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Quick Start

This guide walks you through processing your first document in DocAI Fabric.

Step 1: Create a Project​

Projects define how documents are processed. Each project has its own classification rules, extraction fields, and workflow configuration.

  1. Open the application at https://app.docaifabric.com
  2. Click New Project in the sidebar
  3. Give your project a name (e.g., "Invoice Processing")
  4. Configure document classes (these are the types of documents you expect to receive)

Example: Invoice Project​

Add a document class called "Invoice" with extraction fields:

Field NameTypeDescription
Invoice NumbertextThe unique invoice identifier
Invoice DatedateDate the invoice was issued
Total AmountnumberThe total amount due
Vendor NametextName of the vendor/supplier

Step 2: Upload Documents​

  1. Navigate to your project
  2. Click New Transaction to create a processing batch
  3. Upload one or more document files (PDF, images, or multi-page scans)

Supported file formats:

  • PDF: Single or multi-page
  • Images: JPEG, PNG, TIFF
  • Multi-document files: The splitter will detect document boundaries

Step 3: Process the Transaction​

Once documents are uploaded, start processing:

  1. Click Process on the transaction

  2. The workflow engine runs each activity in sequence:

    • Import → Files are ingested and converted to page images
    • OCR → Text is read from those images
    • Split → Document boundaries are detected
    • Classify → Documents are categorized by type
    • Extract → Structured data is pulled from each document

    A project's workflow can add more steps, such as validation, human review and export.

  3. Monitor progress in the transaction view

Step 4: Review Results​

After processing completes:

  1. Open the transaction to see all documents
  2. Click on a document to view:
    • Extracted fields with values and confidence scores
    • Page images with bounding boxes showing where data was found
    • Classification result and confidence
  3. Review and correct any extraction errors
  4. Approve or reject documents

What's Next?​