Each organization controls how its documents are processed from Admin → Organization Management → Initial Setup. Every setting there has an expandable explanation; changes are saved as you make them. This page is the complete reference.
Organization & API access#
The top card of Initial Setup shows:
- Organization name, editable, with Save.
- Document capture email: the address that turns email attachments into documents (see Capture email).
- API key and API secret: the credentials for the REST API. The secret is masked until you click the eye icon; both have a copy button.
Document processing#
| Setting | Default | Effect |
|---|---|---|
AutoDetectDocType | Y | Y: AI assigns a document type to each uploaded PDF (and each piece of a split PDF). N: users assign types manually. |
KeepOriginalAfterSplit | Y | Y: a bundled PDF is kept next to the documents split from it (hide it with Hide combined files). N: the original is deleted once splitting is complete. |
UseVersioning | Y | Y: a new upload with the same name and extension as an existing document becomes its next version. N: every upload is a separate document. |
UseAutoCompare | Y | Only with versioning. Y: AI compares every new version with the previous one and emails a summary of the changes. |
AutoCompareResultEmail | — | Where auto compare summaries are sent. |
DefaultDuplicateBehaviour | N | What to do when an upload has exactly the same content and size as an existing document. N: skip the upload. O: overwrite the existing file. |
Storage#
| Setting | Default | Effect |
|---|---|---|
StoreDocuments | Y | Y: keep a copy of every processed file so it can be previewed and downloaded later. N: delete files once all processing steps are finished. This saves storage credits and suits sensitive data; extracted text, JSON and search keep working, but previews and downloads do not. |
Credits#
| Setting | Default | Effect |
|---|---|---|
AutoChargeWhenLowCredit | N | Y: charge the saved card automatically when the balance reaches the low-credit threshold. N: never charge automatically; AI operations pause when credits run out. |
AutoChargeAmount | 10 | The amount charged for each automatic top-up. |
Recommended profiles#
| Scenario | Suggested settings |
|---|---|
| Accounts payable (many scanned bundles) | AutoDetectDocType Y, KeepOriginalAfterSplit N, UseVersioning N, DefaultDuplicateBehaviour N |
| Contract management | UseVersioning Y, UseAutoCompare Y with a team mailbox in AutoCompareResultEmail |
| Sensitive records | StoreDocuments N, KeepOriginalAfterSplit N |
| Unattended production use | AutoChargeWhenLowCredit Y with an AutoChargeAmount that covers a few days of volume |
Platform-wide settings
Batch sizes, retry counts, status ids, search tuning and email behaviour are system parameters that apply to all
organizations. Platform administrators manage them under Admin → System administration → System parameters;
see Platform operations.