Blast Audit

W Blast Audit jakość dopasowania najczęściej poprawia się jeszcze zanim zmienisz jakiekolwiek reguły. Czysta struktura folderów w `Document Organizer` daje `Document Matching` mniejszy i bardziej trafny zestaw dokumentów do przeszukania.…

Strategia folderów dla czystego dopasowania

Blast Audit daje trzy sposoby określania zakresu dopasowania dokumentów: `All documents`, `Use document folders` i `Choose specific documents`. Wybór właściwego trybu ma większe znaczenie niż większość ustawień zaawansowanych. Część interfe

Wybierz właściwy tryb dopasowania

Ostatni krok w `Document Matching` to miejsce, w którym Blast Audit zapisuje wyniki z powrotem do Excela. Czyste mapowanie kolumn zapobiega błędom, których można łatwo uniknąć, takim jak zduplikowane wyniki,…

Mapuj kolumny bez błędów

Szablony dopasowania pomagają Blast Audit utrzymywać te same mapowania i reguły w powtarzalnych zadaniach. W dodatku szablon dopasowania przechowuje mapowanie kolumn, ustawienie wiersza nagłówków, tryb wyboru dokumentów i reguły dopasowania

Zapisuj i używaj ponownie szablonów dopasowania

Blast Audit potrafi dostrajać dopasowanie kolumna po kolumnie. `Advanced Options` są przydatne, gdy domyślny przebieg jest bliski oczekiwań, ale jeszcze nie całkiem trafny. Nie są pierwszą rzeczą, po którą warto…

Korzystaj z zaawansowanych opcji dopasowania

`Form Extraction` w Blast Audit pozwala przechwytywać powtarzalne pola z PDF-ów, podglądać je w wielu dokumentach, a następnie użyć `Export to Excel`. W zależności od środowiska Office workflow może otworzyć…

Uruchom workflow ekstrakcji formularzy

`Version Comparison` w Blast Audit podświetla tekst dodany do jednej wersji dokumentu albo usunięty z niej w porównaniu z drugą. Najlepiej sprawdza się przy rzeczywistym przeglądzie wersja-do-wersji, a nie przy…

Uruchom workflow porównania wersji

Przestrzeń robocza `Agent` w Blast Audit obsługuje wiele równoległych czatów, więc nie potrzebujesz jednego ogromnego wątku do każdego pytania. Dobre używanie kart ułatwia działania następcze i pomaga śledzić zadania w…

Korzystaj efektywnie z kart `Agent`

Obszar `Exports` w dashboardzie pozwala administratorom kolejkować zadania eksportu i później pobierać gotowe pliki. Działa jak kolejka zadań, a nie ekran natychmiastowego pobierania.

Korzystaj z eksportów w dashboardzie

Blast Audit grupuje konfigurację tożsamości w `Identity integrations` w dashboardzie. Stamtąd właściciele i administratorzy mogą uruchomić WorkOS zarówno dla `Single Sign-On`, jak i `Directory sync`.

Skonfiguruj SSO i synchronizację katalogu

William Karkegi

Workflow

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