Bank statement and generic preset configuration
Part of Settings inside AXIX IDP.
AXIX IDP
Presets, capacity, and admin controls in one control room.
Settings is where admins and power users shape how AXIX IDP behaves for their organization. Choose presets, tune review defaults, manage who can approve extractions, and align capacity with optional page quotas managed through the Axix portal. Operations get a stable workspace; leadership gets clear limits and configuration without opening a change ticket for every tweak.
Primary users: Admins
Configuration should not live in someone’s head
Settings is the control room for presets, review defaults, roles, and admin capacity — including optional page quotas managed through the Axix portal. Ops gets consistency; leadership gets guardrails.
Settings
Governance without slowing the daily document grind.
Configure bank-statement and generic presets, review preferences, and admin capacity — including optional page quotas via the Axix portal.
- Bank statement and generic preset configuration
- Review and exception defaults
- Role-aware access for ops, reviewers, and admins
- Admin config for capacity and organizational defaults
What Settings includes
Review and exception defaults
Part of Settings inside AXIX IDP.
Role-aware access for ops, reviewers, and admins
Part of Settings inside AXIX IDP.
Admin config for capacity and organizational defaults
Part of Settings inside AXIX IDP.
Optional page-quota alignment via the Axix portal
Part of Settings inside AXIX IDP.
Notification and handoff preferences
Part of Settings inside AXIX IDP.
Workspace branding and naming for internal teams
Part of Settings inside AXIX IDP.
Safe changes with clear impact on active queues
Part of Settings inside AXIX IDP.
Settings 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. Settings stays available as the packet moves.
Read
AXIX IDP reads each page so text and layout become usable for classification and field work. Settings stays available as the packet moves.
Classify
Documents are typed and routed so the right schema and review path apply — statements vs. generic forms. Settings stays available as the packet moves.
Extract
Fields, tables, and repeating rows are pulled into structured results ready for human confirmation. Settings stays available as the packet moves.
Review
The review dashboard surfaces confidence, exceptions, and ownership so ops and analysts can sign off. Settings stays available as the packet moves.
Angles on Settings
Presets
“Bank statement and generic defaults for every upload.”
“We finally have one place for presets and capacity that ops can trust.”
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.
- Documents: See every file move from intake to signed-off fields.
- Upload: Drop packets in; the pipeline starts without a ticket.
- Schema Discovery: Learn the shape of a document before fields go live.
Settings FAQ
Admins and designated power users. Day-to-day reviewers stay focused on Documents and discovery.
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, Settings stays on that same path so products settings 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.
4
Core stages: read, classify, extract, review
2
Built-in presets: bank statement & generic
6
UI areas from Documents to agent chat
1
Workspace after login — left nav + top bar
Suggested walkthrough from Settings
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
★★★★★
We upload PDFs, AXIX IDP reads and classifies them, and Documents shows status plus extracted fields — digitize bank statements and forms without rebuilding the grid by hand.
Sara MalikOperations / back-office
01 / 01
Try Settings in AXIX IDP
Governance without slowing the daily document grind. Start a free trial or talk to Axix about your document volume.