Product · Templates
Start from a table someone has already thought through.
Eighty built-in templates cover documents most businesses already handle — invoices, contracts, leases, CVs, loss runs, drawings — ten for each of eight industries. Each shows every column’s type and the exact question it will ask before you use it, and everything in it is yours to edit afterwards.
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Finance & Accounting
Expense receipts, as the template ships.
Six columns, each with its type and the question it asks of every receipt — exactly what the app shows before you use it.
| Column | Type |
|---|---|
| Merchant | Text |
| Date | Date |
| Total | Number |
| Expense Category | Category |
| Tax Reclaimable | Yes/No |
| Payment Method | Text |
Ten templates in each of eight industries.
Four from each, to give the shape. Eighteen of the eighty include a picture column — a floor plan, a title plan, the drawings a trade bid refers to.
| Industry | Including |
|---|---|
| Legal & Procurement | Vendor and customer contracts, Non-disclosure agreements, Data processing agreements, Purchase orders |
| Finance & Accounting | Supplier invoices, Expense receipts, Bank statements, Business loan agreements |
| HR & Hiring | CVs and resumes, Employment contracts, Right to work documents, Offer letters |
| Insurance | Policy schedules, Broker submissions, Loss runs, Certificates of insurance |
| Real Estate | Commercial leases, Rent rolls, Title reports, Property compliance certificates |
| Construction | Subcontractor trade bids, Change orders, Requests for information (RFIs), Punch lists |
| Healthcare | Clinical guidelines and care pathways, Payer coverage policies, Standard operating procedures, Medical device documentation |
| Academia | Peer-reviewed journal PDFs, Systematic reviews and meta-analyses, Grant proposals, Laboratory protocols |
See the question before it runs.
Choosing a template opens a review of it: every column, its type, and the full prompt that will be asked of each document. Nothing is created until you use it.
Tick several and each becomes its own table. A template brings its settings with it — auto mode, answer language, how bundles are read — and once the table exists it is an ordinary table, with no link back: rename a column, change its type, rewrite its prompt.
Save your own.
Once a table asks the right questions, right-click its tab and save it as a template. It appears for everyone building a table in any workspace in your organisation, in a group you name.
Anyone who can build tables can save one; guests cannot. Owners and admins can lock a group so that only they change what is in it.
Three industries come with a notice.
Where the documents themselves carry obligations, the app says so on every template in the group, before a table is built.
- HR & Hiring. These documents are about identifiable people, and most are records an employee can request a copy of. Extract only what you need for the decision you are making.
- Insurance. Claims documents often contain personal data, and injury claims can contain medical records — special category data under GDPR. Confirm you have a lawful basis before uploading them.
- Healthcare. Ragextract is not HIPAA compliant and we do not sign Business Associate Agreements. These templates are for organisational documents — guidance, policy, procedures, product information. Do not upload patient records or other protected health information.
What it will not do.
- A template is not a definition. Its prompts are starting points to edit for your documents, not legal, financial or clinical definitions.
- It does not keep tables in step. Editing a template later changes no table that was already made from it.
- It does not make a document safe to upload. A notice is guidance; the lawful basis for what you upload is still yours to have.
A template is the quickest way to a table. The questions it asks are answered by extraction, and a table made from one can run itself in auto mode.
Start with the pile you already have.
Signing up comes with free credits. No card, no subscription.