Main app areas and where to go for common tasks.
This page describes the main areas of the app and where to go for common tasks.
Main areas
| Area |
Purpose |
| Dashboard |
Overview of recent activity, processing stats, and quick access to workflows. |
| Workflows |
Create, edit, and manage document processing workflows. |
| Integrations |
Add Zapier and n8n connections, manage their keys, and check the automations listening for events. |
| Files |
Upload, review, and export documents within a workflow context. |
| Statistics |
Usage and performance metrics for your account. |
| Subscription |
View plans, manage billing, and check usage limits. |
| Settings |
Account configuration and preferences. |
| Users |
Invite team members and manage roles. |
| Documentation |
Opens these guides in a new tab. They are public, so you can bookmark or share any page with your team. |
| Support |
Send a support request and browse frequently asked questions. |
Quick routing
| I need to... |
Go to |
| Set up a new document type |
Workflows |
| Upload or review a document |
Files |
| Connect Zapier or n8n |
Integrations |
| Check processing status |
Files or Dashboard |
| Change billing or plan |
Subscription |
| Add a team member |
Users |
| Check usage limits |
Subscription, Statistics, or the Dashboard Plan Usage card |
| Contact support or browse FAQs |
Support |