Getting started with DocuTract

What DocuTract does

DocuTract turns document busywork into a single action. You give it a .docx template once, then for each new deal you upload the scans it needs: a passport, an extract, an invoice. DocuTract reads the text, fills in the right names, dates and amounts, and gives you a finished document as .docx and PDF.

Every value keeps a note of where it came from: the document and the page it was read on. So when somebody asks "where did this number come from?", there is always an answer.

Three ways to get a template

A template is your document with the changing parts marked as fields, plus a list of the scans that fill those fields. You can get one in three ways:

1. Start from a blank with {{fields}}. Write {{tenant_full_name}} or {{contract_date}} in Word wherever the text changes, upload the file and tell DocuTract where each field comes from. See Create a template from a blank.
2. Start from a finished document. Upload a contract you have already signed, with real names in it. The AI suggests which values change from deal to deal and turns them into fields; you decide which suggestions to keep. See Create a template from a finished document.
3. Take a ready template from the library. Common forms such as employment orders, acts of works, invoices and leases are already prepared. See Ready-made templates.

Filling a document in four steps

Once a template exists, every document follows the same path:

1. Choose a template. On the Templates page press Fill on the one you need.
2. Upload the scans. Each required document has its own slot. PNG, JPG and PDF are accepted, and a document can have several pages.
3. Check the data. DocuTract shows what it recognised, with a confidence colour for each value so you know where to look first. Correct anything that is wrong, then press Save and continue.
4. Download. The finished document is ready in seconds: Download .docx or Download PDF.

The full walkthrough is in Fill a document from scans.

Where to go next

• Documents with a list of goods or services: Tables with a variable number of rows.
• Clauses that appear only sometimes: Conditional blocks and template versions.
• Several documents from one set of scans: Cases.
• Let your client upload the documents: Collecting documents from the client.
• Many documents at once: Batch generation.
• Plans and quotas: Billing and plans.

If something is unclear, the FAQ answers the most common questions, and the contact page reaches a person within one business day.