Document Setup


To define and manage the types of documents the system will recognize and classify.

❖ Functionality:

  • Create document types like "Invoice," "Purchase Order," "Resume," and "Contract."
  • Link document types to classification logic.
  • Configure default form types and indexing fields per document type.
Input Config

❖ Example:

  • Define the "Invoice" document with fields like Invoice No., Date, Amount, and Vendor Name.

❖ Benefit:

  • Provides the foundation for classification, validation, and indexing, essential for document organization and retrieval.