How to create an extraction template from a document view?

From a document from the quick action menu on the document, you can use the option "Generate extraction template".

This option will only be available if you have administration permissions on the form, or you are a team administrator.

From the dialogue box that appears, add a name for the template and click "Create". The creation may take a few moments, especially if you run this option from a document that has not been processed (its pages and OCR have not been extracted).

Once the creation is finished, if everything has gone correctly, we will be able to access the template to configure it from the "Go to..." button.

You can configure the template by following the instructions in the article How to create different data extraction templates for the same form?