Configuration Options

Affinda's platform has been designed to be easily configurable for every use case. We allow configuration options at the Organisation, Workspace and Collection level to ensure the data extraction and associated workflows suit every customer's requirements.

Organisation Settings

TypeHow?
Embedded UI stylingSpeak to your account manager
UsersAdmins can invite new users to an Organisation through the web app (or via API)

Workspace Settings

TypeHow?
User PermissionsAdmins can make Workspaces private and only visible to specified Users within the 'Settings' of each Workspace in the web app (or via the API)
Duplicate RejectionSpeak to your account manager. This setting can be overridden when submitting documents via API
Invalid Document RejectionSpeak to your account manager. This setting can be overridden when submitting documents via API

Collection Settings

TypeHow?
Field names and orderingDocument field settings can be updated by navigating to 'Settings' on an individual Collection in the web app (or via API)
Field categoriesAs above
Custom data fieldsAs above
Mandatory fieldsAs above
Auto-validation thresholdAs above, however, a general value for all fields can be set separately to field-level validation thresholds
Date format preferenceSpeak to your account manager
Default currencySpeak to your account manager