DoxAI | Help

What options do I have to manage the Document Request?

You can go back to the dashboard by clicking the home icon. Here you will see all the Document Requests that you have created or that have been shared with you

By clicking on any Document Request, you can view its details.
The Document Requests that need your attention are flagged with a red flag.

You will also start getting notifications in the notification bell to view any change to a Document Request that you are watching!

You can perform the following actions on the Document Request:

Upload documents
Chat with Customers for any questions/comments regarding a document
View the documents or a single document image
Accept the documents
Reject the documents
Download Documents
Print Documents

Is it possible to upload documents on a Customer’s behalf?

Collectors can upload documents on behalf of their Customers using one of the following options:

Local System
Google Drive
Dropbox

This is a common scenario when the documents are sent to Collectors by their Customers directly via email.
After clicking on the “Upload” icon, a window is presented where the users can decide the upload method. When choosing Google Drive or Dropbox, the user will have to enter his credentials. As soon as a document has been uploaded, the document status will change to “Uploaded”

If multiple images or documents files are uploaded against a single document placeholder, they will be merged and stored as a single file.

What are the key features of Cross-Check AI?

Cross-Check AI offers features like custom checklists, complete audit logs, compatibility with zip files, virus scanning, bulk processing, and auto scaling for enhanced convenience.

How does the automation of Cross-Check AI benefit businesses?

The automation offered by Cross-Check AI allows organizations to save time, resources, and money on validation tasks, enabling more focus on other critical tasks requiring human attention. AI Cross-Check transforms data and document verification by providing automation through AI and Machine Learning, streamlining cross-check processes.

Can Cross-Check AI improve the speed of data validation?

Yes, Cross-Check AI significantly improves the speed and productivity of data validation, completing the process within seconds. AI CrossCheck reduces the need for extensive human involvement, ensuring consistent and accurate validation results for improved quality control.

How can I integrate Cross-Check AI into my products?

Cross-Check AI offers integration options through iframe, API, and custom integration. You can easily integrate our services into your products by copying and pasting our iframe solutions.

Can Cross-Check AI be customized for unique business requirements?

Yes, Cross-Check AI offers custom integration capabilities due to its modular architecture, allowing businesses to tailor the platform and services to their specific needs.

Is Cross-Check AI compatible with zip files and offers virus scanning functionality?

Yes, Cross-Check AI is compatible with zip files, making it convenient to process and validate data stored in compressed formats and AI CrossCheck includes virus scanning as one of its key features, ensuring the security and integrity of the documents and data being processed.

How does Cross-Check AI handle bulk processing?

Cross-Check AI offers bulk processing, allowing you to validate and cross-check a large volume of data and documents simultaneously, saving time and effort. Cross-Check AI is specifically designed to handle complex cross-checks efficiently using AI and Machine Learning algorithms, ensuring accurate results.

What kind of reporting does Cross-Check AI provide?

Cross-Check AI provides detailed reporting that summarizes the results of crosschecks, giving you insights into the validation process and any discrepancies found.

What kind of customer support does Cross-Check AI offer?

We provide comprehensive customer support to assist you with any inquiries or issues you may encounter. Our support team is available via email and phone to ensure a smooth experience. You can also reach out to us on: Contact us

Need further information?

Please do not hesitate to reach out to support@doxai.co, we are happy to help you if you need further assistance.