Document type

Explanation of Typless platform UI

Typless hub is made for managing your document types, models, getting your invoices, manually training the models, and much more. Here we will take a look at how you can manage your document types.

New document type

You can create a new document type by clicking on the New document type button under number 7.

General view

Presets

After clicking on the New document type button, you will be greeted by the most common use case preset options. After choosing one, you will be able to edit it and make changes based on your more detailed needs.

Preset view

Creation

After choosing your preset, the wizard will generate all the fields for you. You will also have additional options to configure it in more detail, e.g., selecting the OCR engine, adding new or changing existing fields, and adding line item extraction.

Document type creation view

1. Selected preset

2. Name of your document type → It should be unique and cannot be changed after creation

3. Select OCR engine → Cannot be changed after creation

4. Add a new metadata field

5. Add a new line items field

6. Create a document type

Management

The Document type view gives you options to interact with existing document types. You can check the document type name and training status. You can train the document type in the training room or use one of the defined actions to change the properties of the document type.

Document type view

1. Name of your document type

2. Status of your document type

3. Training room for this document type

4. Actions you can perform on your document type → Train, List, Edit, Delete

Training room

In the Training room, you can train documents for your document type and perform test extractions to quickly see results. Each document type has its own training room. Data you confirm here as the correct solution will be used to train your document type.

Training room

1. Metadata fields form for training

2. Line items form for training

3. Confirm data for training

Actions

Train

You can trigger the training process on the Dashboard page. Look for the metadata-invoice document type in the list, and click on the ⚙️ icon. This will change the model status to "in training" if there are any new documents to train from.

List

You can list all your supplier models in the document type and check their confidence score. You can manually trigger the training for a specific supplier or delete the specific supplier model.

List models view

Edit

If you want to extract additional data from your documents, you can add your fields here. You can add metadata and line item fields, but you cannot delete or edit the old ones.

Edit document type view

1. Finish editing and save changes

2. Add a metadata field

3. Add the line items field

Delete

You can always delete your document type.