Skip to main content

Quick Start

Process your first document in about 10 minutes.

Before you begin

  • An account that can manage and publish Pipelines, such as Owner, Administrator, or Supervisor.
  • A sample document: PDF, PNG, JPG/JPEG, or XML, up to 25 MB.
  • Available quota.

Step 1: Sign In​

Open the application address from your administrator, enter Username or email, select Sign In, and complete the authentication steps.

AkaXtract sign-in page

Result: your company name appears at the top of the page.

Step 2: Create a Pipeline from Your Sample​

  1. Open Pipelines -> Create Pipeline -> Create Auto.
  2. Enter a Pipeline Name and keep the built-in AkaXtract AI model. It needs no API key.
  3. Turn off Auto-Approve Results so that you review your first result.
  4. Choose your Sample Document and select Generate. This can take a few minutes.
  5. In Review Generated Configuration, check the prompts, schemas, and mappings, then select Create Draft.

Create Pipeline menu with Create Manual and Create Auto

Create Pipeline with AI form

Review Generated Configuration

Result: the Pipeline opens as Draft v1.

Step 3: Test and Publish​

  1. Select More Pipeline Actions -> Test Pipeline.
  2. Select Test Document -> Run Test, then compare Extraction Result with your sample.
  3. In the Draft, select Publish Version.

Draft actions menu with Test Pipeline

Test Pipeline page with Configuration is ready to test, Test Document, and Run Test

Extraction Result with Run Another Test

Pipeline Setting tab for a Published version

Result: version 1 shows Published.

Step 4: Upload a Document​

Open your Pipeline, select Documents -> Upload Document, choose a file, and select Upload Document again.

Upload Document dialog

Result: the document appears in the list. After processing, its status is To Review.

Step 5: Review and Confirm​

  1. Open the row menu of the document and select Review.
  2. Check the warnings at the top, compare the extracted fields with the source document, and correct any value that is wrong.
  3. Select Confirm.

Document row menu with Review

Review screen with a processing warning, Reject, and Confirm

Review screen after the document is confirmed

Result: the message Document confirmed successfully. appears, and the document status is Confirmed.

Step 6: Export the Data​

Open the row menu of the document, select Export..., choose a format, and select Export.

Documents list with a Confirmed document

Export Document dialog

Result: your browser downloads the extracted data.

Next Steps​