VIDEO GUIDES
Learn DocReveal in minutes.
Getting started
- User RegistrationCreate your DocReveal account: sign up, confirm the code from your inbox and name your first workspace.
- Getting Around the ApplicationA quick tour of the application: where everything lives, collapsible side panels and a layout that works on desktop, tablet and phone.
- Help That Follows Your WorkContext help at your fingertips: press ? or F1 and the Help Center opens on the topic of the screen you are working in.
- Report It Without Leaving Your WorkReport a bug, ask a question or suggest an idea from any screen — attachments and context travel with your request.
Business cases
- Logistics & Supply Chain, One Chat AwayA RAG Agent works through 12 shipping documents — sea, air and road, plus invoices and orders — and answers like an analyst.
- Accounts Payable, One Chat AwaySix questions an accounts payable team asks its invoices, orders and bank statement: what is due, a duplicate, a broken total and a payment run.
- Contracts & Legal, One Chat AwayAsk a portfolio of contracts the questions legal hears every week — like who caps liability — in plain language, in one chat.
- Staffing & Talent, One Chat Away20 CVs in four languages and six questions a staffing team asks — like who is free from 1 October.
Documents & files
- Every Document in One PlaceA full tour of File Manager: upload, find and open documents, see why one needs your attention and follow every processing step.
- One Label, Every WorkflowCreate labels, tag documents in File Manager, find them in the Explorer and see agents, flows, RAG chat and MCP put them to work.
- One Chat, Every ToolGet RAG chat answers as tables, charts, timelines and graphs, open the cited line – and let the same chat work across DocReveal.
Workspace & account
- Tenant OffboardingClose a workspace for good: what is locked first, what gets deleted and how integrations and analytics are cleaned up.
- Invite a Colleague to Your WorkspaceFrom User Manager: enter a teammate’s e-mail, pick a role and DocReveal sends a ready-to-use invitation.
- Accept Your InvitationYour first sign-in from an invitation: the temporary password from the e-mail, your own password, and you are in.
For IT & developers
- Register a New AgentConnect an AI agent in three steps, grant only the capabilities it needs and name its key after the agent.
- Run Your First Agent TaskGive a connected agent its first task: it reads a sample invoice as validated data — no copies, no database logins.
- Connect Your First ServicePick from 140+ ready-made connectors and sign in once with OAuth — no passwords are shared with DocReveal.
- Build Your First Integration FlowTurn understanding into action: build a flow that e-mails your team the moment a document is validated.
- Connect Once, Use EverywhereConnect a mailbox, your bank and your own API in the Connection Hub – then let flows, agents and RAG chat put the connections to work.
- Hand It Over, Keep the Final SayBuild agents in plain words, test them in the Studio, publish once the eval set says GO – and answer their questions in Activity.
Analytics & dashboards
- Read Your Documents as DataAnalytics Manager turns extracted fields into datasets: filter them, catch a duplicate invoice, save views and export — no SQL.
- Build Your First DashboardTurn the same datasets into charts and publish them as a dashboard your team can open.
Tariffs & billing
- Subscribe to a TariffCompare plans, pick a tariff and subscribe — your billing month starts on the day you pay.
- Invoices & Cancelling a SubscriptionFind invoices and payment history, manage your plan and cancel — cancelling stops the renewal, and there is an undo.