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See our quick Configuration walktrough
If you want to set up changes to the chosen process, Configuration is the place to go. In this guide, you will learn all about its awesome features.
Let's get started!
Starting from the basics - in order to enter the Configuration first you have to select the process from your Dashboard. You will automatically be in the Queue view. All you need to do is to select the tab next to it and voila - now you can navigate through the Configuration.
The User access tab enables you to add new users, manage already existing ones as well as their roles in the selected process.
Want to expand your process team? Click the +Add new user button, search for the user, and choose one of the process roles - Process Owner, Viewer, or Editor. Then click the Confirm button.
You can also manage users assigned to the process by clicking on the three dots next to each user and choosing either the Edit access or Remove access option.
Editing access also allows you to change the user's role in the given process.
Last but not least - the Extraction tab. This is where you can set up extraction rules for the selected process. But let's start from the basics.
Data extraction is the process of retrieving or extracting specific information or data from various sources such as PDFs, emails, images, notarial deeds, IDs, tickets, or any other structured or unstructured data repositories. This involves identifying and gathering relevant data based on specific criteria or requirements.
The extracted data can be used for various purposes, including data analysis, data integration, data migration, or research.
The Extraction tab enables you to:
- Edit extraction fields
- Delete extraction fields
- Add new elements
In order to do that, click on the Edit icon - you will find it on the right side of the page, next to each field. Set the occurrence, choose whether the field is mandatory, and the confidence threshold.
And don't forget to Save changes by clicking the button at the bottom of the window.
Edit extraction field
Want to delete extraction fields? Just click on the Cross icon (next to the Edit one).
If you want to you can also add default extraction fields, or create custom ones by clicking the +Add new element button at the bottom of the list of fields.