Start by defining the information you actually need: parties, dates, invoice numbers, totals, payment terms, obligations, product lines or custom fields. Then extract those values, flag missing or ambiguous items and keep a link back to the source location.
For scanned PDFs, image quality, orientation and legibility directly affect extraction quality. A good workflow should make uncertain results visible rather than silently pretending every field is certain.
NexaFile combines extraction with summaries, risks, actions and source review so the same document can move from reading to verification and follow-up in one workspace.