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Get Started

Overview

The Get Started page gives you one-click access to My Files, Extractor, Mercury, Spend Analyser, Template, and Workspace, alongside a live snapshot of what's happening across your workspace.

Get Started Page

Quick Actions

Most common tasks a single click away.

Upload Files

Opens the My Files module to upload, manage, and organize documents.

Upload Files Card

Create Template

Redirects to the Template module, where you can create document templates for extracting structured information from different document formats by defining the fields you need.

Create Template Card

Extraction

Redirects to the Extractor module, which uses an AI-powered processing engine to pull structured information out of uploaded documents and turn it into usable data.

Extraction Card

Export Data

Redirects to the Workspace module, where processed documents can be reviewed and extracted results exported in various formats.

Export Data Card

Recent Activities

A live key system statistics and usage information:

  • Total documents processed in the system
  • Number of templates created
  • Number of active users currently using the platform
  • Number of exports generated

Recent Activities

Recent Workspace

A quick view of recently processed and exported files, so you can:

  • View recently exported files
  • Track processed document history
  • Access previous workspace outputs

Recent Workspace

Recent Template

A quick view of recently created templates, so you can:

  • View recently created templates
  • Access previously configured templates
  • Track template creation history

Recent Template

Video Demonstration

Watch: Get started with Regoxa