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.

Creating new document type

Model type

After clicking on the New document type button, you will be prompted to select the model type. You can read more about the model types in Model type.

Selecting model type

Method

After you select the model type, you will be greeted by the method for creating the new document type. You can either use a predefined template, build custom document type from scratch or copy existing document type. In case you select to create a document type from template, you are prompted to select the template:

Selecting the predefined template

In case you select to create a document type from existing document type, you are prompted to select the document type:

Creating a new document type from existing

Creation

After choosing your settings, the wizard will either generate all the fields for you or leave everything empty in case you are creating a new document type. You will also have additional options to configure it in more detail, e.g., adding new or changing existing fields, adding line item extraction, configuring retention period for the document type and adding optional VAT rate plugin.

Form for creating a new 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.

Management of document type

Actions

History

In the History view, you can view past extractions for that document type.

History view

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 view

Train models

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

Models

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.

Delete

You can always delete your document type.