ezDocuReader Software: Edit a Template

A template will tell ezDocuReader how to extract data from your PDF or image data file(s). For example: you need to read the Employee Name, SSN, Payments from the W2 form(s). (Note: You can skip this step if you will use the predefined templates.)

Edit a template

1. Start ezDocuReader, click the left menu "View/Edit Template" to select an existing template.



2. Select the template you want to edit



3. Edit it

4. Verify the template

5. Save the template

Note:
You can click the "Save Template" anytime. You can continue to add extra select boxes if needed.

More information

How to edit a template?

How to duplicate a template?

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Related Links

ezDocuReader Quick Start Guide

ezDocuReader download link

ezDocuReader FAQs