User Manual
  • Welcome
    • Getting Started
      • Introductory Note
      • Creating an Account
    • Setting up Workspaces
      • Buying a new Workspace
      • Single cluster and multiple cluster
        • Setting up a Single Data Cluster
        • Setting up Multiple Data Clusters
      • Setting up Fields to Extract
      • Setting up Export Templates
    • Assign Users
      • Create Users and add them to the Realm
      • Assign User To A Workspace
    • Running the Extraction WorkFlow
      • Upload Documents
        • Uploading documents from the Admin panel
        • Uploading documents from Web App
      • Extract Records
      • Verify Records
      • Export Data
    • Databridge
      • Inbox
      • Purchase Orders
      • Sales Order
      • Exception
      • General
      • Duplicates
      • Starred
      • Direct Entry
      • Audit Logs
Powered by GitBook
On this page
  1. Welcome

Getting Started

This section provides detailed guidance on getting you started with different stages of the product

PreviousWelcomeNextIntroductory Note

Last updated 9 months ago

SageX simplifies the process of data extraction from digital PDF documents by providing a comprehensive set of features that are easy to use. The first step is to register for an account, after which the user will receive an email with instructions on how to set up their password. Once logged in, you can set up their workspace by following the instructions in the section. Finally, you can complete their data extraction journey by following the steps outlined in the.

We recommend that you go through the before starting if you have specific pointed questions regarding the product.

Follow the detailed step-by-step guide below.

Setting Up Workspaces
Running The Extraction Workflow
Introductory Note
Creating an Account
FAQs section