Blast Audit

In Blast Audit, la qualità del matching di solito migliora ancora prima di cambiare le regole. Una configurazione ordinata delle cartelle in `Document Organizer` offre a `Document Matching` un insieme…

Strategia delle cartelle per un matching pulito

Blast Audit ti offre tre modi per definire il perimetro del matching documentale: `All documents`, `Use document folders` e `Choose specific documents`. Scegliere quello giusto conta più della maggior parte…

Scegliere la modalità di matching giusta

L'ultimo passaggio di `Document Matching` è il punto in cui Blast Audit scrive i risultati di nuovo in Excel. Un mapping pulito delle colonne evita errori prevenibili come output duplicati,…

Mappare le colonne senza errori

I template di matching aiutano Blast Audit a mantenere lo stesso mapping e le stesse regole nei lavori ripetuti. Nell'add-in, un template di matching salva il mapping delle colonne, l'impostazione…

Salvare e riutilizzare i template di matching

Blast Audit può regolare il matching colonna per colonna. Le `Advanced Options` sono utili quando il run predefinito è vicino al risultato giusto ma non ancora corretto del tutto. Non…

Usare le opzioni avanzate di matching

`Form Extraction` in Blast Audit ti permette di acquisire campi ripetibili da PDF, visualizzarli in anteprima su più documenti e poi usare `Export to Excel`. A seconda dell'host Office, il…

Eseguire il workflow di Form Extraction

`Version Comparison` in Blast Audit evidenzia il testo aggiunto o rimosso in una versione di documento rispetto a un'altra. È ideale per un vero confronto tra versioni, non per confrontare…

Eseguire il workflow di Version Comparison

Lo spazio `Agent` in Blast Audit supporta più chat in parallelo, quindi non serve un unico thread enorme per ogni domanda. Usare bene le tab rende più semplici i follow-up…

Usare in modo efficace le tab di Agent

L'area `Exports` del dashboard permette agli admin di mettere in coda job di export e scaricare i file finiti in un secondo momento. Funziona come una coda di lavoro, non…

Usare gli export del dashboard

Blast Audit raggruppa la configurazione dell'identità sotto `Identity integrations` nel dashboard. Da lì, owner e admin possono avviare WorkOS sia per `Single Sign-On` sia per `Directory sync`.

Configurare SSO e Directory Sync

William Karkegi

Workflow

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