Scan, Sign & AI Chat
Mobile App
The mobile app pairs with your account via QR code and brings scanner, signature, chat and documents to your phone.
Assign the agent to a document type
As the default IDP agent of a document type, the agent runs automatically: when AI-DMS processing recognizes a new document as an invoice, PaperOffice reads it with your fields, even if the invoice is in Spanish.
What you will learn
- Set the agent on the Default IDP Agent tab of a document type
- See how a new invoice gets the same fields without another click
Hide transcript Show transcript Transcript
Assign the agent to a document type
To ensure the agent runs automatically in the future, we connect it to a document type. Under Document Types, we open the Invoice type. On the Default IDP Agent tab, we choose Supplier invoices and save. From now on, the following applies: if the AI-DMS processing recognizes a new document as an invoice, PaperOffice automatically queues the agent, in every workspace with AI-DMS.
A new invoice is read automatically
Let’s give it a try. A new invoice arrives, this time from Iberica in Bilbao, in Spanish. By the way: in the upload dialog, you can also directly select an agent for exactly these documents. Here we let PaperOffice decide for itself. First, the AI-DMS processing recognizes the invoice type, and then our agent runs. I am fast-forwarding. Here is the result: the same ten fields as for Veldtmann, even though the invoice is in Spanish. Pedido cliente becomes the purchase order number, Vencimiento becomes the due date, and the Spanish IBAN is in the IBAN field.
