User guides

Getting Started with Rossum

This guide will walk you through Rossum’s app. 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 Rossum registration page. In the first step, you’ll need to select your region to define the list of Pre-trained fields that will be extracted […]

Exporting captured data

After capturing data within the Rossum app, the final step is getting data out of the system for further processing. There are several data formats Rossum supports – XLSX, CSV, XML or JSON. While XML and JSON are important for programmers and integrators working on automatic integration in other workflows, anyone can work with XLSX and CSV […]

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

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 a Usage Reporting Dashboard that enables you to explore vital information about your company’s Rossum usage. As […]

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 Lifecycle: A Guide To Document Statuses

Are you unsure about what happens to a document in Rossum once it leaves your email inbox? We have prepared a quick guide for you that will lead you through all the different statuses a document may have in Rossum. When you send a document to the queue, Rossum will immediately start to extract the […]

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 Webhook for Push Notifications

When working with documents in Rossum, there are a great deal of events you or your operators might want to react to in your workflows. In the most typical scenarios you would want to: Show a custom message to the user in the validation screen Compute missing values in a document based on captured data […]

Customize Rossum Logic With a Serverless Function

Have you ever thought of showing a customized message to your data capture reviewers? Or maybe you were thinking about calculating fields like tax rate from other values on the document? Such actions can be done with a Rossum extension. Traditional extension types implementing this are Connectors or Webhooks. However, the Connectors and Webhooks have […]

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 […]

Automatically Match Data to Existing Companies

Note: this feature is currently available to Early Access applicants. If you wish to trial it, please email support@rossum.ai. Some of the most important data fields in any document are vendor name, customer name, VAT IDs, addresses, and payment information. Such fields usually do not change on the documents from the same vendor, unlike dates, […]

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