Trading-party specific instruction builds allow you to define extraction and processing instructions scoped to a specific trading party / pair of trading parties. These instructions have the highest precedence in Docupath's scope hierarchy, overriding organization, country, and global instructions. Use trading-party specific instruction builds when document processing logic depends on the specific business relationship between two parties.
A trading-party specific instruction build is a group that can hold several individual instructions, each with its own enable switch.
Prerequisites
The Instruction Builds feature must be enabled for your tenant
You must have the Admin role, as only Admins can create or edit Instruction Builds
The trading parties you want to scope to must already exist under the relevant sub-organization
How to Create a Trading Party Specific Instruction Build
Step 1 - Open the Main Menu
Click the dropdown arrow (▾) next to your user avatar in the top-right corner of the screen. This opens the main navigation menu, which lists all settings and features.
Step 2 - Go to "Instruction Builds"
In the main menu, click "Instruction Builds". This navigates you to the Instruction Builds management page.
Step 3 - Confirm "Trading Party Specific" Tab
You will land on the Instruction Builds page with the "Trading Party Specific" tab already selected by default. This is where instructions scoped to a specific pair of trading parties are managed.
Step 4 - Click "Add New"
Click the "+ Add New" button in the top-right of the Instruction Builds page. A form for creating a new trading party specific instruction build will open.
Step 5 - Select a Sub-Organization
Click the Organization dropdown. Click on your organization to expand it and reveal its sub-organizations. Select the relevant sub-organization. The Party A and Party B dropdowns will appear.
Step 6 - Select Trading Parties
Click the Party A dropdown and select the first trading party.
Optionally, click the Party B dropdown to select a second trading party. You can select both parties to scope the instruction to a specific bilateral relationship, or select only Party A to apply the instruction whenever that single trading party is involved.
Step 7 - Write the First Instruction
Click inside the first instruction card's text box and type your instruction. For example:
Translate all extracted Arabic text fields, header items and line items into English
Step 8 - Refine the Instruction (Optional)
Click the Refine with AI (magic wand) icon on that card. Docupath's AI rewrites and sharpens that one instruction and may surface feedback, errors, or suggestions. Other instructions in the group are left untouched. Wait for the response before proceeding.
If the card is still empty when you click the icon, a warning appears asking you to enter an instruction first.
Step 9 - Add Any Further Instructions
Click Add New Instruction to add another instruction card, and write the next instruction in it. Repeat for as many instructions as the group needs, and use each card's switch to control whether that instruction starts out enabled.
Keep each instruction to a single requirement rather than combining several into one card. The heading above the cards shows how many are currently enabled.
Step 10 - Click "Add" to Save
Click the green "Add" button to save the instruction build. Docupath refines every instruction in the group first, then saves them.
If the AI flags any instruction as an exception, the save is blocked and a warning asks you to resolve the flagged instructions before saving. Reword the flagged instruction and save again.