DocuClipper’s New Project-Based Interface

Overview #

DocuClipper has introduced a new tree-based project management interface that helps you better organize and manage your documents. This new interface uses a two-level hierarchy:

• Level 1 (L1): Entities (e.g., companies, clients, or departments)
• Level 2 (L2): Projects under each entity

Getting Started #

Enabling the New View #

1. If you’re using the standard view, you’ll see a green notification banner with an “Enable New View” button
2. Click the button to switch to the new tree view
3. You can also switch between views using the dropdown menu at the top of the page

Creating Your First Entity #

1. Click the “Add Entity” button at the top of the page
2. Enter the entity name
3. Select which teams should have access to this entity
4. Click “Create” to save the entity

Creating Projects #

1. Expand an entity by clicking on it
2. Click “Add Project” under the expanded entity
3. Enter the project name
4. Click “Create” to save the project

Converting Documents #

Adding New Documents #

Each project card provides multiple options for document conversion:

1. Bank/Credit Card Statements

• Click “Add Documents” → “Bank/Credit Card Statements (PDF)”
• Perfect for bank statements and credit card statements

1. Bank Transactions (CSV)

• Click “Add Documents” → “Bank Transactions (CSV)”
• Use this for importing transaction data from spreadsheets

1. Invoices/Receipts

• Click “Add Documents” → “Invoices/Receipts”
• Ideal for processing business expenses and vendor invoices

1. Forms

• Click “Add Documents” → “Forms”
• Use this for tax forms and other standardized documents

1. Other Documents

• Click “Add Documents” → “Other Documents”
• For any document type not covered by the above categories

Viewing Converted Documents #

Each project card provides quick access to your converted documents:

• Click “View Bank/CC Statements” to see all bank-related documents
• Click “View Invoices” to access all processed invoices
• Click “View Forms” to see all converted forms
• Click “View Documents” to access other document types

Managing Unassigned Jobs #

If you have documents that were converted before setting up the project structure, you’ll see an alert indicating you have unassigned jobs. To assign these jobs to projects:

1. Look for the blue alert banner stating “You have X jobs that aren’t assigned to a project”
2. Click the “Assign Jobs” link in the alert
3. You’ll be taken to a page where you can bulk assign these documents to specific projects

Advanced Features #

Document Status Tracking #

Each project displays status badges for different document types:

• Bank/CC Statements: Shows reconciliation and categorization status
• Invoices: Displays approval and pending status

Advanced Analysis #

Each project provides access to advanced analysis tools:

1. Flow of Funds Tracking
2. Match Detection
3. Cash Flow Analysis

Fraud Detection #

Built-in fraud detection features help verify document authenticity:

• Document verification scoring
• Fraud signal detection
• Access these features through the “Go To Fraud Detection” link in each project

Managing Access #

• Entity-level permissions can be managed through team assignments
• Administrators can modify team access by editing the entity settings
• Projects inherit access permissions from their parent entity

Search and Navigation #

• Use the search bar at the top to quickly find entities or projects
• Entities can be expanded/collapsed for easier navigation
• Recently viewed entities remain expanded for quick access

Remember to organize your documents into appropriate projects to maintain an efficient workflow and make the most of DocuClipper’s organizational features.