Integration, Implementation and Output
The organizational data model, configuring how validated data is delivered to downstream systems, controlling field-level outputs, and monitoring platform performance
23 articles
- Integration, Implementation and OutputThe organizational data model, configuring how validated data is delivered to downstream systems, controlling field-level outputs, and monitoring platform performance
- IP WhitelistingRestrict access to the platform by allowing only specified IP addresses for enhanced security
- Usage InsightsTracks document throughput, accuracy, reviewer productivity, and rejection patterns across your tenant. Includes metric views, filters, and how to use it for audit reporting and performance reviews.
Customize Captured Fields
Controlling which fields and sections appear in Docupath's outputs
- Customize Captured FieldsControlling which fields and sections appear in Docupath's outputs
- Levels of Customization in Customize Captured FieldsA detailed reference for the two levels of field suppression (section-level and field-level), the four scope levels at which customisation can be applied, and the relevant precedence rules
Data Export Templates
Templates mapping extracted fields to downstream schemas
Destination Formats and APIs
Outbound format and API credential setup
- Destination Formats and APIsConfiguring the outbound data format and API credentials that allow external systems to authenticate with Docupath and receive validated document data
- Setting up API CredentialsHow to generate, name, securely store, and rotate the Client ID and Secret key pairs used to authenticate external systems connecting to Docupath
Document Flags
Custom flags for your business documents
- Document FlagsTag documents automatically with custom labels based on your business rules
- Creating and Managing FlagsSetting up the flags your rules and instructions can use
- Filtering Documents by FlagsFiltering by flag to surface exactly the documents you want
- Applying Flags with CSV Keyword MatchingUsing a CSV supporting file with value-to-flag mappings in transformation or rejection rules to automatically flag documents based on matched conditions
Mobile App
High-level overview of the PathFinder mobile app
- Mobile AppA high-level overview of the PathFinder mobile app
- Managing Mobile App UsersHow administrators manage mobile app devices and users, including device provisioning, monitoring, and deprovisioning
- Setting up the Pathfinder Mobile AppHow to install, configure, and use the Pathfinder by Docupath mobile app for document capture and upload from Android and iOS devices
Organizations
How Docupath structures tenants into parent organizations and sub-organizations
- OrganizationsHow Docupath structures tenants into parent organizations and sub-organizations
- Configuring Self-Service Organization AccessRole-based document visibility control
- Creating and Managing OrganizationsStep-by-step guide for creating, configuring and managing organizations in your Docupath tenant
- Creating and Managing Sub-OrganizationsStep-by-step guide for creating, configuring and managing sub-organizations in your Docupath tenant
Trading Parties
The master records representing suppliers, buyers, and counterparties that appear on documents
- Trading PartiesThe master records representing suppliers, buyers, and counterparties that appear on documents
- Overriding Trading Parties with OrganizationsHow to assign an override trading party to a sub-organisation so that all documents routed to it automatically inherit the correct Primary Party, regardless of what the document itself states