How to configure the Document Manager

Set up the Document Manager agent to automatically process and file supplier documents.

How to configure the Document Manager

1. Open Agent Settings

   Go to ChemCloud AI → Agent Settings → Document Manager.

2. Enable the agent

   Toggle the Document Manager on. When enabled, it will process documents sent to your ChemCloud AI email address.

3. Configure notifications

   Set up notifications for when documents are processed, when documents are expiring, and when required documents are missing.

4. Save your settings

   Click Save. The agent will now process documents based on your configuration.