11. What to set up next

The first case is the slow one. Two pieces of setup make every case after it start much further along. Write them once and every case after this one starts from them.

A configuration per kind of review

Onboarding a supplier and reviewing a counterparty ask for different facts about the same company. A configuration is that list, stored: which figures from a filed account, which fields of your own, and which optional sections the report carries.

One row per configuration: what it is called, what it is for, and which one is the default.

Mark one as the default and it is pre-selected behind the collapsed Configuration control on every new search.

Go to: Configurations

An extraction schema per kind of document

A configuration declares a field; it does not extract it. Something has to pull a value out of a document under that name, and that something is a schema, one per kind of document.

Listed by document type, because the type is the key: a document is read with the schema its type points at.

Automatic document processing can create a type and schema when it meets a new kind of upload. Use the Extraction workspace section to review and refine those schemas, or define one in advance when the required fields and vocabulary are already known.

Go to: Extraction

Then the rest of the product

If you want to	Read
Change your password, or see where your work lives	Your account
Open a case on a company no register carries	Companies no register answers for
Let the ownership walk run without a browser open	Budget and threshold
Find out when a value changed, and what it was before	Activity and the audit trail