📄️ Managing Documents
The Documents Feature in Fenergo SaaS allows users to upload and manage documents relating to an Entity that they are onboarding / reviewing.
📄️ Document Management V2
This user guide covers the functionality which is applicable to and introduced by the DocumentsV2 task as well as the new Document Types Configuration to support the Acceptable Documents functionality in the new task.
📄️ Document Management Datakeys and Document Persistence
Adding Document Requirement Datakeys
📄️ Using the Document Agent
The introduction of the Documents v2 task included the concept of 'Acceptable Documents' and a new user experience which uses this concept to introduce efficiency into the process and allows users to be guided by the system. Intelligent Document Processing (IDP) is the next step in the evolution of the Documents v2 task and it has been embedded as a configurable option. Ultimately IDP allows users to drop one or more documents into the dropzone and with the use of generative AI and Large Language Models (LLMs) amongst other tools, the system takes care of the rest, from classifying the documents, extracting relevant document metadata, linking the documents to the relevant requirements and even completing the task automatically in the happy path scenario.
📄️ Document Generation
The Document Generation feature allows documents to be natively generated within FenX and compliments our current document management capabilities. Data that is captured and stored within the application can be structured and stylised onto a document.
📄️ Using Virtual Documents
This guide aims to describe what Virtual Documents are and outline the areas within the application that they can be used.
📄️ Document Assignment
Previously in Fenergo, document sharing across multiple entities within a tenant was limited to the use of Entity Groups. This approach presented several key limitations:
📄️ Document Deferral
Overview