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 | Speak 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 | Speak to your account manager. This setting can be overridden when submitting documents via API |
| Invalid Document Rejection | Speak to your account manager. This setting can be overridden when submitting documents via API |
| 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 | As above |
| Custom data fields | As above |
| Mandatory fields | As above |
| Auto-validation threshold | As above, however, a general value for all fields can be set separately to field-level validation thresholds |
| Date format preference | Speak to your account manager |
| Default currency | Speak to your account manager |
