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User Guide and Documentation

User Guide and Help Documentation or the SenseTask platform.

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

6

Workflow folder settings
Labels for data capturing
Default import template for a workflow folder
Pre-fill label values
Processing logic and workflow steps
Default export template for a workflow folder

Integrations with other Apps

6

Export integrations configuration
Synchronize external data in labels
Configure table / spreadsheet export
WinMentor Enterprise integration configuration
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

SenseTask API

1

SenseTask API

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SenseTask API
SenseTask API

SenseTask API

SenseTask can interact with other software solutions via its API.

For information on how to use SenseTask APIs, please refer to the Developer Documentation.

Updated on 19 Nov 2024

User Guide and Documentation

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