How to use Mindox

Upon logging in to mindox, you'll be directed to the "Submission" menu. Click on "Create submission" to start with.
Insert customer information in the customer information page.

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Step 2: Import document

Choose the document type that matches the documents you want to process from our pre-trained document types.
After selecting the document type, you can upload files in the following ways:
- Browse: Choose files directly from your device or Google Drive.
- Drag and Drop: Simply drag and drop files into the upload area.
For bank statements, payslips, and official receipts, you can upload up to 5 documents, each with a maximum size of 100 MB. For other document types, you may upload only 1 document per document type.
After uploading documents, enter the password by clicking the key icon if you have any password-protected documents.
Click the Continue button to start the extraction process.

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Step 3: Review the document extraction

Once your document processing is complete, the number in the In progress status will change to In review or Approved. Each document type can transition through the following statuses:

In progress: Mindox is processing and preparing the document.
In review: The extracted data is ready to be reviewed with HITL
Approved: The document is approved either when the user clicks the approve button or it is auto-approved when there are no issues to review.
Rejected: The document is rejected by the user through HITL.
Failed: Mindox ****failed to identify any fields from the document.

Click the ‘View’ button in the document card to see the extraction details.

Mindox will extract pre-defined fields from the document. The document extraction details will be displayed as follows:
- The form information will be shown on the left part of the screen.
- The table information will be shown on the lower part of the screen.
If you uploaded multiple documents, you can switch between them using the icons located in the upper right corner of the screen.
To review the required pages, you may notice yellow detection signs above the page numbers.
Mindox will show detection signs in the extracted fields based on your pre-set document processor configuration.
Review the detected fields and, if necessary, edit the values.
After reviewing, you can approve the document by clicking the Approve button.

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Step 4: See analysis

After approving the document extraction, you can view the analysis from the submission detail.

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Step 5: Export extraction and analysis

We offer download options for extracted document data, approval rate, and analysis informations.

Extraction

You can export the extraction results in JSON and Excel formats.
You can also Download the original imported file.
If there are multiple documents you can Download them all in a single Excel file.

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Approval rate

You can export the Approval rate results in Excel format.

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Analysis

You can export the Analysis in Excel, PDF, and JSON formats.

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Step 6: Complete submission

If you need to upload more documents, you can add them by clicking the Add Document button in your submission detail. Note that once you complete the submission, you can’t add more documents.
If you have completed all the submission stages, you can finalize the submission by clicking the Complete Submission button.

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