SenseTask User Guide

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Create workflow folders and subfolders

Contents

SenseTask workflow folders include customizable settings tailored to specific document types. Each workflow folder features a unique icon to represent the type of document it processes.

Create workflow folders #

  1. In Files, select Add and then New workflow folder.
  2. Step 1: Choose either single type document folder (like invoices, purchase orders, waybills, contracts or lending applications) or multiple type document folder (classification or collections).
  3. Step 2: Choose the desired document type and click Next. For example, if you select “Invoice” as the document type, all files uploaded to this folder will be treated as invoices. If the document type you need is not listed, please contact us.
  4. Step 3 Specify the folder name and click Create.

Create subfolders #

Once a workflow folder is created, its document type cannot be changed. Step 1 of the workflow folder creation process will be disabled for existing folders. Any subfolders created within a workflow folder will automatically inherit the same settings (document type, labels for capture and workflow) as the parent workflow folder.

What are collections? In SenseTask, collections are logical groups of related documents processed together as one case or workflow. Instead of handling each document separately, collections allow extraction, validation, cross-checks, and task management to happen at case level. Examples:
– Transport document set: CMR, invoice, packing list, customs documents, and transport confirmations
– Mortgage application file: credit contract, mortgage contract, property insurance, and sales contract.
– Energy project file: permits, certificates, land records, contracts, construction documents, and technical studies

To create subfolders:

  1. To create a subfolder, go to Files, hover over the folder where you want to add the subfolder, click the three dots, and select Create Subfolder from the menu.
  2. Enter the subfolder name and click Create.

    To configure a workflow folder further, including setting up data extraction tags, refer to Workflow folder settings.