Creating a Batch Job
A Batch Job is how you get documents into the platform. You upload one or more PDF files, choose which Document Type they should be processed against, and the platform automatically splits each PDF into individual pages and extracts data from every one.
Starting a new job
Go to Batch Jobs → New Job. You'll need to provide:
- Job Title - a short name for this batch (for example, "March Supplier Invoices").
- Job Description - a longer note about what this batch contains.
- Document Type - which template the platform should use to read these files. See Document Types if you haven't set one up yet.
- Job Type - choose between:
- Instant Processing - recommended for smaller batches (under 200 files) or when you need results quickly and are comfortable with somewhat lower accuracy.
- Lazy Processing - recommended for larger batches (200+ files), or whenever you'd rather prioritise accuracy over speed.
Adding files
Drag and drop PDF files onto the drop zone, or click it to browse your computer. You can add multiple files at once. Every file you add is listed with its name and size, and can be removed individually with the X button, or all at once with Clear All.
Only PDF files are accepted for batch processing. Files of any other type are ignored if dropped into the zone.
Starting the job
Click Start Job once you're happy with your file list. While the job uploads, a progress bar tracks pages processed against the total across all your files, along with a status message. Processing continues to run even after upload completes; you'll be notified once the job has been queued (Lazy) or completed (Instant).
Each page of every PDF you upload becomes its own document once processing finishes - a 10-page PDF becomes 10 separate documents.
After starting a job
You're returned to the Batch Jobs list, where your new job appears with a status badge. See Reviewing a Batch Job for what happens next.