Setup

PreviousNext

Get started with %%APP_NAME%% by creating your account and setting up API access

Create Your Account

  1. Visit DocVision
  2. Sign up with your email or Google account
  3. Verify your email address
%%APP_NAME%% login screen
%%APP_NAME%% login screen

Create an Organization (Optional)

Data in DocVision is organized into organizations. A default organization is automatically created when you sign up, so you can start using the system immediately.

You can create additional organizations to better organize your data, team members, and billing:

  1. Click Create Organization in the dashboard
  2. Enter your organization name
  3. Choose your preferred settings
%%APP_NAME%% create organization screen
%%APP_NAME%% create organization screen

Create an Extraction Template

When you create a new Organization, you will be prompted to select Extractions Template.

Create extraction template screen
Create extraction template screen

You can create/remove/edit an extraction template at any time:

  1. Click Extraction Templates in the Home dashboard
  2. Click Create Template
  3. Select an existing template or create a new one

Create a new template by clicking Create New Type:

  1. Enter a Display Name
  2. Enter a prompt to guide the AI on how to create the template
  3. Upload sample documents to automatically generate the schema
  4. Click Create

Start Uploading Documents

You can quickly upload documents using the Browse/Upload Documents section:

  1. Click Files & Folders in the Home dashboard
  2. Drag and drop or select your document file
  3. A progress bar will appear as the system extracts data from the document
Upload document screen
Upload document screen

What's Next?