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The main application offers Upload, Verify, and Chat to users. Available workflows and features depend on your permissions, deployment configuration, and license. Ask an administrator if a workflow or feature is unavailable.

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Upload documents

  1. Open Upload and choose the appropriate workflow or document type.
  2. Select the files to process. Multiple files can be submitted together.
  3. Submit the upload and follow the resulting processing status. Your selected workflow determines the processing stages and whether human verification is required.
Choose the workflow that matches the business task and handle confidential files according to your organization’s policies. If processing fails, record the error and contact an administrator; do not repeatedly submit sensitive files to an unapproved destination.

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Verify extracted data

Open Verify to work on documents awaiting review. Select a document, compare the extracted fields and any repeating rows with the source, and correct discrepancies. Complete the review using the approval action when the data is ready. Verification uses locking to coordinate work between operators; if a document is locked, follow your team’s process or contact an administrator. What appears in the form depends on the selected document type and the workflow. Automated extraction can be incomplete or incorrect: review the original document, especially dates, amounts, identifiers, and line items. See document types for schema configuration.

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Chat with an agent

Open Chat, select an available agent workflow, and start or continue a session. Enter a question and attach a file when needed. The configured agent can use available tools and company knowledge sources; the interface can show source information and tool activity when available. Model, workflow, access, and tool configuration determine what the assistant can do. Review generated answers and source material before acting on them. Do not send information to a model or tool unless its deployment and data handling are approved for that information. See agent workflows and the tools catalogue.

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Other application areas

Administrators configure providers, workflows, users, API keys, retention, secrets, tools, and licensing, and can monitor operations in the Dashboard. See administration areas for a guide to these screens.