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
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Upload Documents

PreviousRunning the Extraction WorkFlowNextUploading documents from the Admin panel

Last updated 10 months ago

Uploading documents from the Admin App

  • Login to

  • Go to Operations > Documents

  • Click "Upload" and follow the instructions

Once uploaded, the system will process the documents to understand their structure. Post processing, it is then made available for extraction under "Assignment" on

https://app.sagexglobal.ai/
https://app.sagexglobal.ai/