Dashboard

Available Filters

Manage which data fields are extracted and highlighted during document analysis. Click filters to activate or deactivate them.

Country profile

Switch between country-specific filter sets and an optional country prompt.

Country-specific prompt (optional)

Active Filters

Disabled Filters

Custom Prompts & Identifiers

Add custom prompts to extract new identifiers or data fields from your documents. These will be used during analysis.

Field Name *

Field Type *

Prompt Description *

Your Custom Prompts

Your Custom Filters

Reference Point Settings

Choose which document type should be used as the primary reference point for cross-checking data across all documents. The reference document is considered the source of truth when comparing values.

Select Reference Document

Bill of Lading Packing List Invoice Certificate of Origin Custom

Your Company Name

Used for cross-checking fields like Exporter Name (middlemen/trading companies won’t cause false mismatches if your company appears). Also used for the On behalf compliance check: we’ll only mark it as a match when the document says “on behalf of <your company>”.

Additional Prompt Text

This text helps the AI identify which pages belong to your selected reference document type. Leave empty to use default detection.

Admin

Admin tools for managing user quotas and reviewing usage. Visible only to admins (controlled by Entra/admin policy on the server).

Quota Management

User (Entra Object ID)

Tip: Use the Select button on the right to fill this automatically.

Set analyses remaining (exact)

Sets the user’s remaining analyses to exactly this number.

Adjust remaining analyses (+ / −)

Adds/subtracts from remaining analyses. Use a negative number to subtract.

Users Overview

User ID	Remaining	Used	Docs	Analyses
Loading…

Usage Log

When	Change	Event	Document	Details
Select a user, then click “View Usage Log”.

Recent Documents

Loading...