# Document profile directory

Use this directory to compare document types before choosing an extraction profile. Each profile describes its intended purpose, recognition clues, expected fields, and source-reading rules. Core fields describe the intended structure; a missing source value remains unresolved rather than being invented.

Automatic matching can identify a suitable profile, selected-profile mode uses your choice, and free discovery explores fields without requiring a catalog profile. Read [Document profiles](/docs/documents/profiles) before applying a profile to an ambiguous or mixed source.

A profile is a table extraction structure. It is not a professional interpretation service, a completeness guarantee, or a statement that every source contains all expected fields.

## Commerce

- [Invoice](/docs/documents/profiles/commerce-invoice): Track supplier payment obligations.
- [Payment receipt](/docs/documents/profiles/commerce-receipt): Record an acknowledged payment.
- [Credit note](/docs/documents/profiles/commerce-credit-note): Track reductions or reversals of invoiced amounts.
- [Debit note](/docs/documents/profiles/commerce-debit-note): Track additional debit adjustments.
- [Quotation or estimate](/docs/documents/profiles/commerce-quotation): Compare proposed prices before ordering.
- [Purchase order](/docs/documents/profiles/commerce-purchase-order): Track buyer authorization to purchase.
- [Order confirmation](/docs/documents/profiles/commerce-order-confirmation): Track supplier acceptance of an order.
- [Request for quotation](/docs/documents/profiles/commerce-request-for-quote): Track a buyer's request for supplier prices.
- [Expense reimbursement claim](/docs/documents/profiles/commerce-expense-claim): Track reimbursement requests.

## Personal finance

- [Bank account statement](/docs/documents/profiles/personal-finance-bank-statement): Compare account period summaries.
- [Credit card statement](/docs/documents/profiles/personal-finance-credit-card-statement): Track card balances and due payments.
- [Payslip](/docs/documents/profiles/personal-finance-payslip): Compare stated pay-period amounts.
- [Tax return summary](/docs/documents/profiles/personal-finance-tax-return): Index filed or prepared tax returns.
- [Loan estimate](/docs/documents/profiles/personal-finance-loan-estimate): Compare proposed borrowing terms.
- [Loan closing disclosure](/docs/documents/profiles/personal-finance-closing-disclosure): Record stated final loan and closing amounts.

## Investment

- [Investment pitch deck](/docs/documents/profiles/investment-pitch-deck): Screen a company's stated proposition.
- [Investment memorandum](/docs/documents/profiles/investment-investment-memo): Compare an author's investment assessment.
- [Financing term sheet](/docs/documents/profiles/investment-financing-term-sheet): Compare proposed financing terms.
- [Capitalization table summary](/docs/documents/profiles/investment-capitalization-table): Index ownership snapshots without flattening holders.
- [SAFE agreement](/docs/documents/profiles/investment-safe-agreement): Track future-equity instrument terms.
- [Convertible note](/docs/documents/profiles/investment-convertible-note): Track convertible debt terms.
- [Fund factsheet](/docs/documents/profiles/investment-fund-factsheet): Compare stated fund characteristics.
- [Securities prospectus or offering memorandum](/docs/documents/profiles/investment-prospectus): Index offer scope and disclosures.
- [Capital call notice](/docs/documents/profiles/investment-capital-call-notice): Track a fund's requested investor contribution.
- [Fund distribution notice](/docs/documents/profiles/investment-distribution-notice): Track a fund's stated investor payout.
- [Investors’ rights agreement](/docs/documents/profiles/investment-investors-rights-agreement): Identify every investor and compare investor identity, affiliation, contact, signature evidence and specific rights or investment details.

## Financial reporting

- [Annual report](/docs/documents/profiles/financial-reporting-annual-report): Compare reported annual business performance.
- [Quarterly report](/docs/documents/profiles/financial-reporting-quarterly-report): Compare interim reported performance.
- [Balance sheet](/docs/documents/profiles/financial-reporting-balance-sheet): Compare stated financial positions.
- [Income statement](/docs/documents/profiles/financial-reporting-income-statement): Compare stated period income and costs.
- [Cash flow statement](/docs/documents/profiles/financial-reporting-cash-flow-statement): Compare stated cash movements.

## Contracts

- [Confidentiality agreement](/docs/documents/profiles/contracts-non-disclosure-agreement): Track confidentiality scope and duration.
- [Services agreement](/docs/documents/profiles/contracts-services-agreement): Track service scope and commercial obligations.
- [Statement of work](/docs/documents/profiles/contracts-statement-of-work): Track agreed deliverables and acceptance.
- [License agreement](/docs/documents/profiles/contracts-license-agreement): Track licensed rights and restrictions.
- [Data processing agreement](/docs/documents/profiles/contracts-data-processing-agreement): Track stated processing roles and scope.
- [Lease or tenancy agreement](/docs/documents/profiles/contracts-lease-agreement): Track property use and payment terms.
- [Employment agreement](/docs/documents/profiles/contracts-employment-agreement): Track stated employment terms.
- [Sale and purchase agreement](/docs/documents/profiles/contracts-sale-purchase-agreement): Track an asset or business sale.
- [Settlement agreement](/docs/documents/profiles/contracts-settlement-agreement): Track stated resolution of a dispute.
- [Contract amendment](/docs/documents/profiles/contracts-contract-amendment): Track changes to an existing agreement.

