Document Ingestion Process

This document outlines the process for utilizing the document ingestion feature within the Truepeer platform. The steps demonstrate how to change the fiscal year to a financial year in Salesforce and customize the document format to fit specific requirements.

Step 1

To initiate the document ingestion feature within the Truepeer platform, begin by recording a video that illustrates how to change a fiscal year to a financial year on Salesforce. Once the video is recorded, navigate to the document section. This is the initial format provided by Truepeer as the default document.

Step 2

Upon accessing the document section, click on the edit option. Here, you can choose from various available formats.

Step 3

Select the preferred format from the available options. Apply the format to the recorded video to ensure consistency.

Step 4

The document will process for a few seconds, then appear in the selected format. It will provide step-by-step guidance with the appropriate logos and format. If needed, you can revert and select another format.

Step 5

If another format is needed, simply process the current document using the newly chosen format.

Step 6

Allow a moment for the new format to take effect. The document will then present in the specified format, complete with tables and other required elements. You may also edit the document by adding more data or functions.

Step 7

To modify the size of any element, navigate to the desired section and apply the required changes.

Step 8

To insert a new image, initiate the image addition process.

Step 9

Click on the option to add an image and select the desired screenshot.

Step 10

To begin with a specific screenshot, such as 0001, initiate the screenshot process.

Step 11

External screenshots can also be selected and uploaded. Bold formatting is available for emphasis on specific text.

Step 12

Incorporate hyperlinks as needed to direct users to additional resources.

Step 13

Apply underlining to highlight important information within the document.

Step 14

Leverage AI capabilities for custom instructions and further document customization.