Documentation Video Guide

This is the page where all your documents will be stored.

A standardized document structure created once and reused for all future documents of the same type.

It defines exactly what data must be captured, how it should be formatted, and how it should be interpreted. When a document requires ongoing or repeat review, using a master template ensures consistency, accuracy, and efficiency.

When modifying an existing master template, the goal is to refine or expand the structure to accommodate new requirements, correct errors, or improve clarity and accuracy.

Updates may include:

• Adding new fields
• Adjusting data definitions
• Changing formatting rules
• Reorganizing sections to better support analysis and reporting

When uploading new documents, select the master template as the basis for processing.

Using the master template ensures that all uploaded files follow the standardized structure, with the correct fields, formatting, and data interpretation rules. This approach allows the system to automatically map document content to the template, maintain consistency across files, and streamline review, analysis, and reporting.

Use the AI tool to instantly review and summarize your uploaded document. The AI analyzes the content based on the master template, highlights key information, and presents a clear overview.

Features:

• Sectioned Overview: Automatically divides content into sections based on the master template
• Extracts Data: Pulls key information from each section and maps it to template fields
• Highlights Missing Data: Flags incomplete or missing fields
• Fast Insights: Review and act on critical information efficiently

View your document data in a structured spreadsheet format, either in Excel or a sheet.

This view allows you to:

• See All Data at a Glance: Each row represents a record, each column corresponds to a field
• Sort and Filter: Quickly organize and analyze data based on any field or criteria
• Edit and Update: Make changes directly in the sheet, which sync back to the system
• Export or Share: Easily export data for reporting, collaboration, or further analysis

Easily upload documents that contain multiple pages while maintaining the structure defined by the master template.

This feature allows you to:

• Process Entire Documents: All pages are analyzed together, ensuring no data is missed
• Maintain Template Mapping: Content from each page is mapped to the correct fields
• Streamline Review: Quickly navigate through sections across pages without losing context
• Support Large Files: Efficiently handle long or complex documents in a single upload

Compare multiple data points across documents or records to identify trends, discrepancies, or patterns.

This feature allows you to:

• Side-by-Side Analysis: View multiple fields from different documents simultaneously
• Highlight Differences: Quickly spot variations, inconsistencies, or missing data
• Analyze Relationships: Examine how different variables interact or correlate
• Support Decision-Making: Make informed decisions based on comprehensive insights

For this demo, the page will be configured with specific requirements and rules that clearly define what the system should check.

This ensures that the AI or automated process evaluates documents consistently, identifies issues, and enforces the defined standards.

See how all steps work together in a complete document processing workflow from creation to analysis.