Document types
Use document types to group documents with similar extraction needs, such as NDAs, service agreements, invoices, purchase orders, utility bills, SEC filings, or custom business documents. A document type can define the expected default tags for that class of document. It can also be associated with Vault-specific processing settings such as table extraction, embedded image classification, extensive text extraction, and image model processing.Default tags
Default tags are reusable extraction fields for a document type. They are best for stable fields that should be extracted whenever a document of that type is processed. Examples include parties, effective date, governing law, renewal date, termination notice period, contract value, supplier name, clause presence, and other recurring metadata. Default tags are part of the document type configuration. If default tags change, reprocess affected documents when you need updated answers.Custom tags
Custom tags are user-defined questions that can be created and run against selected documents or Vault scopes. They are useful when a team needs organisation-specific extraction beyond the default document type fields. Custom tag modes include:
Custom tags can also include reasoning, semantic-card output, validation state, source passages, page references, and processing status.