Improvement
You can now select any fields captured from your documents to be shown in the list view of your Extract data screen. Learn more
Customise your Files List View
Retry exports
Improvement
You can now retry exports without having to unapprove and reapprove files
File Edit History
New
You can now track all the edits made to a file along with who made those changes.
This feature is available as a separately billable add on for customers on the Enterprise Tier
Access Control / User Roles
New
You can now assign a specific role to a team member. Each of the specific roles have a different set of permissions.
This feature is available as a separately billable add on for customers on the Enterprise Tier
When adding a team mate you can select their role, from the dropdown below
The permissions for each of the role is shown below:
Document Classification and Routing
New
This feature lets you automatically classify and send documents to your respective OCR models.
For eg:
Let's say you want to discard all non-invoice documents sent by your users within Nanonets. You can now do this by creating a document classification model and then routing only the invoice documents to the correct OCR model
Another example is, the ability to route receipts, invoices and purchase orders, i.e different document types to the correct OCR models. You can create a document classification model with 3 labels for each of these 3 documents and then select which OCR model you want the documents to flow to
Skip to a Page number
New
When reviewing multi-page documents, you can now search for and jump to the page number you want to review.
Easier Table Editing
New
Editing or Annotating Tables just got better! We've updated our Table annotation tool (a feature on the Pro plan or above) to allow for faster and easier editing. Users will now be able to:
- Click to Split rows or columns
- Append rows or columns to the ends of the grid
- Exclude Headers from auto-captured tables
Watch our tutorial on Table annotation to see how this works:
Customise the All files View
New
You can now edit the columns displayed on the Extract data view where all your files are listed. You can toggle the visibility for and change the positions of the following columns:
- File name
- Validation status
- Review status
- Last modified at (New)
- Uploaded at
- Uploaded by (New)
- Assigned to
The columns displaying the seller name and invoice amount will be shown on the Invoice pre-trained models by default.
The Last modified at column will sort files by the timestamp they were last edited at. This would include Labels or text edited/deleted/added, Post-processing/formatting run or Review Status changed on the file.
Move files back to a previous stage
New
If you have multiple review stages in your approval workflow, you will now be able to move files back to previous review stages, in case they were moved forward erroneously by the previous reviewer.
Mark files as Rejected
New
You can now assign a new status to your documents - Rejected. Once you Reject a document, it will be rendered uneditable and will not be processed further down your workflow. You will be able to search for rejected files using the Filters on the All files page.