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.
Test with confidence: the dry-run
In a dry-run, the agent works on a real document but changes nothing. Only after a successful test can you switch on automation.
What you will learn
- Start a dry-run with a document's POFID and read every step
- Set automation and execution approval correctly
Hide transcript Show transcript Transcript
Test with confidence: the dry-run
We test with a dry run: the agent works on a real document, but changes nothing. We paste in the POFID of the small invoice and start. Dry run successful. The agent has found the amount, one thousand nine hundred and eighty euros, below the threshold, and would mark the invoice as reviewed. Below you can see each step: First, it read the document, then it prepared the change. It was not executed; that was just a simulation. Only after a successful test can you turn on the automation. This way, no agent runs on your documents that you haven’t tried out first.
Enable automation mode
So we switch on Automation mode. From now on, the agent reacts to the start event automatically. There is also the Execution approval setting. If it is turned on, the agent asks a person before every change, for each document. We only want to be asked for large invoices, so we have placed our approval in the description.
