Document Configuration

This configuration determines what information our AI will search for in your documents and how it will be formatted. Follow these steps, and you’ll be ready to start!

To access, click on Configuration > Document

You'll find three tabs: "Fields", "Format Settings", "Discrepancy" (if required by your company) and "Other"

1. “Fields” Tab

Here, you can:

• Select fields for Dost to read in your documents, marking them as mandatory or optional.
• Add custom fields if you don’t find all the ones you need.

Practical Example:

If you’re a construction company and your invoices include project numbers:

1. Click on “Add Field”.
2. Name the field “Project Number”.
3. Select the field type: “Header”.
4. Choose the data type: “Text” (a mix of letters and numbers).
5. Mark the field as mandatory.

What does mandatory mean?

• If the AI can’t find the data, it will generate an alert to notify you.
• If it’s optional, the AI will still try to read it, but no alert will be triggered if it’s missing.

Remember: You’ll need to configure this for each document area (header, items, taxes) and each document type (invoice, purchase order, delivery note).

2. “Format Setting” Tab

• Customize how the data is displayed:
  • Date format.
  • Currency format.
• Create specific configurations for a supplier or client if needed.

3. “Discrepancy” Tab

Select the types of discrepancies you want Dost to detect and alert you about.

• This tab will only appear if your company requires it. 

Before You Start

Make sure to configure all the necessary fields before uploading documents. These configurations will only apply to documents uploaded after the adjustment.

You’re all set to start uploading your documents!

If you’d like to learn how, watch the next video.