General

Create Custom Tags
Create custom tags to teach new logic to Zendoc's AI for better document tagging There are several reasons why adding custom tags to your documents...
Mon, May 23, 2022 at 11:56 PM
Create Docbots
Docbots are restless. They work for you 24/7.  Setting up a new Docbot is as simple as 1. 2. 3 The "Force Majeure" Example In this example, we...
Wed, Jun 9, 2021 at 12:58 PM
Delete your Zendoc Organization Account
This article shows the steps to permanently delete your Zendoc organization account ⚠️ WARNING: Before deleting your account, you should know that this ...
Wed, Jun 9, 2021 at 12:59 PM
Download Documents
Download an imported document (without its tags)  INFO: Watch our video tutorial at the bottom of this page. Step 1: Open your Document There a...
Thu, Jun 17, 2021 at 8:50 AM
Export Search Results to Excel
Export a list of documents to Excel and create a report with key information and parameters INFO: Watch our video tutorial at the bottom of this page. ...
Thu, Jun 17, 2021 at 8:51 AM
Form detection and field extraction
Extract fields from forms and other documents Zendoc has the ability to automatically extract fields from forms. To do so, once the file has been brough...
Wed, Apr 27, 2022 at 6:56 AM
How to assign a user to a workspace
After inviting a new user to your organization, the new user may not see any documents. This can happen if during the invitation wizard the administr...
Mon, Oct 25, 2021 at 2:02 AM
Import Documents into Zendoc
You can choose different options to import documents into Zendoc INFO: Watch our video tutorial at the bottom of this page. Connected Apps The best w...
Thu, Jun 17, 2021 at 8:51 AM
Know the outcome of a connected-app scan or manul import
For each Connected app, you can review the result of the scan process by clicking on the clock icon on each connector. You can also click on the import ...
Mon, May 23, 2022 at 11:40 PM
Link documents
Link documents together There are several reasons why you wish to link documents together  Group amendment or appendix with the orig...
Fri, Aug 6, 2021 at 3:00 AM