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Introduction
Welcome to Docsumo Knowledge Base!
GETTING STARTED
How to Use Docsumo: Explained in 2 Minutes
Introduction to AI Models Hub
Document Ingestion
Document Processing
Review Screen Overview
Document Lifecycle Stages
Improving Extraction Results
Downstream Flow of Data
End to END GUIDES
Using AI Model Hub (Pre-Trained Document Types)
Train Your Own or Fine-Tune Document Type
Product Guides
Document Type Environment
Automatic Training
Manual Training
Training a manual model
Document Type Settings
Assigned Team
Image Pre-Processing
Straight Through Processing
Auto Split
Extraction
Post Processing
AI Assist
AI Table Assist
Disable/Enable
All Documents
Uploading Documents
Document Status
Search & Filters
Bulk Download the Output/Extracted Data
Rename a File/Folder
Move Files
Review/Edit Screen
Add/Edit Fields
Field Settings
Field-level Validation
Custom Field Processing
Table Extraction
Table Grid
Two-way mapping
Color Coding
Shareable Link
Export from Review Screen
COA Categorisation
Split & Classify: Manual
ChatAI
Integration
Upload Document to Docsumo Using Zapier
Webhook
All Model Training
Types of Models
Training a Model
Test Mode
Using Test Mode
Activity Logs
Settings
User Management
Social Login
API Key
Webhook
MFA
Enforce MFA on Users
Single Sign-On
Temporary Token & Token Expiry
Database Tables
FAQ's
Basic
How to create folders and move files inside it?
How to chat with documents?
How to upload documents using Cam Scanner or app/device that support email?
How to upload documents by sending an email?
What is the meaning of different metrics on the analytics screen?
How to process the documents again?
How to hide and unhide fields?
How to change the order of fields.
What are the keyboard shortcuts that I can use on the edit and review screen?
How to delete a document from the review screen?
How to switch to the new UI?
What is the difference between Free Tool Review Screen & Client Review Tool?
Advance
What languages does Docsumo support?
How to access review screen in iframe?
How to setup auto classification?
How to download the output in Excel or CSV?
What is confidence score?
How to Setup SSO?
AI-Models HUB
Income
Bank Statements
Additional Parameters
World Bank Statement
Review Tips
Transaction Categorization
Bank Statement Analytics
Fraud Detection
Cheque
Profit and Loss
Balance Sheet
Rent Roll Multifamily
Payslip
Brokerage Statement
Procurement
Invoice
Bill of Lading
Energy
Utility Bill
Combined Utility Bills
Identification
World Passport
US Driving License
Insurance
Acord 24
Acord 25
Acord 27
Acord 28
Acord 101
Acord 125
Flood Certification
Tax Forms
Form W2
Form W9
Form 1040
Form 1040 Schedule C
Other
Auto Classify
Debt Settlement Letters
Table Vision
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Advance
Suggest Edits
Some Advance FAQ questions from customers.
Updated 8 months ago
