TextMine

Making corrections in Vault

An introduction to Vault teams

Validating predictions in Vault

Learn how to get started with Vault in this 1 minute video

A quick tour of Vault (Video)

Creating manual fields in Vault

Correct a document type when it has been misclassified

How to change a document type in Vault

Documents and tags Vault has been fine-tuned on

Vault supported documents and tags

The generic tags Vault will look to extract from a Master Service Agreement

Vault Master Service Agreement Tags

Tags Vault will look to extract when presented with a supplier agreement

Vault Supplier Agreement Tags

Tags Vault will look to extract when presented with a NDA

Vault NDA Tags

Tags Vault will look to extract when presented with a service agreement

Vault Service Agreement Tags

Tags Vault will look to extract when presented with a consultancy agreement

Vault Consultancy Agreement Tags

Tags Vault will look to extract when presented with an invoice

Vault Invoice Tags

Tags Vault will look to extract when presented with a PO

Vault Purchase Order Tags

Tags Vault will look to extract when presented with an Order Form

Vault Order Form Tags

Vault Utility Bill Tags

Charles Brecque

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.