> ## Documentation Index
> Fetch the complete documentation index at: https://docs.affinda.com/llms.txt
> Use this file to discover all available pages before exploring further.
## Submitting Feedback
If you encounter incorrect, outdated, or confusing documentation on this page, submit feedback:
POST https://docs.affinda.com/feedback
```json
{
"path": "/updates",
"feedback": "Description of the issue"
}
```
Only submit feedback when you have something specific and actionable to report.
# Product Updates
> Release notes for the Affinda platform, including new features, improvements, and bug fixes for extraction models, validation, integrations, and the API.
### Consolidated usage endpoint
* New public endpoint (`GET /v3/usage`) that replaces the per-workspace and per-collection variants with a single call for org-, workspace-, and document-type-level reporting
* Returns **daily** credits consumption (previously monthly), scoped to an organization and optionally narrowed to a workspace or document type
* Uses current document type terminology and reports credits as a **single unified number** — no more `is_recruit` split, aligned with the rolling credit consolidation work
### Integrations: Export visibility improvements
* Added an **Archive on Success** setting that automatically archives documents once they've been successfully exported, keeping your active document list focused on items that still need attention
* Added a new filter at Workspace level to narrow the document list by **successful** or **failed** exports, making it easy to identify and action documents that didn't make it to the destination system
## Launch of Affinda Agent
* New AI-powered Affinda Agent guides users through onboarding and workspace setup using natural language
* Describe your use case — what documents you process, what data you need, and where it goes — and the agent configures your environment for you
* The agent can set up **Workspaces, Document Types, fields, validation rules** and other settings on your behalf, getting you to a working solution in minutes
* Designed to reduce the time and expertise required to go from sign-up to a fully configured document processing workflow
## AI Agent Integration Resource
* We've published a comprehensive integration resource designed specifically for AI coding agents (Cursor, Claude, Copilot, etc.)
* This single markdown file contains everything an agent needs to build an Affinda integration end-to-end: API basics, authentication, Python & TypeScript clients, structured outputs, webhooks, upload patterns, common errors, and a full map of our documentation
* **Two ways to use it:**
* **Direct link:** Ask your agent to read [https://docs.affinda.com/skill.md](https://docs.affinda.com/skill.md) before starting your integration
* **Persistent skill:** Install with `npx skills add affinda/skills` so your agent always has access
* This resource enables you to build a working integration without jumping across multiple documentation pages
## Selective page processing by document type
* You can now configure Affinda to process **only a continuous page range** from your documents, instead of processing every page by default.
* Page selection is defined **per document type**, giving you precise control over what gets processed and billed.
* Excluded pages are not processed and **are not charged**.
* Examples:
* **Invoices**: process only pages 1–3
* **Contracts**: process only pages 2–5
This feature is enabled by the Affinda team. Once configured, the rules are applied automatically during processing, with no changes required to your existing workflows.
For more information or to enable selective page processing, [contact the Affinda team.](https://www.affinda.com/contact)
## Updated Billing Page
* New billing page for customers paying in arrears, users can now see their month-to-date usage
## Improved App Location
* New users are now **automatically routed to the correct Affinda app instance** based on their location (AU/Global, EU, or US).
* The **sign-up form clearly shows which instance** users are creating an account in.
* Users who attempt to log in on the **wrong instance will see a banner** suggesting the correct one.
For more information, see [Deployment and Data Residency](https://docs.affinda.com/deployment-data-residency)
## New tables editor
* We have released a new tables experience that is faster and more intuitive for users
* **Grid mode:** a clean, predictable interface for classic column-based tables. Drag row/column lines directly on the page, select field names from header dropdowns, and see updates instantly.
* **Freeform for complex layouts:** annotate one example row and apply 'Fill Down' to handle irregular or stacked tables with far less effort.
* **Smart mode selection:** Affinda automatically detects whether a table should open in Grid or Freeform, with the option to switch manually at any time.
For more information, see our [Table Editor tutorial](/academy/table-editor).
## Classification-only document processing
* You can now process documents **for classification only**, skipping data extraction entirely
* This mode sharply cuts processing costs and reduces the number of credits used to a **maximum of 3 credits per document**, no matter the page count
* To enable this on a specific Document Type, get in touch with Affinda.
