Prerequisites 

• SoftExpert Copilot as part of the solutions acquired by the organization.                 
• Cloud-hosted SoftExpert Suite environment.
• Pre-configured Azure AI Document Intelligence integration API.
• Access the Settings menu > Integration Center (COP010).

Presentation

The IDP tab, available in the Copilot Integration Center, is used to configure the API responsible for the automated extraction of data from files uploaded to the system.

Intelligent Document Processing (IDP) allows structured information to be extracted from documents such as forms, PDFs, and images, optimizing operational workflows involving reading, filling out, and analyzing data.

This article outlines the procedure for configuring the IDP API.

Configure IDP API

1. To configure, go to the Settings menu > Integration Center (COP010).

2. Click on the IDP tab and then on the Associate button.

3. Select the desired API, which can be Azure AI Document Intelligence (previously registered) or SoftExpert Suite, which is already registered by default.

4. Click on .

5. The associated API will be displayed in the IDP tab . If the associated API is SoftExpert Suite, it will be possible to view the current month's usage , based on the number of documents processed.

To remove the API, select the desired option and click Disassociate.

Conclusion

With the IDP API properly configured, SoftExpert Copilot can be used to automate the reading and extraction of data from documents, increasing productivity, reducing errors, and promoting greater efficiency in the organization's operational processes.