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A document in detail: cover sheet, data fields, audit, connections
A document with all its tabs: on the left the original, on the right everything PaperOffice AI has made of it. In the film: the credit note from Veldtmann for 950 euros.
What you will learn
- Read the cover sheet with title, summary and workspace
- Check the extracted data fields and copy them to Excel with one click
- Create notes and tasks under Activities
- Follow the security check, revisions and connections
Hide transcript Show transcript Transcript
Let’s open a document: the credit note from Veldtmann for nine hundred fifty euros. On the left, you see the original; on the right, everything PaperOffice AI has made of it. The Cover Sheet shows the title and summary, a note that you can make the document revision-secure, and the Workspace it is in. Under Properties you will find status, name, document type and keywords. The data fields contain everything the AI has extracted, here the line item with quantity and price. With one click, you copy it to Excel. Under Activities, you can create notes and tasks for the document. The audit displays the security check from Ultra, with twelve controls, including those on calculation values and taxes. Everything is in order here. Revisions logs every change as soon as you make the document revision-secure. And Connections shows what the document is linked to, for example the business partner Veldtmann.
