This guide will walk you through the Affinda platform, helping you configure your account and start processing documents quickly. Affinda's free trial allows you to test and evaluate all of the functionality over a 30-day period to ensure that the platform meets your requirements.

1. Create an Account

To create an account, navigate to the registration page. 

When you create a new user account, we also create a new 'Organization'. You can add new users to this account to help with your evaluation, configuration and general document processing.

Once you have validated your email address, you’ll be asked about your role, company and use case to help tailor your experience.

2. Create a Workspace

When you first access your account, you will be prompted to create a Workspace. A Workspace is where documents are processed and can contain one or more Document Types. It can also have restricted access to only permitted users within your Organization.

3. Create a new Document Type

Once you have created your first Workspace, you will be prompted to upload your first documents. This will start the Document Type creation process which enables you to create and configure your first information extraction model.

See Creating a new Extraction Model for a detailed guide.

4. Validate documents to improve model performance

Once you have created one or more Document Types, we recommend uploading and validating more documents to improve performance where needed. Validated documents are added to Model Memory, creating a set of reference data and documents that Affinda's models use to enhance accuracy over time. Combined with our fingerprinting algorithm, this means that the model is presented with relevant example documents when processing newly uploaded documents.

To validate documents, users should use our Document Validation UI to confirm and adjust the model-predicted data as required. See User Validation for more information.

5. Next steps

Once you have created and enhanced your extraction models, it is time to start thinking about moving your document processing into production.

Configure your Workflow

Affinda's Platform offers a configurable workflow that can be adjusted to meet your requirements. A typical use case will have documents follow a similar flow, however, the settings within each step of the process can be adjusted (e.g. what classification model is used, how does machine validation work, etc.)

See Workflow and the relevant sections in this Product Guide for each step for more detailed information.

Integrate Affinda

Integrating Affinda is a straightforward exercise using our REST API. There are 3 main points of integration to consider:

1. Document Ingestion - While documents can be uploaded directly to the app, generally customers will either upload by sending attachments via email or via API.
2. Data Mapping - To improve validation and the accuracy of the data being sent downstream, your master data from your CRM, ERP or other platform can be ingested by Affinda via API and subsequently be mapped against the extracted data from the document. Learn more about Data Mapping.
3. Data Export

See our Integration Guide for more detailed information.