Business
A business is your workspace boundary in Documate. Uploads, agents, channels, API keys, and results belong to the active business.Channel
A channel is the intake path for files inside a business. Each channel has an ID used by the partner API asqueueId.
In the app you configure routing (document type → agent), email intake, and webhook settings on the channel.
File
A file is one uploaded binary (PDF, image, and so on). Documate may split a file into one or more logical documents.Document
A document is one logical business document produced from a file (for example one invoice). Extracted results and outbound webhooks are scoped to the document.Agent
An agent defines how a document type is extracted: instructions, output schema, and optional post-processing. You map document types to agents on a channel.Statuses
Common file statuses:received, processing, ready, partial_ready, failed, rejected, cancelled.
Common document statuses: received, processing, ready, failed, rejected, cancelled.
When a document is ready, its extracted result is available in the app and via the API.