Your First Run
This walkthrough takes you from an empty organisation to your first batch of reviewed, exported documents.
Step 1: Decide what you're processing
Think about the kind of paperwork you deal with most often - invoices, purchase orders, certificates, application forms, and so on. You'll create one Document Type per kind of document.
Step 2: (Optional) Set up any Catalogues you need
If any of the information on your documents should be matched against a fixed list - for example, a list of valid cost centre codes, or a list of supplier names - create a Catalogue for it first. You'll be able to attach it to a field in the next step.
Step 3: Create your first Document Type
Go to Document Types → Create Document Type and give it a name and description. Then add the fields you want extracted - see Document Types Overview and Field Types for a full walkthrough.
If you have a sample document handy, try the AI Assistant (the sparkle button) to automatically suggest a starting set of fields - see AI Assistant & Templates.
Step 4: Upload your first Batch Job
Go to Batch Jobs → New Job, give the job a title and description, choose the Document Type you just created, and drop in your PDF files. See Creating a Batch Job for details on choosing between Instant and Lazy processing.
Step 5: Review the results
Once the job finishes processing, open it from the Batch Jobs list. Each page of your uploaded PDFs becomes a document with its extracted fields. Fields the platform isn't confident about are flagged for your attention. Correct anything that needs it, then approve the document. See Reviewing a Batch Job.
Step 6: Find and export your data
Head to Documents to search and browse everything you've processed. When you're ready to send data elsewhere, use Export - either a one-off export or, better yet, set up a reusable Export Preset so your column layout stays consistent every time.
Congratulations - you've completed a full processing cycle! From here, repeat the batch job step whenever you have new documents to process.