7 min read

Setting Up Intelligent Document Processing

Configure document ingestion for leases, amendments and invoices to get clean, searchable data.

Document AIOCRData Extraction

Document AI normalizes text, identifies sections and extracts entities like parties, dates and amounts.

Step‑by‑step

  1. Go to Settings > Documents > Pipelines and enable Document AI.
  2. Define document types: Lease, Amendment, Invoice, Other.
  3. Upload samples to improve detection accuracy and verify extracted fields.
  4. Turn on auto‑indexing to make content instantly searchable across your portfolio.
  5. Export structured data to CSV or connect to your data warehouse if needed.

Pro tips

  • Scan at 300 DPI for the best OCR on older paper leases.
  • Use file naming like property_unit_YYYYMM for easier discovery.
← Back to all guides