Guides

AI Document Approval

AI Document Approval is an advanced feature that streamlines document processing workflows by minimising human intervention. With AI Document Approval, the system automates the extraction and validation of document data, allowing for seamless data transmission to downstream software. This guide will help you understand the concept of AI Document Approval, its benefits and how to use it.

AI Document Approval eliminates the need for manual intervention in document processing workflows. When the system is confident in the accuracy of data extraction from various fields within a document, it automatically marks the document as AI Approved and forwards the extracted data to downstream software applications.

How AI Document Approval works:

  1. Confidence-based Extraction: AI Document Approval relies on advanced data extraction algorithms that determine the accuracy of extracted data. When the system is highly confident in the accuracy of the extracted data, it automatically moves forward with the processing.
  2. Automated Approval: Instead of waiting for manual validation, the system marks the extracted data as AI Approved based on predefined accuracy thresholds. This means that no human intervention is required for documents that meet these criteria.

Benefits of using AI Document Approval

  1. Accelerated Workflows: AI Document Approval accelerates document processing workflows, ensuring that accurate data is swiftly transmitted to downstream software applications. This is crucial for maintaining business agility and competitiveness.
  2. Scalability: As the volume of documents increases, AI Document Approval remains effective in maintaining accuracy and efficiency. This scalability is essential for businesses experiencing growth.
  3. Cost Savings: With reduced manual intervention, organisations can cut down on labor costs associated with data entry and validation tasks. Employees can focus on more value-added activities.

How to use AI Document Approval?

Below are the steps to use AI Document Approval at both the organisational and document type levels, providing you with flexibility in optimising your document processing efficiency.

Enabling AI Document Approval for all the Document Types in your Account

AI Document Approval can be enabled for all document types within your account, streamlining the processing of documents with confident data extraction.

Step 1: Go to Settings

  • Access the settings section within your account to configure AI Document Approval settings.

Step 2: Access Account Settings

  • Under Account settings, navigate to the bottom of the page where you'll find the AI Document Approval option.

Step 3: Enable or Disable AI Document Approval at the Account Level

  • Click the toggle switch to enable or disable AI Document Approval for the entire account. Enabling it here will activate it for all document types associated with your account.

Implementing AI Document Approval at Document Type Level

If you prefer to customise AI Document Approval settings for specific document types, follow these steps to enable it at the document type level.

Step 1: Disable AI Document Approval at the Account Level

  • If you want to use AI Document Approval for specific document types only and not for the entire account, ensure that it is disabled at the account level.

Step 2: Access Document Type Settings

  • Navigate to the document type settings for the specific document type you wish to enable AI Document Approval for.

Step 3: Enable AI Document Approval for the Document Type

  • Under the document type settings, find the AI Document Approval section.
  • Click on the dropdown menu and select "Enable" to activate AI Document Approval for this particular document type.

Voila! You are done with the setup.

AI Document Approval offers organisations the flexibility to automate document processing workflows based on their unique requirements. You can enable it either at the account level for the entire organisation or at the document type level for specific types of documents. This customisation empowers you to enhance efficiency and accuracy in your document processing tasks, saving time and minimizing manual intervention. By following the outlined steps, you can effectively implement AI Document Approval and optimize your document processing workflows according to your organisation's needs.