Getting Started with InnDoc AI

Prerequisites

Before getting started with InnDoc AI, ensure the following requirements are met:

Company registration with InnDoc AI: You can start with a free 7-day trial. After the trial period, you can purchase licenses to continue using the platform. If needed, you can also reach out to our team to help register your company and provide access to designated users.

Device & platform access

• Web access: InnDoc AI is accessible via a web application, allowing users to upload, analyze, compare, and manage documents.
• Supported file formats: The platform supports DOCX, and PDF file formats for seamless document processing.
• Each user must have a valid email address to receive an invitation and complete account setup.

User roles & permissions

User roles in InnDoc are categorized into Admin, Member, and External user, which defines access levels and permissions to ensure secure and efficient collaboration.

• Super Admin: Has full access to all features, including document management, workflow configurations, checklist setup, user administration and billing. Only one Super Admin can exist within one organisation.
• Admin: Has full access to all features, including document management, workflow configurations, checklist setup, and user administration. Only difference between Admin and Super Admin is that Org Admin does not have access to billing.
• Member: Part of the organization but does not have access to system settings, such as configuring checklists or tags. Members can work on assigned documents, Projects, Workspaces and collaborate within approved workflows.
• External user: Not part of the organization but can be invited to review, approve, or sign documents. Access is restricted to specific tasks assigned by an Admin or Member.

Access and initial setup

Once the prerequisites are met, follow these steps to configure InnDoc AI for your organization:

1. Admin access & system configuration

• The designated Admin will receive an email invitation from the InnDoc AI support team containing instructions for accessing the InnDoc AI web application.
• Upon logging in, the Admin will be guided through the initial system configuration with an interactive tour across the platform.

1. Inviting team members

• Admins can onboard Members by sending email invitations from the platform.
• Each Member will receive an email invitation to complete their account registration and gain access to the platform.

3. Establishing the document repository

• Admins can upload existing project documents to the InnDoc AI repository. Bulk document uploads into the platform can be performed using “.zip” files.

System Configuration (Admin Setup)

Once the initial setup is complete, Admins can further refine InnDoc AI to align with organizational workflows and document management requirements.

1. Define document structures

• Users can choose from a set of predefined document types, such as Contracts, Agreements, RFQs etc.
• Alternatively, organizations can configure custom document types to match their specific operational needs.

2. Customize checklists

• Users can configure custom checklists based on project or compliance requirements.
• Standard checklists are readily available within InnDoc AI and can be used if they align with the organization's needs, reducing setup time and ensuring industry best practices.

3. Configure tag types for quick reference

• Users can define custom tag types to highlight key information within documents, facilitating faster search and retrieval.
• Bulk tag-types setup can be performed using Excel formats, streamlining the process for large-scale document management.

These configurations enable users to fully leverage InnDoc AI’s advanced AI capabilities, improving document management, strengthening compliance tracking, and enhancing workflow efficiency through intelligent automation.