Polydocs Documentation

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Changelog
DOC²
FLOW²
KV²
TE²
OCR²
Insight²

Polydocs Documentation

Changelog
DOC²
DOC²
- Data security
- OnBoarding
- Deployment
- Dashboard
  Dashboard
- Document Validation
  Document Validation
- Table Extraction
  Table Extraction
- DOC² with Infor
  DOC² with Infor
  - Infor Infrastructure
  - Use Cases
  - Diagram
  - Integration with Infor IDM and ERP
    Integration with Infor IDM and ERP
    
    IDM Business Context Model
  - Infor SSO
- Settings
  Settings
  - Company Information
  - Groups, Users and Permissions
    
    Groups, Users and Permissions
    
    Users
  - Integration
    
    Integration
    
    API
    
    API calls examples
    
    SSO Settings
  - Document Types
  - Email Notification
  - Modules
    
    Modules
    
    Access to Modules
    
    Approval
    
    Layout Builder
    
    Doc Script
    
    Doc Scan
  - All Import Options
    
    All Import Options
    
    Email
    
    Fileshare Import
    
    Fileshare Import
    
    Windows
    
    Webhook
  - All Export Options
    
    All Export Options
    
    Export to Infor
    
    Export to Infor
    
    Export to Infor ION and IDM
    
    How to create a BOD mapping file
    
    How to create a IDM mapping file
    
    Export to Infor IDM
    
    Infor ION API File
    
    Export to Infor ION and IDM
    
    Webhook
    
    XML Export
    
    Export to Flow²
  - Amount
  - Master Data Validation
  - List of Values
- PO Matching
  PO Matching
- ZUGFeRD
- Groups & Privileges
- Admin-Guides
- SSO
  SSO
  - SSO for Azure AD with DOC²
FLOW²
FLOW²
KV²
KV²
- Getting Started
- Installation
- Tutorial
- How To
  How To
- Restart Ephesoft
  Restart Ephesoft
  - Cloud
  - OnPremise
- Limitations
- Feedback Function
TE²
TE²
OCR²
OCR²
Insight²
Insight²
- Deployment
- Security
- Tracking
- Getting Started
  Getting Started
- IN² Examples
  IN² Examples
- Actions
  Actions
  - Generate file
  - Set localStorage
- Data-Sources
  Data-Sources
  - Airtable
  - Appwrite
  - Athena
  - Baserow
  - BigQuery
  - CouchDB
  - Custom JS
  - DynamoDB
  - Elasticsearch
  - Firestore
  - GCS
  - Google Sheets
  - GraphQL
  - InfluxDB
  - Mailgun
  - MinIO
  - MongoDB
  - MSSQL
  - MySQL
  - Notion
  - OpenAPI
  - OracleDB
  - PostgreSQL
  - Redis
  - REST API
  - RethinkDB
  - S3
  - SAP HANA
  - SendGrid
  - SMTP
  - Snowflake
  - Typesense
  - WooCommerce
- Widgets
  Widgets
  - Button group
  - Button
  - Calendar
  - Chart
  - Checkbox
  - Circular Progress Bar
  - Code Editor
  - Container
  - Custom Component
  - Date Range Picker
  - Datepicker
  - Divider
  - Dropdown
  - File picker
  - iFrame
  - Image
  - Kanban
  - Listview
  - Map
  - Modal
  - Multiselect
  - Number input
  - Password input
  - PDF
  - QR-Scanner
  - Radio button
  - Range Slider
  - Rich Text Editor
  - Spinner
  - Star
  - Statistics
  - Steps
  - Table
  - Tabs
  - Tags
  - Text input
  - Text
  - Textarea
  - Timeline
  - Timer
  - Toggle Switch

DOC²
Settings
Modules

DOC² Settings Modules Approval Purchase Order PO Matching Document Type

Access to Modules

In DOC² you will find the SETTINGS menu above the DASHBOARD. Open this menu.

There you will find the menu item Module, open it.

This is the overview of the individual modules:

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