Overview of Document Pipeline

Our platform includes a Document editor that allows you to handle your documents efficiently. With the Document editor, you can upload PDF documents and choose from three processing options: Extraction, Generation, and Digitization. 

To initiate the document processing workflow, you can use the Document Processing node in the Process editor.

Extraction:

This feature allows you to extract data from a PDF document automatically.

E.g.

If you upload a PDF invoice, the Document editor can recognize and extract information such as the date, customer name, billing address, and item details.

Generation:

You can write data directly into a PDF document, using this feature.

E.g.

A bank can input loan application details captured on the digital portal and generate a filled up PDF document which can be sent for e-signature.

Digitization:

This feature enables you to create custom forms using the uploaded PDF document.

E.g.

If you have a paper-based survey form, you can upload it to the Doc editor and create an interactive digital survey form by adding text fields, checkboxes, and other data entry options.

Document Editor Dashboard

To access the Document Editor dashboard, click on the global toolbar  icon located at the top corner of the screen.
Once you're on the dashboard, you can conveniently upload files into the appropriate folders based on your requirements.

• To extract data, simply drag and drop the documents into the Extract folder.
• For creating custom forms, utilize the Digitize folder.
• If you want to write data into uploaded PDFs, use the Generate folder.