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.
Define the fields
Each field shows the value found and where it comes from in the document. You adjust prompts, choose the model, add new fields such as IBAN and due date, and use the multiple test to check that the agent delivers reliably.
What you will learn
- Add fields with prompt, field type, required flag and validation rule
- Run the multiple test until it shows Production: safe and save the agent
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Define the fields
With Continue and review detected fields, we move on to the fields. PaperOffice immediately starts a first test run using the sample document. Each field displays the found value and next to it a small snippet from the document so that you can immediately see where it comes from. Expand a field to see its prompt, which is a short instruction for the AI on where to find what. You can edit this text directly here. At the top of the editor, you see the model. The template recommends Basic Pro Max, text recognition without image analysis. Since we also receive mobile phone photos and scans with spots, we choose Premium Pro Max: it additionally examines the image of the page and thus reads difficult scans as well. For the payment, we still need fields. New field: Label IBAN, plus a technical Key, and for Field type there is a dedicated IBAN field type. In the Prompt, it says where to find the IBAN. In the same dialog, you specify which pages to search and how the value is validated, using a pattern or a list of allowed values. The IBAN is a mandatory field. If it is missing from a document, PaperOffice marks the field as missing, and you can find the document using the filter Manual review required. A review task for your team is created when you set up a HITL agent for this purpose. Next comes the due date, of type Date. Here, Soft HITL review is enough if it is ever missing. After each change, test the agent again; only then can you save it. And now the new fields are also displayed.
Test reliability and save
Does the agent also reliably produce the same result? For this, there is the multiple test. We let it run five times. A run is considered successful only if every field has a value. After five successful runs, it will say: Production safe. Under Output and review you can set how the values are written and when a person needs to check them. In the Extracted data tab, you can view the test run results as a tree, JSON, or table and download them. And with Export as shareable template, you pass the agent on as a file. Another team then imports it in the template catalog. Now save. The agent is named “Supplier invoices” and is immediately active.