## Credit usage dashboard
* New dashboard showing credit usage over time added
* Dashboard can be accessed by Organization Owners and Admins
## Default maximum page limit raised to 20 pages
* The default page limit per document has been raised to 20 pages
* This limit can be raised on customer accounts if required - get in touch with Affinda to enable this
## User permissions updates
* Updates to permissions in web application to ensure that only pages relevant to user permission set is visible
* At least one Organization Owner must now be present at all times - users can not be removed or permission level downgraded if they are the only Owner
## Model Memory management
* Model Memory controls in workspace actions: add or remove confirmed documents without leaving the list view
* Do it one by one or use bulk actions to manage many at once
* Provides user's control over which documents shape model performance
## Filter by document attributes
* New filters by document attributes added to Document List view
* Filters added: Added Date, Added By, Confirmed, Confirmed By, Archived, In Model Memory, Split, Unclassified, Errored, Validation Passed, Validation Failed
* Quickly narrow your workspace views using recognisable details instead of wading through everything
## Duplicating Workspaces and Document Types
* Users can now duplicate a workspace and document types for faster configuration
* To duplicate a workspace, go to the workspace view, locate the three dots on the side of the workspace and select "duplicate"
* To duplicate a document type, go to the document type view, locate the three dots and select "duplicate"
## Workspace & Document Type Identifiers
* Identifiers required for API integration can now also be found in the Workspace or Document Type list by hitting the '...' next to the relevant item
## Integrations Agent (beta)
* Integrations agent enables users to build automated data export integrations with natural language instructions.
* The assistant uses Pipedream to connect Affinda with thousands of downstream applications.
* Access it by going to the Integrations tab in your organisation or through "Data Export" in your workspace settings.
* This feature is currently in beta and may undergo further improvements as we gather feedback
* See the [Affinda Academy tutorial](/academy/integration-assistant) for a step-by-step tutorial or the [Integration Agent](/configuration/integration-agent) page in the Configuration guide for more information
## New Affinda brand
* Affinda has launched an updated brand, providing a new look and feel for new and existing customers
* The Affinda Platform has been updated in line with this new brand
## Model Memory visibility
* Users can now more easily see which documents have been added to Model Memory by enabling this column in the document list view
## AI Assistant in Platform
* We’ve added a built-in AI assistant trained on all of Affinda’s product documentation.
* Click the Help button at the top of the page to open the assistant. From there, you can ask questions for technical details, configuration guidance and product features and best practices
## Organization Avatars
* The avatar for a newly created Organization will be auto-populated with the company logo where possible based on the domain of the user registering
## OCR Notifications
* Additional prompts added to document validation interface around OCR settings
* If a user selects an area on the document and no text is found (e.g. a supplier logo in an invoice), a prompt is flagged to the user to apply OCR to that document
* Admins are prompted to review [default OCR settings](/configuration/ocr) if they select 'Apply OCR' on a document
## Suggested Re-Parse Notification
* Now, users will see a notification in the **Document Validation view** when a document may benefit from being re-parsed. This can happen in two cases:
1. **A new, more relevant model memory document has been added** - meaning the system has learned from a better example and can now extract more accurate results. See [Model Memory](/configuration/model-memory) for more information.
2. **The document type configuration has been updated** - making the extraction on older documents out of date. Reparsing applies the latest changes to the document. See[ Field Configuration](/configuration/standard-fields) for more information.
* In either case, the **Re-parse button** in the top right corner of the document will turn **orange** to indicate action is needed.
## Self-Learning Data Sources
* Data Sources now include an option to **Remember selections**
* When enabled, the platform records the confirmed value for a given raw text extraction and automatically reuses that value the next time the same text appears in a new document
* This option is **enabled by default** for every new Data Source field
See [Picklists](/configuration/picklists) for more information.
## Embeddable Review URL
* The document validation interface can be embedded in downstream workflows with the release of our embeddable review URL to all users
* This feature was previously available only to existing customers using the legacy version of the platform
See [Embedded Mode](/reference/embedded) for more information.
## Number Data Type
* We have consolidated all number data types into a single field type
* Users can adjust the number of decimal places under 'Decimal Options'
See [Standard Field Types](/configuration/standard-fields) for more information.
## New Documentation Hub
We’ve launched a brand-new documentation experience to help you get the most out of the Affinda Platform—whether you’re just getting started or building advanced integrations.
* **Affinda Academy:** Step-by-step tutorials, from onboarding basics to advanced playbooks, so you can master the platform at your own pace.
* **Configuration Guide:** A comprehensive reference to configure Affinda for your exact use case and workflows.
* **API Reference:** Developer-friendly documentation to get your integration up and running fast.
* **Resume Parsing Guide:** Tailored resources for customers using our Resume Parser and related recruitment products.
* **Additional Resources:** Product updates, billing and security information, and answers to frequently asked questions—all in one place.
* **AI Assistant:** An AI-powered assistant, trained on our documentation, ready to provide instant troubleshooting help at every stage of your customer journey.
## Picklist Field Configuration
* Users can now easily create and configure picklist fields within the Affinda Platform.
**Options**
* Options are (typically short) lists of values that are added manually through the interface
* The values are sent to the model when the document is processed, and the model predicts the appropriate value from the list
**Data Sources**
* An array of parameters (one or many) that acts as a “lookup” or “master” list
* Typically, this will be master or source data from a customer's system (e.g. ERP, CRM)
* Data Sources can be created by uploading an Excel or CSV file through the Affinda Platform and then maintained through either periodic updates through the same interface, or by syncing the data programmatically
* The raw data extracted from the document is mapped to the Data Source using string matching (either Fuzzy, Partial, or Exact)
See [Picklists ](/configuration/picklists)for more information.
