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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
    • API, Web and Email Upload Limits
      • Email Body Parsing
    • Assigned Team
    • Image Pre-Processing
    • Straight Through Processing
    • Auto Split
      • AI Split in Docsumo
    • Extraction
    • Post Processing
      • Custom Code Version History
    • 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
    • Change and Retry Document Type
  • Review/Edit Screen
    • Add/Edit Fields
    • 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
    • ChatAI
    • 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
  • 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
  • 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

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?
  • 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

  • Income
    • Bank Statements
      • Additional Parameters
      • World Bank Statement
      • Review Tips
      • Transaction Categorization
      • Bank Statement Analytics
      • Fraud Detection
      • Business Cash Flow Analysis
    • Cheque
    • Payslip
    • Brokerage Statement
  • Procurement
    • Invoice
    • Bill of Lading
  • Energy
    • Single 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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Enterprise Features

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Enterprise Features FAQs

1. Do you have SLA(Service Level Agreement)?

Yes, here is the link to the default SLA. This only applies to the enterprise plan and can be customized based on need. Please talk to your Customer Success Manager or Sales Manager. You can email us at [email protected].

Updated 8 months ago


  • Table of Contents
    • Enterprise Features FAQs
    • 1. Do you have SLA(Service Level Agreement)?