Using test mode

1. What is the process for adding a new document type?

To add a new document type, go to the Docsumo platform and follow the steps to define the document type, upload sample documents, and configure the necessary settings. Detailed instructions are available at: Adding a Document Type.

2. What information is required to define a new document type?

When defining a new document type, you need to provide information such as document name, categories, sample documents, and specific fields to be extracted. This ensures that the document type is set up correctly.

3. Can I add multiple document types at once?

Adding multiple document types at once is generally done through batch processes or by using predefined templates. Consult the documentation for specific methods and tools available for batch additions.

4. How do I upload sample documents for a new document type?

Upload sample documents by navigating to the document type configuration section and selecting the upload option. Ensure that the samples are representative of the document type and properly labeled.

5. What are the common issues when adding a new document type?

Common issues include incorrect data format, missing information, and misconfigured settings. Address these by reviewing the setup instructions and ensuring that all required details are provided.

6. How do I configure extraction fields for a new document type?

Configure extraction fields by defining the specific fields you want to extract from the document type. Use the platform’s tools to set up field mappings and extraction rules.

7. Can I edit an existing document type?

Yes, you can edit an existing document type by accessing the document type configuration settings and making necessary changes to fields, categories, or other settings.

8. What are the best practices for defining a document type?

Best practices include providing clear definitions, using representative sample documents, and configuring fields accurately to ensure effective extraction and processing.

9. How do I test the document type after adding it?

Test the document type by uploading sample documents and verifying that the extraction and processing work as expected. Review the results to ensure accuracy and make adjustments if needed.

10. How can I get support if I encounter issues while adding a document type?

Contact Docsumo’s support team through the platform’s support options or refer to the documentation for troubleshooting guidance and assistance with adding document types.