Steps to Upload and Process Documents
Unzip the Folder:
Unzip the folder containing the case file you want to upload.
Add a Client:
Add a new client in the system and fill in the necessary details.
Create a Case:
Create a new case within the client’s account.
Upload Documents:
Upload the documents from the unzipped folder into the newly created case.
Start Processing:
Wait for the icon below each filename to turn blue, indicating successful upload.
Click "Start Processing" to begin.
Understanding the Processing
Classification and Extraction:
The system will classify each file and extract important data from some documents.
Facts and Summaries:
Our goal is to classify each document, but not all classifications will have extracted facts. Some document information may not need to be included in the facts summary area.
If you believe a certain document requires data extraction, you can manually add a fact.
Monitoring the Process
Check Status:
Click on the "Status" button to view the processing status of the files:
Processed: Files that have been successfully processed.
In Process: Files that are currently being processed.
Needs Review: Files that require your attention.
2. Review Documents
Click here to learn how to review uploaded documents.