## Governance and legal

- [Company incorporation document](/docs/documents/profiles/governance-legal-incorporation-document): Index entity formation records.
- [Board meeting minutes](/docs/documents/profiles/governance-legal-board-minutes): Track recorded governance decisions.
- [Written resolution](/docs/documents/profiles/governance-legal-written-resolution): Track formally stated decisions.
- [Organizational policy](/docs/documents/profiles/governance-legal-organizational-policy): Compare policy scope and responsibilities.
- [Court filing or pleading](/docs/documents/profiles/governance-legal-court-filing): Index a party's submitted litigation document.
- [Court order or judgment](/docs/documents/profiles/governance-legal-court-order): Index a court's stated decision.

## Customer voice

- [Customer review](/docs/documents/profiles/customer-voice-customer-review): Compare expressed product or service experiences.
- [Individual survey response](/docs/documents/profiles/customer-voice-survey-response): Compare one respondent's stated answers.
- [Customer feedback message](/docs/documents/profiles/customer-voice-feedback-message): Track unsolicited feedback.
- [Customer complaint](/docs/documents/profiles/customer-voice-customer-complaint): Track reported problems and desired remedies.
- [Support ticket](/docs/documents/profiles/customer-voice-support-ticket): Track service requests and resolution status.
- [Feature request](/docs/documents/profiles/customer-voice-feature-request): Compare requested product improvements.
- [Customer interview transcript](/docs/documents/profiles/customer-voice-customer-interview): Compare stated needs and experiences.
- [Cancellation or churn feedback](/docs/documents/profiles/customer-voice-cancellation-feedback): Track stated reasons for leaving.

## Logistics

- [Bill of lading](/docs/documents/profiles/logistics-bill-of-lading): Track shipment carriage details.
- [Waybill or consignment note](/docs/documents/profiles/logistics-consignment-note): Track transport instructions and parties.
- [Packing list](/docs/documents/profiles/logistics-packing-list): Compare packaged shipment contents.
- [Delivery note or despatch advice](/docs/documents/profiles/logistics-delivery-note): Track goods stated as sent or delivered.
- [Proof of delivery](/docs/documents/profiles/logistics-proof-of-delivery): Record explicitly acknowledged delivery.
- [Certificate of origin](/docs/documents/profiles/logistics-certificate-of-origin): Index stated origin certifications.

## People

- [CV or resume](/docs/documents/profiles/people-resume): Index applicant-stated experience and skills.
- [Cover letter](/docs/documents/profiles/people-cover-letter): Compare applicant-stated motivation.
- [Job description](/docs/documents/profiles/people-job-description): Compare role scope and stated requirements.
- [Employment offer letter](/docs/documents/profiles/people-offer-letter): Track proposed employment terms.
- [Employee performance review](/docs/documents/profiles/people-performance-review): Index recorded review outcomes.
- [Training or qualification certificate](/docs/documents/profiles/people-training-certificate): Track stated learning credentials.

## Project operations

- [Project proposal](/docs/documents/profiles/project-operations-project-proposal): Compare proposed scope and outcomes.
- [Project status report](/docs/documents/profiles/project-operations-project-status-report): Compare reported delivery progress.
- [Meeting notes](/docs/documents/profiles/project-operations-meeting-notes): Track working decisions and actions.
- [Incident report](/docs/documents/profiles/project-operations-incident-report): Track a reported operational or safety event.
- [Change request](/docs/documents/profiles/project-operations-change-request): Track proposed changes and decisions.
- [Request for proposal or tender](/docs/documents/profiles/project-operations-request-for-proposal): Track solution requirements and response conditions.

## Property and insurance

- [Property listing](/docs/documents/profiles/property-insurance-property-listing): Compare advertised property characteristics.
- [Property inspection report](/docs/documents/profiles/property-insurance-property-inspection): Compare recorded property condition.
- [Property valuation report](/docs/documents/profiles/property-insurance-property-valuation): Index stated professional valuations.
- [Insurance policy or declarations](/docs/documents/profiles/property-insurance-insurance-policy): Track stated cover periods and scope.
- [Insurance claim submission](/docs/documents/profiles/property-insurance-insurance-claim): Track reported losses and requested payment.
- [Explanation of benefits](/docs/documents/profiles/property-insurance-explanation-of-benefits): Track stated processing of a health claim.

## Research and health

- [Research article or preprint](/docs/documents/profiles/research-health-research-article): Compare reported research contributions.
- [Study protocol](/docs/documents/profiles/research-health-study-protocol): Compare planned research designs.
- [Grant proposal](/docs/documents/profiles/research-health-grant-proposal): Compare requested funding and project rationale.
- [Grant award notice](/docs/documents/profiles/research-health-grant-award): Track stated grant decisions.
- [Laboratory or diagnostic report summary](/docs/documents/profiles/research-health-diagnostic-report): Index reported examination outcomes.
- [Clinical discharge summary](/docs/documents/profiles/research-health-discharge-summary): Index source-stated episode summaries.

## Technical quality

- [Product or technical datasheet](/docs/documents/profiles/technical-quality-product-datasheet): Compare stated product specifications.
- [Safety data sheet](/docs/documents/profiles/technical-quality-safety-data-sheet): Index source-stated hazard handling information.
- [Quality inspection report](/docs/documents/profiles/technical-quality-quality-inspection): Compare recorded inspection outcomes.
- [Certificate of analysis](/docs/documents/profiles/technical-quality-certificate-of-analysis): Index certified batch testing summaries.
- [Maintenance or service record](/docs/documents/profiles/technical-quality-maintenance-record): Track completed equipment work.
- [Operating manual or procedure](/docs/documents/profiles/technical-quality-operating-manual): Index equipment procedures and precautions.
- [Security assessment report](/docs/documents/profiles/technical-quality-security-assessment): Index source-stated security findings.
- [Sustainability report](/docs/documents/profiles/technical-quality-sustainability-report): Compare reported sustainability commitments and metrics.