Settings

Configure your document operations preferences

General Settings

Basic configuration for your account

Organization Name

Timezone

Use Case Profiles

Configure how the system handles different document types and workflows

Active

Invoices, expenses, reimbursements

Risk signals: Amount thresholds, vendor trust, duplicate detection

Active

KYC documents, identity verification

Risk signals: Document authenticity, data consistency, watchlist matching

Active

Resumes, applications, screening

Risk signals: Qualification matching, experience validation

Inactive

Refunds, returns, disputes

Risk signals: Fraud patterns, customer history, policy compliance

Decision Assessments

Configure how the system evaluates and decides on documents

Auto-approve trusted vendors

Automatically approve invoices from vendors with 10+ prior approvals

Auto-verify KYC documents

Automatically verify KYC documents with 95%+ confidence

Flag duplicate submissions

Detect and flag potential duplicate documents

Manual Review Threshold ($)

Invoices above this amount require manual review

Notifications

Configure when and how you receive alerts

Email notifications

Receive email alerts for high-priority exceptions

Daily digest

Receive a daily summary of document processing

Escalation alerts

Get notified when documents are auto-escalated