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First Steps

Follow these steps to get started with our platform.

1. Create an Account​

If you haven't already, sign up for an account on our platform.

2. Set Up Your Organization​

After signing in:

  1. Create or join an organization
  2. Set up teams for your colleagues
  3. Configure user permissions

3. Create Your First Project​

  1. Navigate to the Projects section
  2. Click "Create New Project"
  3. Give your project a name and description

4. Configure Project Settings​

  1. Configure import settings to determine how documents enter your system
  2. Create labels for data annotation that match your extraction needs
  3. Configure data export to specify how processed data should be delivered

5. Upload Your First Document​

  1. Go to your project's inbox
  2. Click "Upload Document"
  3. Select a document from your computer
  4. Wait for the document to be processed

6. Train Model by Labeling Documents​

  1. Open the document in the review interface
  2. Apply labels by highlighting important text within the document
  3. Click "Approve" to help the system learn from your annotations
  4. Repeat this process with several documents to improve model accuracy

7. View Extracted Data​

  1. Navigate to the Validation tab to see the extracted data
  2. Review the extracted information for accuracy
  3. Make any necessary corrections to improve future extractions

8. Explore Integration Options​

If you're looking to integrate with our platform:

  1. Generate API keys in your account settings
  2. Review our API Documentation
  3. Configure Connectors for data integration

Next Steps​