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Documate identifies each document in a file (invoice, delivery note, credit note, and so on), splits mixed files into separate documents, and routes each one to the agent you mapped for that type. You do not configure models or scoring. You choose which types this channel accepts and which agent extracts each type.

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What you set up

1

Create an agent for each type

Open Agents and create one agent per document type you want to extract (for example Invoice and Delivery note). See Agents.
2

Map types on the channel

Open Channels & intake → Document types. Add every type you expect on this channel and point each type at its agent.
3

Send files

Upload in Files, send mail to the channel inbox, or call the partner API. Documate assigns a type from the list you mapped and extracts with that agent.
Mixed files (one PDF with an invoice and two delivery notes) need every of those types on the channel. If only Invoice is mapped, the tickets cannot be routed.

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What happens when you send a file

  1. The file is accepted on the channel.
  2. Documate finds the logical documents in the file (one file can become several documents).
  3. Each document gets a type from the types you mapped.
  4. That type’s agent extracts the fields.
If a document cannot be matched to a mapped type, it fails as unidentified. The file can still succeed for the documents that did match.
If you already know the type (for example a typed mailbox or API upload with documentTypeKey), Documate uses that hint when the file is a single document. Mixed files still get a type per document from the content.

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Settings in the app

There is no customer setting for “how identification works.” Adding or removing types on the channel is how you change what Documate will accept.

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Tips

  • Map only the types you actually extract. Do not add branding or logo as a document type.
  • After the first upload, routing may lock. Unlock Document types only when you intend to change mappings.
  • A logo or signature in an email is not a document. Leave Process body images off unless you want those images processed.
  • Sync extract is for a single document. Use async upload or the app for mixed PDFs.