Table ID Supervision

The Template Tool gives you flexibility in identifying cells within a table. You will use the Template Tool when completing Table ID Supervision both for gridded and non-gridded tables.

When using the Template Tool, you choose cells from one row, which we'll use to make predictions for the location of cells in other rows in the table. You can then adjust the size of the rows and the cells within each one.

Before you begin…

To help us transcribe each cell accurately, review our Best Practices for Table Identification and Table Transcription and keep them in mind as you identify the content of each row.

Note that if you are identifying a nested table, you first need to identify a template row and review cell predictions for your child table. Then, you can proceed with identifying a template row and reviewing cell predictions for your parent table.

You can complete Table ID Supervision with the Template Tool by following the steps described below.

Step 1 of 2: Identify Template Row

1. Select a row from the table to be a "template row." This row should:

   • have as many of the cells listed in the right-hand sidebar as possible, and

   • be similar in layout to as many other rows as possible.

2. Select a cell in the right-hand sidebar by clicking on it or using keyboard shortcuts. The selected cell will be highlighted.

3. Click on the cell's content in the template row. A bounding box appears around the cell's content, which is highlighted in blue.

4. Do one of the following:

   If...	Then...
   The bounding box includes all of the cell's content.	Move on to the next step.
   The box is in the right place but doesn't include all of the cell's content (e.g., parts of letters fall outside of the box).	Click and drag the corners of the box until it contains all of the content that should be transcribed.
   Neighboring text segments should also be included in the cell's transcription.	With a click-and-drag motion, draw a bounding box that includes all of the cell's content.
   The box doesn’t include any of the cell’s content OR no bounding box appears around the cell’s content when hovering over it.	Press the spacebar, and with a click-and-drag motion, draw a bounding box that includes all of the cell's content.

5. Repeat steps 2-4 until all you’ve identified all of the cells that appear in the template row.
   
   
   

6. When you’ve finished identifying cells in the template row, click Continue to Review (CMD + Enter).

Step 2 of 2: Finish Table Identification

1. Review the predictions we made based on your template row. You can do so by:

   • scrolling through the document, or

   • clicking on a column in the right-hand sidebar, which will highlight that column's contents in the document to allow for a focused review of each column.

     

2. If necessary, you can make adjustments to our placement of rows or cells by following the steps described in the sections below. Boxes highlighted in yellow are cells the machine is less confident in.

3. When you're ready to submit the cells:

   • If you’re identifying a regular table, click Submit Document (CMD + Enter).

   • If you’re identifying a nested table’s child table, click Continue to next table (CMD + Enter).

Selecting rows, columns, and cells

Select a row

Click anywhere in a row that isn’t a cell to select it.

Select or deselect a column

Click a column header in the image or a column name in the right-hand side to select the column. Click on the column header of a selected column to deselect it.

Select a cell

Click on a cell to select it.

Working with rows

Insert a row

You can insert rows at the top or bottom of the table.

• To insert a row at the top of the table, right-click on the first row in the table, and click Insert 1 above.

• To insert a row at the bottom of the table, click on the + sign under the last row's row number.

Adjust row height

To adjust the height of a row, click on the row's top or bottom boundary pill button and drag it up or down until the row has the desired height. Doing so will make the neighboring row taller or shorter, depending on the direction you move the boundary.

Holding the Shift key while dragging a row’s boundary pill button will move the row boundary as well as reposition the adjacent rows in the direction where you are moving the boundary. This approach preserves the height of the neighboring row.

Extend a parent row to the next page

If a parent row is split across different pages or a parent row’s cells are located on different pages, you can identify all cells as part of the same row by extending the parent row to the next page. To extend a parent row to the next page, you need to select the last parent row on a page, and then click the Extend row [row’s number] to next page button that is located between the pages.

You can extend a parent row to as many pages as necessary. For example, if you want to extend a parent row that spans over three different pages, you need to:

1. Click the Extend row [row’s number] to next page button that is located between the first and the second page.

2. Click the Extend row [row’s number] to next page button that is located between the second and the third page.

Insert rows on other pages

If a table with the same format appears on another page in the document, we should detect it and map the template row onto its rows. If we don’t, you can add rows by clicking the + sign on the left side of the page.

Delete rows

To delete a row, right-click anywhere in the row, and click Delete Row.

1. Select the rows you would like to delete.

   1. To select consecutive rows:

      1. Click on the first row in the set you would like to delete.

      2. Press Shift and click on the last row in the set.

   2. To select non-consecutive rows:

      1. Click on the first row you would like to delete.

      2. For each additional row, press Command or Control and click on the row.

2. Right-click on a selected row, and click Delete Rows.

Deleting the top or bottom row will make the neighboring row larger. If you remove a row in the middle of the table, the row will merge with the row directly beneath it, making that row taller.

Working with columns

Delete a column

To delete all cells in a column, click on the column, and then click the  button.

Select all cells on the current page for a column

To select all cells on the current page for a given column, click on the column, and then click the  button. This functionality allows you to adjust the width and height of the selected cells' bounding boxes simultaneously.

Automatically identify new cells

To automatically identify new cells based on the location of existing cells, click on a column, and then click the  button. If a given row does not have a cell for the selected column, but there is a text segment in this row that is roughly matching the locations of the cells from the other rows, the system will automatically identify a cell for this text segment.

Manually re-identify table

To go back and re-identify a table, click the Manually Re-identify Table button in the right-hand sidebar. The system will redirect you back to step 1, and you can identify your table again.

Working with bounding boxes

Add a bounding box

If content for a cell hasn't been included in a bounding box, click on the cell's column in the right-hand sidebar, and click on the cell's text. A bounding box appears around the cell's content, which is highlighted in blue.

• If there is no bounding box prediction, press the spacebar, and with a click-and-drag motion, draw a bounding box that includes all of the cell's content.

How we place the box in a row

When adding a bounding box, the row we place it in depends on where you begin drawing the box. For example, if you begin drawing the box from its top-left corner, we will place the box in the row containing the top-left corner of the box. For a box created with a single click, we use the location of the box's top-left corner to determine which row it belongs to. If you draw a box outside of the whole table, the box will be placed either in the top or the bottom row, depending on which row is closer to the box.

Adjust a bounding box

If the box is in the right place but doesn't include all of the cell’s content (e.g., parts of letters fall outside of the box), click and drag the edges of the box until it contains all of the content that should be transcribed.

If neighboring text segments should also be included in the cell’s transcription, press the spacebar, and with a click-and-drag motion, draw a bounding box that includes all of the cell’s content.

You can multi-select bounding boxes by pressing Command or Control and clicking on the rows. You can then adjust the boxes’ height and width with a click-and-drag motion. Note that you can adjust the boxes’ height as long as you do not hit another row’s boundary.

Move a bounding box

To move a bounding box to another text segment, click on it and drag it to the text it should contain.

Keyboard shortcuts

Step 1 of 2: Identify Template Row

Locate template row

All tasks

Step 2 of 2: Finish Table Identification

Table Identification

All tasks