Overview

The platform is organised around a simple idea: documents belong to a Document Type, and each Document Type defines the fields the platform should extract.

For example, you might create an "Invoice" Document Type with fields for Invoice Number, Invoice Date, Supplier, and Total. Once that's set up, every invoice you upload will automatically have those fields extracted, ready for you to review and confirm.

Core concepts

Concept	What it means
Document Type	A template describing what kind of document you're processing and which fields (data points) should be extracted from it.
Field	A single piece of data to extract, such as a name, date, number, yes/no value, or a value chosen from a list.
Catalogue	A reusable list of key/value pairs (for example, cost codes or supplier codes) that a field can match against.
Batch Job	An upload session where you send one or more PDF files to be processed against a chosen Document Type.
Document	A single processed record, created from one page (or a defined set of pages) of an uploaded file, holding the extracted field values.
Confidence	A score the platform assigns to each extracted field, showing how sure it is that the value is correct. Low-confidence fields are flagged for your review.
Export Preset	A saved template that maps document fields to CSV columns, so you can repeatedly export data in the same format.
Prompt Rule	An administrator-defined instruction that guides how a field is extracted (for example, "always format as DD/MM/YYYY").

A typical first session

1. Sign in and get oriented with the sidebar and dashboard.
2. Create a Document Type describing the fields you want extracted from your documents.
3. If any of your fields should be chosen from a fixed list of values, create a Catalogue first and link it to that field.
4. Create a Batch Job, upload your PDFs, and choose the Document Type you just created.
5. Once processing finishes, review the extracted documents, correct anything that needs it, and approve them.
6. Search, browse, and export your processed documents whenever you need them.

note

Depending on your role, some areas of the platform (such as Administration) may not be visible to you. See Roles & Permissions for details.