# Configuration

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.

<figure><img src="https://1037371503-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa3NQDmelveCcQtL0yaFs%2Fuploads%2FbKwKyHRrl2HnM5xR4hBO%2Fimage.png?alt=media&#x26;token=2ac25b1f-3a84-49ff-a39d-4639e068c967" alt=""><figcaption></figcaption></figure>

### 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](https://alphamoon.gitbook.io/documentation/~/changes/E5WHATIwrsF0u91xTwvD/api/get-processes):

<figure><img src="https://1037371503-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa3NQDmelveCcQtL0yaFs%2Fuploads%2F2goRsFTnW8XP9NmCzrTK%2FZrzut%20ekranu%202024-01-16%20o%2011.41.33.png?alt=media&#x26;token=3512f62f-bb44-44aa-ad98-0e43cffcf99d" alt=""><figcaption><p>Basic configuration</p></figcaption></figure>

### **User access (**[**multi-user organizations**](https://alphamoon.gitbook.io/documentation/~/changes/E5WHATIwrsF0u91xTwvD/general/getting-set-up/multi-user-organization) **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.

{% hint style="info" %}
**Process roles**

Go [here ](https://alphamoon.gitbook.io/documentation/~/changes/E5WHATIwrsF0u91xTwvD/glossary#roles-and-permissions)if you want to learn more about users' roles in the processes.
{% endhint %}

**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.

<figure><img src="https://1037371503-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa3NQDmelveCcQtL0yaFs%2Fuploads%2Fff3PXf5kR8678BgHm9XX%2FZrzut%20ekranu%202024-01-16%20o%2014.42.01.png?alt=media&#x26;token=0c168950-55b1-42e3-b3a3-140671e581ec" alt=""><figcaption><p>Continuous Learning</p></figcaption></figure>

{% hint style="info" %}
Go to [Continuous Learning (Beta)](https://alphamoon.gitbook.io/documentation/~/changes/E5WHATIwrsF0u91xTwvD/features/continuous-learning-beta) to learn more.
{% endhint %}

### **Workflow**

#### **Integrations: Import**

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

<figure><img src="https://1037371503-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa3NQDmelveCcQtL0yaFs%2Fuploads%2FprxVqpTbMWLdxFJjaGBK%2FZrzut%20ekranu%202024-03-7%20o%2015.46.26.png?alt=media&#x26;token=6433c92c-7dd7-4756-aba6-332dda8e2b59" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Learn more about the [Zapier integration](https://alphamoon.gitbook.io/documentation/~/changes/E5WHATIwrsF0u91xTwvD/integrations/zapier-integration).
{% endhint %}

#### **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.&#x20;

{% hint style="info" %}
Go to [Document Splitting](https://alphamoon.gitbook.io/documentation/~/changes/E5WHATIwrsF0u91xTwvD/features/document-splitting) to learn more.
{% endhint %}

#### **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.&#x20;

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

{% hint style="info" %}
Go to the [Data points definition](https://alphamoon.gitbook.io/documentation/~/changes/E5WHATIwrsF0u91xTwvD/user-guide-how-tos/data-points-definition) tab to read the full guide.
{% endhint %}

#### **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.

<figure><img src="https://1037371503-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fa3NQDmelveCcQtL0yaFs%2Fuploads%2FN87lJa07zcUHJH4FcJeg%2FZrzut%20ekranu%202024-03-7%20o%2015.49.42.png?alt=media&#x26;token=f724cd5b-6f61-4e24-a2b4-7e96ccc3a5ce" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Congrats!**

Now you know all about **Configuration**. Next up - [Supervision](https://alphamoon.gitbook.io/documentation/~/changes/E5WHATIwrsF0u91xTwvD/platform-walkthrough/supervision).
{% endhint %}

#### See next: