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Atlas Verified Help Center article about Upload documents.

Upload documents

Atlas Verified Help Center article about Documents workspace overview.

Documents workspace overview

Atlas Verified Help Center article about Set and change document type.

Set and change document type

Atlas Verified Help Center article about Document classification and AI processing.

Document classification and AI processing

Atlas Verified Help Center article about Document detail: preview and extracted data.

Document detail: preview and extracted data

Atlas Verified Help Center article about Document connections graph.

Document connections graph

Atlas Verified Help Center article about Link documents to shipments and suppliers.

Link documents to shipments and suppliers

Atlas Verified Help Center article about Bulk actions on documents.

Bulk actions on documents

Atlas Verified Help Center article about Search, filter, and sort documents.

Search, filter, and sort documents

Atlas Verified Help Center article about Delete documents.

Delete documents

Atlas Verified Help Center article about Documents on supplier and shipment panels.

Documents on supplier and shipment panels

Atlas Verified Help Center article about Request a signature from a document.

Request a signature from a document

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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