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User Guide and Documentation

Step-by-step guides and support for automating document workflows.

SenseTask User Guide

General Presentation

2
  • A brief intro to SenseTask
  • Choosing a subscription plan
Details

First Steps

5
  • How files are organized in SenseTask
  • Create a workspace
  • Create workflow folders and subfolders
  • Invite other users
  • User roles and workspace access
Details

Workflow Folders Configuration

9
  • Workflow folder settings
  • Labels for data capturing
  • AI Copilot for data extraction
  • Default import template for a workflow folder
  • Pre-fill label values
  • Folder custom fields
  • Processing logic and workflow steps
  • Default export template for a workflow folder
  • Add data to PDF files
Details

Integrations with other Apps

7
  • Export integrations configuration
  • Synchronize external data in labels
  • Configure table / spreadsheet export
  • Sharepoint export configuration
  • WinMentor Enterprise integration
  • Nexus ERP integration configuration
  • Configure RO e-Factura integration
Details

Upload of Files

4
  • Upload files from your PC
  • Splitting a file with multiple documents
  • Uploading files via email
  • Import RO e-invoices from ANAF SPV
Details

Review of Files

10
  • Reviewing a document
  • Duplicate document detection
  • Successive review of documents
  • Step 1: Verifying an active integration
  • Step 2: Validating non-tabular Labels
  • Step 3: Validate and extract tables
  • Step 4: Associate labels with external data
  • Step 5: Approve a file
  • Cancel changes
  • Delete or move file, download the original
Details

Export of File Data

1
  • Export file data
Details

Search of Data and Files

2
  • General search
  • Filter files by captured data
Details

Activity, Statistics and Support

5
  • Tasks – user activity
  • File information and audit
  • History of changes for a file
  • Processing and review statistics
  • Contact Support, report an issue
Details

Developer Resources

1
  • SenseTask Developer Resources
Details
User Guide and Documentation
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