Georgina from the Fenergo product team introduces the ability create a virtual document within Fenergo, meaning a fileless document that is a representation of a document that can be linked to items such as entities, journeys, document requirements and so on. Unlike a standard document model uploaded to the system, the file that the virtual document represents in not stored in Fenergo SaaS, and instead is stored elsewhere and can be accessed via a URL. Virtual documents can be used in most parts of the application where standard documents can be created and maintained, including some areas using v1 document components. Please refer the user guide for the full list of areas and for further detail on this feature.
Clodagh from Fenergo demonstrates how fields can now be triggered on the document upload modal and create virtual document modal in a documents task and on the entity profile using entity data.
Georgina from the Fenergo product team introduces the ability create a virtual document within Fenergo, meaning a fileless document that is a representation of a document that can be linked to items such as entities, journeys, document requirements and so on. Unlike a standard document model uploaded to the system, the file that the virtual document represents in not stored in Fenergo SaaS, and instead is stored elsewhere and can be accessed via a URL. Virtual documents can be used in most parts of the application where standard documents can be created and maintained, including some areas using v1 document components. Please refer the user guide for the full list of areas and for further detail on this feature.
Tariq from Fenergo demonstrates some significant enhancements to the document generation domain, including the component library and template designer. This video should be watched after watching the first Document Generation video, as it builds on fundamental concepts.
Amrish from Fenergo’s product team provides an overview of the system’s intelligent document processing capabilities. He demonstrates how the system can automatically process uploaded documents, classify them, extract metadata, and link them to document requirements. He also shows how the system can split documents into individual components, correct extraction errors, and review extracted data before committing it to the entity record.
Tariq from Fenergo introduces the document generation domain, a feature that allows documents to be natively generated within Fenergo. He demonstrates how data captured and stored within the application can be structured and styled onto a document. He also shows how documents can be generated with data from various sources, and how these documents can be used to complete document requirements. He further explains the process of configuring document generation, including creating a lookup list, setting up a naming convention, and configuring templates.