First Steps - User Guide and Documentation

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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

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

Workflow Folders Configuration

8

Workflow folder settings
Labels for data capturing
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

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

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

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

Export of File Data

1

Export file data

Search of Data and Files

2

General search
Filter files by captured data

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

Developer Resources

1

SenseTask Developer Resources

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First Steps

First Steps

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

User Guide and Documentation

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