Unified queue across presets and document types
Part of Documents inside AXIX IDP.
AXIX IDP
See every file move from intake to signed-off fields.
Documents is the operational heart of AXIX IDP. Operations and reviewers open a single queue to track each file through reading, classification, field extraction, and human confirmation. Filters surface stalled work, low-confidence extractions, and bank-statement batches ready for finance handoff — without hopping between folders or spreadsheets.
Primary users: Operations / Analysts & reviewers
When status lives in chat threads, packets stall
Documents centralizes status, confidence, and assignees so shifts hand off cleanly. Reviewers open exceptions first; ops sees what is still waiting — without hunting email.
Documents
One queue replaces scattered inboxes and mystery PDFs.
A living workspace for every statement, form, and packet in flight — status, confidence, and review ownership in one place.
- Unified queue across presets and document types
- Status from intake through review sign-off
- Confidence and exception highlighting
- Assignee and review ownership
What Documents includes
Status from intake through review sign-off
Part of Documents inside AXIX IDP.
Confidence and exception highlighting
Part of Documents inside AXIX IDP.
Assignee and review ownership
Part of Documents inside AXIX IDP.
Batch views for bank-statement runs
Part of Documents inside AXIX IDP.
Search by customer, account, period, or file name
Part of Documents inside AXIX IDP.
Export-ready field packages after approval
Part of Documents inside AXIX IDP.
Audit trail of who changed what and when
Part of Documents inside AXIX IDP.
Documents in the wider pipeline
How this module connects to upload → read → classify → extract → review.
Upload
Bring PDFs and scans into AXIX IDP — single files or mixed batches — and choose bank-statement or generic presets. Documents stays available as the packet moves.
Read
AXIX IDP reads each page so text and layout become usable for classification and field work. Documents stays available as the packet moves.
Classify
Documents are typed and routed so the right schema and review path apply — statements vs. generic forms. Documents stays available as the packet moves.
Extract
Fields, tables, and repeating rows are pulled into structured results ready for human confirmation. Documents stays available as the packet moves.
Review
The review dashboard surfaces confidence, exceptions, and ownership so ops and analysts can sign off. Documents stays available as the packet moves.
Angles on Documents
Queue
“Filter by preset, confidence, or assignee across the whole batch.”
“The queue finally answers what is blocked and who should open it next.”
Related modules
Stay inside the same Intelligent Document Processing workspace
AXIX IDP modules share status, presets, and review ownership — so switching surfaces never loses the packet.
- Upload: Drop packets in; the pipeline starts without a ticket.
- Schema Discovery: Learn the shape of a document before fields go live.
- Settings: Presets, capacity, and admin controls in one control room.
Documents FAQ
No. It covers bank-statement and generic presets — any packet in the AXIX IDP pipeline.
From the product overview
AXIX IDP turns unstructured documents into trusted fields
AXIX IDP is Axix Technologies’ Intelligent Document Processing workspace: teams upload PDFs and similar packets, the system reads and classifies them, extracts structured fields (including tables), and reviewers validate results in a web dashboard — with optional page-quota integration against the Axix customer portal. On this page, Documents stays on that same path so products documents never becomes an orphan folder.
- Read → classify → extract → review dashboard
- Bank statement and generic presets built in
- Page usage can tie to axixtechnologies.com plan limits
Who AXIX IDP is for
Three roles from the product brief — same workspace, different first clicks.
Operations / back-office
Digitize bank statements, invoices, forms at scale — Upload starts the pipeline; Documents tracks progress.
Analysts / reviewers
Check extracted fields, fix gaps, export results — open status, classification, and field grids in Documents.
Admins
Configure schemas, settings, and access — Schema Discovery for new types; Settings for portal linkage and capacity.
1
Workspace after login — left nav + top bar
4
Core stages: read, classify, extract, review
2
Built-in presets: bank statement & generic
6
UI areas from Documents to agent chat
Suggested walkthrough from Documents
The same first path the product overview recommends — adapted for every marketing route.
Sign in and open the workspace
After login you get AXIX IDP with left navigation: Documents, Upload, Schema Discovery, Settings, plus knowledge and agent chat where enabled.
Upload a document
Send one or more PDFs to start the pipeline. Track progress from the Documents list while reading, classification, and extraction run.
Review in Documents
Open a packet for status, extracted fields, classification, and page artifacts. Reprocess or remove items when needed; export when fields are trusted.
Refine schemas and capacity
Use Schema Discovery when onboarding a new document type. Admins use Settings for portal / account linkage and processing preferences — including page limits against the Axix portal.
What document teams notice on AXIX IDP
★★★★★
Bank-statement presets pull account, holder, period, balances, and transactions. Generic covers title, date, parties, amounts, and key-values until we refine the schema.
James WhitfieldFinance operations
01 / 01
Try Documents in AXIX IDP
One queue replaces scattered inboxes and mystery PDFs. Start a free trial or talk to Axix about your document volume.