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Settings

Step 1: Understand the Purpose​

  1. The Basic Settings Page allows admins to configure core behaviours of the Paptra application.
  2. These settings affect how data is saved, how notifications are handled, and whether data is pushed to external APIs.

Settings Page

Step 2: Manage Notifications​

  1. Find the Notifications setting.
  2. Toggle the switch to On to receive alerts for important updates.
  3. Toggle to Off to disable notifications.

Step 3: Configure Auto-Save​

  1. Locate the Auto_save setting under the "general" tab.
  2. Toggle the switch to On to enable automatic saving of extracted data.
  3. A modal will appear prompting you to select the number of days for which the data should be retained.
    • Available options range from 7 to 365 days.
    • After the selected duration, the data will be deleted and no longer accessible.
  4. Confirm your selection to activate auto-save.

Auto Save Duration Modal

Step 4: Control API Push​

  1. Locate the Api_push setting.
  2. Toggle the switch to On to automatically push extracted data to an external API during processing.
  3. Toggle to Off to disable API integration.

Step 5: Configure Mail Service Automation​

The Mail Service Automation module enables intelligent email processing for invoice extraction and data capture.

  1. Navigate to the Automation tab and locate the Mail_service setting.

  2. Toggle the switch to On to enable automated email processing.

  3. A configuration modal will appear with the following fields:

    • Email Address: Enter the mailbox to monitor for incoming messages.

    • App Password: Provide a secure, application-specific password from your email provider (e.g., Gmail).

    • Provider: Select a supported provider or choose Custom to manually enter IMAP details.

      When Custom is selected, fill in:

      • IMAP Host (e.g., imap.gmail.com)
      • IMAP Port (e.g., 993)

    • Time Interval: Choose how often the system checks for new emails:

      • Options include 10 Minutes, 15 Minutes, 2 Hours, 3 Hours, and more.

    • Keywords: Enter comma-separated keywords to filter emails by subject line

      • Only emails matching these keywords will be processed.

    • Template: Select one predefined template to define how extracted data or attachments are processed.

    • Enable Multi-Page Processing: Toggle this switch to allow processing of multi-page attachments.

  4. Click Confirm to save and activate the email automation workflow.

  5. Click Cancel to discard changes.

Email Automation Configuration Modal

Step 6: Configure Auto Extraction Automation​

The Auto Extraction Automation module enables intelligent template auto-detection for document uploads.

  1. Navigate to the Automation tab and locate the Auto Extraction setting.

  2. Toggle the switch to On to enable automated template classification.

  3. A configuration modal will appear with the following fields:

    • Configure Auto-Extraction: Enable intelligent automation. If auto-detection fails (e.g. no matching keywords found), the system will use the Default Template selected below as a safety net.
    • Fallback Default Template: Select one predefined template from the dropdown menu to serve as your backup processing profile.This template is used only when no specific rule matches the uploaded document.
    • Click Enable Automation to save and activate the intelligent template routing workflow.
    • Once automation is successfully enabled, the template selection field on the main Service page will automatically update and lock onto Auto Detect mode.
    • Click Cancel to discard changes.

    Settings Page