AXIX IDP
Presets, roles, capacity, and optional page quotas
Administrators who configure bank-statement and generic presets, set review defaults, manage access, and align capacity — including optional page quotas through the Axix portal. They keep AXIX IDP stable for ops and reviewers while giving leadership clear guardrails.
Guardrails fail when presets live in private notes
Admins use Settings for presets, roles, and capacity — including optional page quotas via the Axix portal — and Schema Discovery for controlled promotion of new document shapes. Stability for ops starts here.
Modules on this path
Admins opens these surfaces first
Stay inside one Intelligent Document Processing workspace while specializing the job.
- Settings: Presets, capacity, and admin controls in one control room.
- Schema Discovery: Learn the shape of a document before fields go live.
- Documents: See every file move from intake to signed-off fields.
- Agent chat: A guided assistant for pipeline status and document tasks.
Module detail
What each linked module contributes
Configure bank-statement and generic presets, review preferences, and admin capacity — including optional page quotas via the Axix portal. Explore layouts, candidate fields, and structure so extraction schemas fit your bank statements and forms — not a one-size template. A living workspace for every statement, form, and packet in flight — status, confidence, and review ownership in one place. Chat with an agent that understands your AXIX IDP workspace — queue health, document status, and next review actions.
- Settings
- Schema Discovery
- Documents
- Agent chat
Pipeline still applies
Role focus never skips the fundamentals.
Upload
Bring PDFs and scans into AXIX IDP — single files or mixed batches — and choose bank-statement or generic presets.
Read
AXIX IDP reads each page so text and layout become usable for classification and field work.
Classify
Documents are typed and routed so the right schema and review path apply — statements vs. generic forms.
Extract
Fields, tables, and repeating rows are pulled into structured results ready for human confirmation.
Review
The review dashboard surfaces confidence, exceptions, and ownership so ops and analysts can sign off.
Admins in practice
Presets
“Bank statement and generic defaults that ops can trust.”
“Presets, roles, capacity, and optional page quotas — without leaving the AXIX IDP workspace.”
Admins FAQ
No. It highlights modules inside AXIX IDP that admins teams open most. The same pipeline and presets remain available.
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, Admins stays on that same path so solutions admins 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.
Suggested walkthrough from Admins
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.
See the Admins path live
Start a free trial or review pricing and optional page quotas with Axix.