| Step | Item | Setting | Value | Note |
| 1 | AI file processing > Maintenance > Settings | Azure OCR endpoint | https://asamcoocr.cognitiveservices.azure.com/ | |
| 2 | AI file processing > Maintenance > Settings | Azure OCR key | Check with Stefan/Alex | |
| 3 | AI file processing > Maintenance > Settings | Oauth app client secret | Lastpass | Only if emailing is required |
| 4 | AI file processing > Maintenance > Settings | OCR job enabled | Enable | |
| 5 | AI file processing > Maintenance > Settings | AI job enabled | Enable | |
| 6 | AI file processing > Maintenance > Settings | OCR | Click Start | |
| 7 | AI file processing > Maintenance > Settings | Save | Save settings | |
| 8 | AI file processing > Maintenance > AI Services | Service provider | Azure | |
| 9 | AI file processing > Maintenance > AI Services | Name | Open AI | |
| 10 | AI file processing > Maintenance > AI Services | Model | gpt-4.1 | Can change over time |
| 11 | AI file processing > Maintenance > AI Services | Description | Open AI | |
| 12 | AI file processing > Maintenance > AI Services | API key | Check with Alex | use temp |
| 13 | AI file processing > Maintenance > AI Services | Test connection | Test connection | |
| 14 | AI file processing > Maintenance > File types | OCR enabled | Enable | Only for PO |
| 15 | AI file processing > Maintenance > File types | AI enabled | Enable | Only for PO |
| 16 | AI file processing > Maintenance > File types | System prompt | Collect data from an invoice.The user will supply a string[]. Return minified JSON, no other additional text. | Only for PO |
| 17 | AI file processing > Maintenance > File types | Format user prompt SQL function | _as_FormatUserPromptPurchaseOrderImport | Only for PO |
| 18 | AI file processing > Maintenance > Mailbox | Name | Custom | |
| 19 | AI file processing > Maintenance > Mailbox | Host | Provided by client | |
| 20 | AI file processing > Maintenance > Mailbox | Port | Provided by client | |
| 21 | AI file processing > Maintenance > Mailbox | SSL/TLS Enabled | Provided by client | |
| 22 | AI file processing > Maintenance > Mailbox | Authenticion method | Provided by client | |
| 23 | AI file processing > Maintenance > Mailbox | Login name | Provided by client | |
| 24 | AI file processing > Maintenance > Mailbox | Password | Provided by client | |
| 25 | AI file processing > Maintenance > Mailbox | Oauth authenticate | authenticate | |
| 26 | AI file processing > Maintenance > Mailbox | Test connection | Test connection | |
| 27 | AI file processing > Maintenance > Document Sources >Email | Name | Custom | |
| 28 | AI file processing > Maintenance > Document Sources >Email | Default file type | Select from list | |
| 29 | AI file processing > Maintenance > Document Sources >Email | Is active | Enable | |
| 30 | AI file processing > Maintenance > Document Sources >Email | Input filters | Set filters | |
| 31 | AI file processing > Maintenance > Document Sources >Email | Post process | set post processing | |
| 32 | AI file processing > Maintenance > Document Sources | Additional settings | Can differ per file type | |
| post processing proc | ||||
| enable line matching in app settings if required |
- Dashboard
- Evo Online
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- Evo Online
- EvoOnline
- AI Configuration
- Attachments
- AI Setup.xlsx
AI Setup.xlsx
Overview
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