How to Use Trellis Templates

Introduction

If you’re frequently processing documents and find yourself setting up the same extraction configurations over and over, you’re not alone. This repetitive task can be time-consuming and frustrating. Luckily, Trellis Templates is here to change that. In this tutorial, we’ll show you how to use Templates to save time and streamline your document processing tasks, so you don’t have to start from scratch every time.

What are Trellis Templates?

Imagine setting up extraction rules for a specific document once, and then being able to apply that same configuration to any similar document—no matter how its structure changes. That’s exactly what Trellis Templates do.

Trellis Templates allow you to define the specific data points, clauses, or terms you want to extract from a document. You configure it once, and Trellis will remember that setup for future documents. No more starting from scratch every time you upload a new file!

Why Templates Matter

If you’re constantly working with documents like leases, contracts, or financial statements, you know how tedious it can be to pull the same information over and over again. Trellis Templates save you time by letting you automate that process, ensuring that you can extract key details even if the document’s layout or structure changes.

How to Create and Use Trellis Templates

Here’s a step-by-step guide on how to set up and use a Trellis Template:

Step 1: Upload Your Document

First, start by uploading the document you want to extract data from. You can upload contracts, leases, financial statements, or any other type of document. Trellis will analyze the structure and prepare it for the next step.

Step 2: Define What You Want to Extract

Once your document is uploaded, you’ll be prompted to define the data points you want to extract. Let’s say you’re working with lease agreements—you might need to extract:

• Rent schedules

• Termination clauses

• Tenant names

Select these data points by highlighting them within the document or using the predefined options Trellis offers.

Step 3: Save as a Template

After setting up your extraction rules, you can save this configuration as a Template. Give your template a name that clearly describes its function, such as “Lease Agreement Extraction.”

Now, Trellis will save these settings, and you won’t have to set up these rules again the next time you process a similar document.

Step 4: Apply the Template to Future Documents

The next time you upload a similar document, instead of manually setting up extraction rules again, you can simply apply your saved Template. With one click, Trellis will automatically pull out the same data points, regardless of the document's structure or layout.

Example Use Cases for Trellis Templates

To make things more concrete, here are a few examples of how Trellis Templates can be used in different industries:

1. Lease Abstraction

• Scenario: You’re a property manager who regularly processes lease agreements. Each time, you need to pull out key details like rent schedules, tenant names, and termination clauses.

• Solution: Create a template that extracts these exact details. Next time you upload a new lease agreement, the template will do the work for you, saving you hours of manual data extraction.

2. Contract Review

• Scenario: You work in legal and frequently review contracts for specific clauses like payment terms, liability clauses, and delivery timelines.

• Solution: Set up a template that extracts these critical clauses from every contract. Trellis will remember your preferences and apply them automatically to future documents.

3. Financial Document Processing

• Scenario: You handle financial reports for different clients and need to extract specific numbers, like revenue, expenses, and profit margins.

• Solution: Configure a template for financial reports. No matter how the report is formatted, Trellis will find and extract these key metrics.

Why Use Trellis Templates?

By now, you can probably see the advantages of using Trellis Templates:

• Time Savings: Set up your extraction once and reuse it across multiple documents.

• Consistency: Ensure you’re always pulling the same information, regardless of document structure.

• Flexibility: Templates can be applied to a wide range of documents, even when formats vary.

• Scalability: As your document processing needs grow, Trellis can scale with you, processing larger volumes without extra manual setup.

Get Started with Trellis Templates Today

Ready to try Trellis Templates for yourself? Whether you’re working with leases, contracts, or any other type of document, Templates will make your process smoother, faster, and more consistent.

Start by uploading your first document and creating your first template, and see how much time you save!