Document Processing Reference

Reference tables for document options — parser and extraction settings, classification labels, and knowledge-base retrieval options.

Option tables for the Document module. Administrator-configured defaults are set in Documents (Admin).

Parser options

OptionMeaningNotes
Extraction engineThe reader applied to files.Structure-preserving engines for born-digital PDFs/Office; OCR engines for scans.
Force OCRApply OCR even when text exists.Improves some scans; slower.
OCR languagesLanguages to recognise.Explicit languages beat auto-detect for non-English.
Keep line breaksPreserve original layout lines.Helps forms and tables.
Extract / disable image extractionPull embedded images out.Enables image description downstream.
Image compression (W/H)Downscale images during processing.Saves space; leaves empty for no compression.
Allowed extensionsUploadable file types.Administrator whitelist.
Max upload count / sizePer-request limits.Raise cautiously.

File format support

FormatHandling
PDF (text)Highest fidelity, structure preserved.
PDF (scanned)OCR applied.
Images (PNG/JPG…)OCR for text; VLM description optional.
Office documentsText and tables where present.
Text / MarkdownLight structuring.
Audio / videoTranscription paths where enabled.

Extraction options

OptionMeaning
Schema / field listThe named values to pull (e.g. invoice_number, total, supplier).
Preset schemaReady-made field sets for common documents.
Confidence outputPer-field confidence, to route low-confidence cases to review.
Output formatStructured export (table/JSON/CSV).
ValidationRules a value must satisfy (date format, numeric range).

Classification options

OptionMeaning
Labels / taxonomyThe categories to assign.
Label descriptionsShort definitions — the biggest accuracy lever.
Multi-labelWhether several categories may apply.
"Other" labelCatch-all to avoid forced wrong answers.

Knowledge base / retrieval options

OptionMeaningGuidance
Chunk sizeSize of indexed text pieces.Balance context vs precision.
Chunk overlapShared text between chunks.Smooths boundaries.
Embedding modelConverts text to vectors.Changing it requires re-indexing.
Embedding batch sizeIndexing throughput.Tune for cluster load.
Top KPassages retrieved per query.More context, more tokens.
Top K rerankerRefined second-stage ranking.Improves relevance.
BM25 weight / Hybrid searchBlend keyword + semantic matching.Helps exact codes and names.
Score thresholdMinimum relevance to include.Filters weak matches.
Full context modeFeed whole documents when they fit.Small sets only.
Image description (VLM)Text descriptions of in-document images.Makes image content searchable.