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Introduction
Welcome to Docsumo Knowledge Base!
GETTING STARTED
How to Use Docsumo: Explained in 2 Minutes
How to increase extraction accuracy to 95+ in Docsumo
Introduction to AI Models Hub
Document Ingestion in Docsumo
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
Case: API Integration & Workflow Guide
docsumo-mcp
What is Docsumo MCP
Setup guides
Claude Code
Claude Desktop & Web
Cursor
VS Code (GitHub Copilot)
Windsurf
ChatGPT & OpenAI API
Gemini CLI
Tools reference
FAQ & troubleshooting
Product Guides
Document Type Environment
Automatic Training
Manual Training
Training a manual model
Document Type Settings
API, Web and Email Upload Limits
Email Body Parsing
Assigned Team
Image Pre-Processing
AI Document Approval
Auto Split
AI Split in Docsumo
Extraction
Post Processing
Custom Code Version History
AI Extractor
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
Change and Retry Document Type
Field Setup
Add/Edit Fields
Extraction Block
Cleaning, Validation, calculation Blocks
Review/Edit Screen
Field Settings
Field-level Validation
Unique fields
Custom Field Processing
Table Extraction
Table Grid
Two-way mapping
Color Coding
Shareable Link
Export from Review Screen
COA Categorisation
Split & Classify: Manual
Sumo AI — Smarter Document Interaction
Continuous Learning – Reference Documents
Auto-Extracted Value Mapping
Update Date Format in Table Columns
Find and Replace within Tables
Bulk Year Update
Prompt-Based Table Extraction
LLM-Powered Auto-Extract Fields
Custom Table Column Extraction Using Prompts
Key-Value Field Extraction Using LLM Prompts
Auto extract table data with Docsumo's Table Suggestion
Spreadsheet-Style Interaction for Line Items
Connectivity Hub
Upload Document to Docsumo Using Zapier
Webhook
All Model Training
Types of Models
Training a Model
Additional Parameters
Transfer Learning
Test Mode
Using Test Mode
Activity Logs
Settings
User Management
Social Login
API Key
Webhook
MFA
Enforce MFA on Users
Single Sign-On
SSO using Okta
Temporary Token & Token Expiry
Database Tables
Integrations
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Dropbox
Box
Amazon S3
API Integration
Custom Code Integration
Google Sheets
Unable to complete authentication
Import failure
Export failure
Salesforce Integration
AI Auto Classifier
General Auto-Classifier
Custom Auto-Classifier
Download
Case Overview
Overview and Views
Sidebar - Copliot, Chat, Form Request and more
Skills
Form Request: Public Form
Data Table (Documents In, Table Out)
Review and Edit (Upcomimg)
Filter (Upcoming)
Sort (Upcoming)
Export
Billing
Subscribing to a Plan for the First Time
Downloading Invoices and Receipts
Viewing Your Current Plan and Features
Changing Your Plan
Updating Your Billing Information
Cancelling Your Account Subscription
Setting Overage Limit
Workflow
Workflow Builder
Block Types & Use Cases
Ingestion Blocks
Transform Blocks
Workflow templates
MCA Loan
SMB Cashflow Analysis
Workflow Agent
Case Type
Case Type View
Case Type Configure
AI Extraction Reasoning & Confidence Scores
Secret Management
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?
Can we identify duplicate files or data in Docsumo?
Can we rename the source file into Docsumo?
Do we use GenAI along with ML?
Advanced
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?
Where are the Docsumo server situated?
Can we fetch the files from Sharepoint using Zapier?
Do we connect with Azure Active Directory (Microsoft Entra ID) as a downstream platform?
Can we send the original file back into one drive or SharePoint from where it was uploaded?
What are the different compliance/policies that Docsumo adhere to currently?
How to upload each folder as cases?
How to fix vertical text filling in PDF?
Feature Requests
Frequently asked questions
Everything You Need to Know About Document AI
AI Model Hub
Document Ingestion
Review Screen
Document Lifecycle Stages
Improving Extraction Results
Downstream Flow of Data
Use Existing DocumentAI Model Hub Type
Train Your Document Type
Document Environment
Automatic Training
Manual Training
Training a Model in Document Type Environment
Document Type Settings
Document Type Web API and Email Limit
Assigned Team
Image Pre-Processing
STP (Straight through processing)
Auto-Split
Extraction
Post-Processing
Custom Code Version History
AI Table Assist
Enable/Disable
My Documents
Uploading Documents
Document Status
Search Filter
Bulk Download
How Do I Rename a File/Folder After It’s Been Uploaded?
Move Files
Review/Edit Screen
Add/Edit Fields
Field Settings
Field Level Validation
Custom Processing
How to Use the Table Grid
Table Grid
Two-Way Mapping
Integration
Upload a Document to Docsumo Using Zapier
Webhook
Using Docsumo API
AI Model training
Types of Models
Train a model
Train and Test mode
Using test mode
Activity Logs
User Management
Social login
API Keys
Webhook URL
MFA
Single Sign On (SSO)
Temporary token and token expiry
Two-Factor Authentication (2FA)
Additional Questions
US Bank Statements
Bank Statements' Additional Parameters
Bank Statement - World BS
Bank Statement Review Tips
Bank Statement Transaction Categorisation
Bank Statement Analytics
Bank Statement Fraud Detection
Cheques
USA Payslips
Brokerage Statement
Invoices
Bill of Lading
Utility Bill
Combined Utility Bills
World Passport
US Driving License
Accord forms
Tax Forms
Auto Classify
Debt Settlement Letters
Table Vision
Enterprise Features
AI-Models HUB
All Supported documents
Income
Bank Statements
Additional Parameters
World Bank Statement
Review Tips
Bank Statement Analytics
Fraud Detection
Business Cash Flow Analysis
Merchant Cash Advance Account Summaries
Custom Categories for Bank Statements
Transaction Categorization
Cheque
Payslip
Brokerage Statement
Procurement
Invoice
Bill of Lading
Energy
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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Some Advance FAQ questions from customers.
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