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.
| Type | How? |
|---|
| Embedded UI styling | Navigate to Organisation settings. More advanced styling (e.g. fonts, etc.) can be applied by speaking to your Account Manager. |
| Users | Admins can invite new users to an Organisation through the web app (or via API) |
| Type | How? |
|---|
| User Permissions | Admins 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 Rejection | Navigate to Workspace settings. This setting can be overridden when submitting documents via API |
| Invalid Document Rejection | Navigate to Workspace settings. This setting can be overridden when submitting documents via API |
| Automatic Document Splitting | Navigate to Workspace settings |
| Type | How? |
|---|
| Field names and ordering | Document field settings can be updated by navigating to 'Settings' on an individual Collection in the web app (or via API) |
| Field categories | Document field settings can be updated by navigating to 'Settings' on an individual Collection in the web app (or via API) |
| Custom data fields | Document field settings can be updated by navigating to 'Settings' on an individual Collection in the web app (or via API) |
| Mandatory fields | Document field settings can be updated by navigating to 'Settings' on an individual Collection in the web app (or via API) |
| Auto-validation threshold | As above, however, a general value for all fields can be set separately to field-level validation thresholds |
| Date format preference | Document field settings can be updated by navigating to 'Settings' on an individual Collection in the web app (or via API) |
| Default currency | Speak to your account manager |
