaces spaces with underscores, so "Invoice Total" becomes "invoice_total". Make sure each field name is unique and follow a consistent pattern throughout your blueprint.
Accurate box placement - When drawing extraction boxes, position them precisely around the target text with enough margin to capture the entire text area. After drawing each box, review the extracted text to ensure accuracy. If the OCR seems off, try redrawing the box with better boundaries.
Logical grouping - When organizing fields into groups, think about how you want the final JSON structure to look. Group related information together, such as putting all address components (street, city, state, zip) in an "address" group. Use clear, descriptive names for your groups.
Document preparation - Start with high-quality document images or PDFs. Blurry, skewed, or low-resolution documents will impact extraction accuracy. For multi-page PDFs, check that all pages display correctly and are properly oriented before creating your blueprint.
🛡 What security measures are in place?
Veryfi maintains GDPR, HIPAA, and SOC 2 Type 2 compliance with bank-level security protocols. Documents and extracted data remain within Veryfi's infrastructure and are not shared with external AI providers.
💾 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