User guides

Getting Started with Rossum

This quick start guide will walk you through the Rossum app and show you all the basics. You will learn how to: Create an account Upload your documents Validate the data Export the data Create an account To create an account, head to the Rossum registration page. In the first step, you need to select your […]

Exporting Captured Data

From this article you will learn: What are the data formats that Rossum supports How to export data from the Confirmed tab How to export data from the Exported tab How to view captured data How to export a single document How to export data based on the time range What are the data formats […]

Extracting Tables with Magic Grid

Imagine you need to extract tables from invoices and other documents in your business workflow. Manually retyping or even copy-pasting the values from documents can be exhausting and require a life-threatening quantity of caffeine to complete. Our Magic Grid feature can significantly boost your performance – and dramatically reduce your coffee consumption – when working […]

Splitting PDF into multiple documents

It is often convenient to process multiple documents stored in a single file. Most commonly, you would scan many documents at once in a scanner with an automatic feeder, resulting in a single file that combines all the scanned pages. Rossum can split a file automatically using a special separator page. Simply print the QR […]

Exploring Usage Reporting Dashboard

Note:  The usage reporting dashboard is a paid add-on and will be limited based on your subscription. Continuous improvement is a key business objective on both an individual and team basis. To achieve this goal, you must know which processes could be better and set improvement benchmarks and milestones.  With this in mind, we’ve prepared […]

Embedding AI-Powered Data Capture in Your Document Management Workflow

In 2020, ERP and DMS users increasingly expect the platform to have an automatic data extraction module. While an overwhelming number of businesses out there are still relying on  manual data entry, there’s a hot market for platform vendors that can offer their clients an integrated data capture solution. If your clients have approached you […]

Document Statuses: A Guide To The Document Lifecycle

Do you know what happens to a document in Rossum after it leaves your email inbox? We’ve put together a quick guide that will walk you through all the different statuses a document can have in Rossum. Different statuses your document can have in Rossum When you send a document to the queue, Rossum begins extracting […]

Batch Export with Confirmed Tab

At Rossum, we are trying to make any integration as easy as ABC. Today, we will present a new feature called the Confirmed tab that will make your life easier. When will you appreciate the benefits of this feature? When you confirmed a document and within a few seconds you realized that you made a […]

Using Keyboard Shortcuts

When reviewing documents in Rossum, there are multiple ways of moving between data fields, confirming them, and editing them. Over time, operators find the most suitable way for them to review documents. In this article, we provide some tips on how to speed up the reviewing process using various keyboard shortcuts or tricks in the […]

Fill in a Dropdown Field From a Spreadsheet

Have you ever thought of having an enum data field in Rossum’s validation screen where the reviewer could select one of the values from a dropdown menu? Such data fields could represent a list of vendors, currencies, or document types. In this article, we will present how you can easily create, delete, and modify the […]

Duplicate detection in Rossum

Receiving the same invoice multiple times is a common situation in Accounts Payable. Of course, you do not want to pay for the same invoice multiple times and you do not even want to waste your human resources for capturing data from the duplicate documents. How does Rossum detect duplicates Rossum can currently detect duplicate […]

Rossum’s SLA: Availability, Scalability and Support

As a SaaS company, we consider our platform’s performance the top priority. Rossum’s availability, reliability, and scalability are central to our customers’ business operations, and we have designed Rossum’s service architecture accordingly. Rossum runs in a public cloud and is based on state-of-art technology, leveraging microservice architecture with its infrastructure based on Kubernetes, Terraform and […]

Customizing the document dashboard

When working with documents in Rossum, you want to navigate the list of items as quickly and efficiently as possible. You might want to do a quick check for overdue invoices, or narrow down on purchase orders from a particularly sensitive customer to process them first. To help with that, we made the dashboard in […]

Data Capture From Long Documents With Big Tables

Processing long tables with many rows might be challenging and time consuming, especially when the document has a big table across multiple pages. In this article, we summed up some useful tips on how to process such tables efficiently using a Magic Grid and how to easily apply these changes to other pages of the […]

Extracting Nested Values In Line Items

Note: this feature is currently available to Early Access applicants. If you wish to trial it, please email Extracting nested values in line items When you are extracting “SKU” or “PO Number” for each line item on document you can experience the following situations: The values are part of the “Description” column of the […]

Automatically split batch files in Rossum

The ability to automatically split a document with multiple invoices is a typical demand when processing invoices in accounts payable workflows. Therefore, we set out on a journey to make this possible. As a first step, we have started recommending how to split batch documents into multiple independent files. Split document based on suggested splits […]

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