Getting started

From upload to a reviewed deliverable.

These short guides follow the actual Netriam workflow. Start with a familiar document and compare every result with the original before sharing an export.

1. Upload your first document

  1. 1Choose Upload and add a PDF, DOCX or XLSX that you have permission to process.
  2. 2If a file with the same name exists, check the version shown in the upload box before submitting.
  3. 3Wait until the document is Ready For Confirmation, then open it from Documents.
  4. 4Keep the original available so you can compare its tables, pages and images during review.

2. Check and confirm the extraction

  1. 1Confirm the document type and project first.
  2. 2Work through Needs Attention, then inspect the other extracted fields against the original source.
  3. 3Edit incorrect values, reject items that are not present in the source, and check image or signature previews. Do not confirm missing evidence.
  4. 4Check tables, reading order and associations between labels and values. Complete Confirmation when the content represents the source faithfully.

3. Review writing and audit findings

  1. 1Quality suggestions are optional. Compare each suggested full sentence with the source meaning, then accept or reject it.
  2. 2If your organisation has added its own procedures and rules, run Audit and inspect the evidence behind each finding.
  3. 3Resolve or dismiss audit findings according to your team's process. Quality and Audit can be skipped when you only need a confirmed export.

4. Prepare and inspect an export

  1. 1Open Export after Confirmation. Choose PDF, DOCX, XLSX, HTML or JSON.
  2. 2Select the content to include and check the live preview, especially long tables, grouped findings, page order and images.
  3. 3Generate the file, download it and inspect the actual deliverable before sharing it.
  4. 4If the result changes the meaning or omits content, correct the confirmed document or report the problem.

Help shape the next improvement

Tell us the document type, where the result helped, where you had to correct it, and how much time the whole task took compared with your usual process. Please avoid sending confidential source documents by email.

Send feedback

Need more detail? Open the Help Centre after sign-in, or email support@netriam.com.