Blast Audit

En Blast Audit, la calidad del matching suele mejorar antes de que cambies ninguna regla. Una estructura de carpetas limpia en `Document Organizer` da a `Document Matching` un conjunto de…

Estrategia de carpetas para un matching limpio

Blast Audit te da tres formas de acotar el matching de documentos: `All documents`, `Use document folders` y `Choose specific documents`. Elegir la correcta importa más que la mayoría de…

Elegir el modo de matching correcto

El último paso de `Document Matching` es donde Blast Audit escribe resultados de vuelta en Excel. Un mapeo limpio de columnas evita errores previsibles como salidas duplicadas, entradas sobrescritas o…

Mapear columnas sin errores

Las plantillas de matching ayudan a Blast Audit a mantener el mismo mapeo y las mismas reglas en trabajos repetidos. En el complemento, una plantilla de matching guarda tu mapeo…

Guardar y reutilizar plantillas de matching

Blast Audit puede ajustar el matching columna por columna. Las `Advanced Options` son útiles cuando la ejecución por defecto está cerca del resultado correcto, pero todavía no llega. No son…

Usar opciones avanzadas de matching

`Form Extraction` en Blast Audit te permite capturar campos repetibles desde PDFs, previsualizarlos en varios documentos y luego `Export to Excel`. Según tu entorno de Office, el flujo puede abrirse…

Ejecutar el flujo de extracción de formularios

`Version Comparison` en Blast Audit resalta el texto añadido o eliminado de una versión de documento frente a otra. Funciona mejor para revisar versiones reales del mismo documento, no para…

Ejecutar el flujo de comparación de versiones

El espacio de trabajo `Agent` en Blast Audit admite varios chats en paralelo, así que no necesitas un único hilo enorme para cada pregunta. Usar bien las pestañas facilita el…

Usar las pestañas de Agent de forma eficaz

El área `Exports` del dashboard permite a los administradores poner en cola trabajos de exportación y descargar más tarde los archivos terminados. Funciona como una cola de trabajos, no como…

Usar exportaciones del dashboard

Blast Audit agrupa la configuración de identidad bajo `Identity integrations` en el dashboard. Desde ahí, propietarios y administradores pueden abrir WorkOS tanto para `Single Sign-On` como para `Directory sync`.

Configurar SSO y sincronización de directorios

William Karkegi

Flujos de trabajo

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