Quickstart 101

Account creation and login

The first thing to do is go to the SmartDocumentor platform page. After entering, a login/registration screen will be displayed.

On this screen, the user can:

• Log in to the platform if they have already created an account.

• Create a new account by clicking on ‘Create an account’ or sign in directly to the platform with the ‘Sign in with Microsoft’ option.

After creating a new SmartDocumentor account, the user receives a registration verification message. The user should therefore check the e-mail address associated with the account they have just created on SmartDocumentor.

First login and workspace creation

On first entering SmartDocumentor, the user will see a screen similar to the one below:

The most straightforward way to start using SmartDocumentor is to follow the on-screen message ‘Click here to create a workspace’.

At this point, the workspace must be given a name and the associated recognition template must be defined. In the ‘Configuration’ area, choose the template that best suits your needs. You can explore this section in more detail on our Creating and using a workspace section.

Import documents, recognize, review and export information

Once the workspace has been created, SmartDocumentor will redirect you to the ‘Inbox’ page of the workspace you created. This page will display all the documents for processing and review. First, you need to upload the documents you want to process. In this example, a workspace has been created for detecting invoice fields.

Please follow the next steps to achieve a smooth upload:

1. On the ‘Inbox’ page, click on the button labelled ‘Import’.

   
2. After clicking, a screen will appear where you can directly upload a file from your machine.

   
3. Here you can drag the files directly from your computer or browse for them.

4. You can also assign the document to a specific set of users using the ‘Assignment’ option. These assignments can be made at the time of import, or they can be configured in the workspace and applied to all imports. For more details on this configuration, visit our ‘Default Assignments’ section.

   
5. Once the upload is complete, you can save the information, which will prompt SmartDocumentor to start processing the document in question.

   
6. When the processing is complete, you will see your document record with the status ‘To Review’ assigned in the list on the ‘Inbox’ page.

   

   
7. Clicking on the record will open the review screen, where you can see all the information on the document as well as the detected fields.

   

The revision step is for the user to be able to validate the information that has been captured by the detection mechanisms and allows the user to correct, add or edit information in the document.

Once revised, the user can directly export the information in the document to some type of structured data. This data can then be manipulated by the user in any way they wish. Export to JSON, XML, XLSX and CSV is currently permitted.

If you have succeeded in this first interaction, we recommend that you read our ‘Main concepts’ page to try to understand a little more about some of the platform's concepts.