## User Queue Management
* Improved logic to ensure that multiple users are not reviewing the same document simultaneously
* After a user confirms a document, the next document in the queue that is not being looked at by another user will be presented
* In the cases where multiple users have the same document open, the user who opens the document last will have a warning displayed to notify them of another user in the document
## Image & Checkbox Field Types
* Users can now add and configure image and checkbox fields
* **Checkbox Fields:**
* ***Label:*** Use when one or more options may be checked. Returns the label text for each selected option.
* ***True/False:*** Use for a single checkbox. Returns True if checked, False if unchecked.
* ***Image Fields:*** Returns the identified image for **Signatures**, **Headshots** and **Seals of Authenticity**
* The image models are only applied when new documents are uploaded after the fields are created. Previously uploaded documents will need to be re-parsed for the model to extract the relevant image/data.
See [Field Configuration](/configuration/field-configuration) for more information.
## Purchase Credits via Billing Page
* Purchase additional credits directly through the Billing Page in your Affinda Organization - no sales call required.
* Enable Auto-Reload to top up your balance when it gets low automatically
* For high-volume or custom credit packages, our Sales team can configure tailored deals that can still be paid through the platform or via standard invoicing.
See [Billing ](/billing)for more information
## Validation Rule Creation
* Validation rules can now be created through the Affinda Platform by specifying the rule in natural language
* Describe the logic you'd like to apply and reference the relevant fields you'd like to include and Affinda will automatically generate the corresponding rules for you
See [Validation Rules](/configuration/validation-rules) for more information.
## Text Transformations
* Users can now apply transformations to refine extracted text by applying a natural language prompt to be clean, reformat, or transform the data for better usability
* With the description of what transformation to apply, Affinda will process this using either:
* Large Language Models (LLMs) for dynamic text refinement
* Code-based transformations, where possible, ensuring minimal variability in standardized data
* This applies to fields of 'text' data type only
See [Field Configuration](/configuration/field-configuration) for more information.
## Self-Learning Classification
* Affinda has launched new capabilities for document classification - our general model applied on new Workspaces now knows your specific document types and continues to improve as new documents are added to Model Memory
* When a new document is uploaded and needs to be classified, the model uses two key inputs:
1. Document Type Names and Descriptions
2. Reference Documents from Model Memory
See [Document Classification](/configuration/classification) for more information.
## Instant Learning Capability
* Affinda models now benefit by default from instant learning capabilities
* **Learn from Just One Document:** Our system now only needs one example of a particular invoice format to perform accurate data extraction. This eliminates the need to upload multiple examples for model training.
* **Immediate Adaptability:** When you upload a single document of a specific format, our models will immediately apply the learnings to the next document of the same type. This minimizes the setup and preparation time.
* **Higher Accuracy:** With continuous improvements driven by state-of-the-art AI, this latest release excels at recognizing layouts and specific data structures. This ensures high accuracy without extensive training.
See [Information Extraction Models](/configuration/extraction-models) for more information.
## Enhanced Document Splitting Model
* Affinda has launched an improved document splitting model that works well across any document type
* This model has been designed to identify specific cues that indicate a new document, including:
* Change in page numbering sequence (e.g. Page 1)
* Change in key party within the document (e.g. an invoice from a different supplier is identified)
* Change in key document identifier
See [Document Splitting ](/configuration/splitting)for more information.
## Resume Summary launch
* Our new Resume Summary tool for Recruitment Technology automates concise overviews of candidates' experience, skills, and qualifications from their resumes
* The summaries match the resume's language, making the tool suitable for all regions
* Personal details like names, ages, and nationalities are excluded to ensure fair, unbiased recruitment and focus on job fit
See [here](/resumes/resume-summary) for more information.
## 'Raw Values' display
* To provide greater control and visibility to customers, we have introduced a new setting that allows users to view the 'raw' text extracted from the document alongside the 'parsed' value that has been formatted and post-processed
* This means that users can see both values side by side and ensure that the post-processing is accurate.
## New Resume Redactor
* Affinda has launched a new version of our Resume Redactor, delivering higher accuracy and greater configurability
* The model works well across both resumes and cover letters and can be applied across a wider range of fields
See [Resume Redactor](/resumes/resume-redactor) for more information.
## General Redaction capability
* Any document can now be redacted using our new 'redaction' API endpoint
Any fields extracted from a document will be redacted using the endpoint
See [Data Export](/configuration/export-data) for more information.
## Status Page
* Status Page launched to keep customers informed about the performance of our AP and web application across all of our server locations
* To access the Status Page and explore its features, visit [https://status.affinda.com/](https://status.affinda.com/)