Configuration

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!

How to enter the Configuration view?

Starting from the basics - 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 click the Configuration button.

Basic configuration

Here, you can set up some basic information about the selected process (e.g. change its name). Here you can also see the process ID:

Basic configuration

User access (multi-user organizations only)

The User access tab enables you to add new users, manage already existing ones as well as their roles in the selected process.

Add a new user to the 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.

Process roles

Go here if you want to learn more about users' roles in the processes.

Manage user

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.

Continuous Learning (Beta)

Continuous learning (CL) is a feature that enhances AI models through user feedback. Following a sufficient number of corrections to the extracted data in the Supervision view, the model undergoes automatic retraining.

Continuous Learning

Go to Continuous Learning (Beta) to learn more.

Workflow

Integrations: Import

In this tab, you can integrate Alphamoon with external apps through Zapier to automatically import your documents to our IDP platform.

Learn more about the Zapier integration.

Document Splitting (Beta)

With the Document Splitting feature turned on, Alphamoon automatically separates documents within your large PDF files and organizes them in the UI.

Go to Document Splitting to learn more.

Data points definition

Here, you can set up extraction rules for the process. 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 Data points definition tab enables you to:

• Edit existing extraction data points

• Delete data points

• Add new data points to capture from your documents

Go to the Data points definition tab to read the full guide.

Integrations: Export

Integrate our platform with external apps through Zapier to automatically export extracted data from Alphamoon to your favorite tools. Here, you can also set up a native integration with Google Sheets.

Congrats!

Now you know all about Configuration. Next up - Supervision.

See next: