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Platform
Learn how to use the features of the platform.
Snipping
- Getting started with Snipping 📹
- How to use Text Recognition (OCR) to enhance the text quality
- How to add a Text Snip to a document
- How to add a Sum Snip to a document
- How to add an Exception Snip to a document
- How to add a Validation Snip to a document
- How to extract tabular data from a document with the Table Snip
- How to extract tables from multiple pages
- How to overview all Snips in a document
- How to delete Snips
- FAQs for Snipping
Document Matching
Document Extraction
- How to use Form Extraction
- How to edit keys when using Form Extraction
- How to extract data per page or line using Form Extraction
- How to add table extractions in Form Extraction
- How to create company templates in Form Extraction
- FAQs for Form Extraction
- How to use Invoice Extraction
- How to use Receipt Extraction
- How to use Contract Extraction
- How to extract data using AI Suggestions
- How to extract data using AI Extractions
Find all sums
DocuMine
- Getting started with DocuMine
- Guide to writing questions for DocuMine
- How to efficiently review Answers using Focus Mode
- How to use Command Bar to efficiently ask a single question in DocuMine
- How to efficiently review Loan Agreements with DocuMine
- How to efficiently review Lease Agreements with DocuMine
- How to efficiently review Purchase Agreements with DocuMine
- How to efficiently review Board Minutes with DocuMine
- How to efficiently review IT Policies using DocuMine
- How to efficiently review Supply Agreements using DocuMine
- How to efficiently review Valuation Reports with DocuMine
- How to efficiently review Insurance Policies with DocuMine
- How to efficiently review Merger and Acquisition Agreements with DocuMine
- How to edit AI-generated Answers using Answer Refiner in DocuMine
- How to create new use cases for your team using Question Bank in DocuMine
- How to leverage Question Bank use cases in DocuMine
- Customize how you view DocuMine Results with Transposed Answers
Version Comparison
Document Management
- How to use Document Organizer
- How to view documents on a second screen
- How to search through your documents in DataSnipper
- What file types are supported by DataSnipper?
- How to include or exclude PDFs in Excel
- How to remove documents from DataSnipper
- How to hide sensitive information
- How to compress the file size of workbooks
- What do the different colors of snip mean
- How to document your audit procedures with DataSnipper
- How to place Comments and Markups on documents
- How to use Advanced Document Management
- How to set Document Retention policies in Excel workbooks
- How to manage retention policies at scale with Workbook Scanner
- FAQs for Document Management
- How to transfer work between versions of source documents within DataSnipper