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Home Guides API Reference Discussions

Home Guides API Reference Discussions

General

How to use Docsumo: Explained in 2 Minutes
Supported Document Types and Limit
How many document do I need to start getting 99+ % accuracy ? (One shot Learning)
Document Settings
Shareable Link
Document Lifecycle Stages
How can I use the search option?
COA Categorisation
Webhook Notifications
AI Assist
AI Table Assist

How to

How to split documents?
How to auto-classify the documents?
How to use the Table Grid?
How to email your documents to Docsumo?
How to export data using Webhooks (Example Zapier)
How to download extracted data?
How to upload documents using Cam Scanner or app/device that support email.
How to send/upload documents to Docsumo?
How to get a temporary token on upload?
How do I rename a file/folder after it's been uploaded?
How to setup SSO
How to move files between folders?
How to chat with documents

User Management

How to add/delete users (member/Admin)?

Filter & Transformation

Audit Log
Database Table and Dropdown Mapped
How to make shareable link (review_token)?
Fields Definition on Analytics Screen
How to write Validation Rules?
How to write Custom Processing for each label?
Free tool & Client Review tool

Integration

Zapier Integration
Docsumo ⇔ Zapier ⇔ Appsheet
Jotforms ⬄ Docsumo , Data Inbound integration

Model and Training

Model and Training
Train Your Own Model

Test / Prod Mode

How to use test and prod mode

Financial Statements spreading

Auto Classify
Detail on Financial Statements spreading

CHANGE LOG

ChangeLog

Forms directory

US Driving License
World Passport
USA Check
Form 1040 Schedule A
Form 1040 Schedule B
Form 1040 Schedule C
Form 1040 Schedule D
Form 1040 Schedule E
Form 1040 Schedule 1
Form 1040 Schedule 2
Form 1040 Schedule 3
W9 Forms
Accord 101
USA PaySlips
Acord 24
Acord 25
Form 8995-A
USA Bank Statements
941 Form

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Audit Log

✔️
In our Audit Log, we record log for status changes and document assignments for each user.

Updated 3 months ago