How to Run AI

How to Run AI

Introduction

The Document Management System (DMS) is a central hub where you can manage documents for various funds. You can upload documents, run AI, view client details, reimport lead schedules, and organize documents from this feature.
DMS is accessible from all modules where you need to manage fund-related documents.

How to Run AI

Step 1: Select the fund in DMS.
Step 2: Click on Run AI.



Step 3: You will see two options: Run AI and View Processed AI Files. Select Run AI again.



Step 4: AI processing will start, and the progress will be shown.



Step 5: After completion, click View to check the AI results.



Step 6: You can also view Processed and Rejected AI-processed files.



Step 7: Clicking on View will redirect you to another page where you can view Saved and Unsaved Files. You can also click on View Observations to view observations.

    • Related Articles

    • AI- Bank Statements

      With this newly added feature, bank statement details like Account Holder’s Name, Opening Balance, Closing Balance, and Total Interest Received can be automatically checked using the AI feature. Note: Sorted AI feature matches the BSB and account ...

    • Uploading, Tagging and Roll Forwarding Documents

      Introduction The Document Management System (DMS) is a central hub where you can manage documents for various funds. You can upload documents, Run AI, view Client Details, Reimport Lead Schedules, and Organize Documents from this feature. DMS is ...

    • Organise Documents

      Introduction Introducing the enhanced Organise Documents feature in Sorted, offering streamlined document management. Users can now easily filter, remove roll forwards, and delete all bookmarks in just one click. With improved icons and intuitive ...

    • Managing Documents

      Introduction The Document Management System (DMS) in SMSF Sorted is where all fund-related documents are uploaded, stored, and managed. It provides various functionalities for efficiently organizing and handling fund documents. Here's a breakdown of ...

    • AI - Wrap Statements

      Introduction When dealing with fund wrap reports or wrap accounts in your fund's accounting software, there are specific observations and steps you need to follow. This guide provides a clear, step-by-step process to efficiently handle wrap ...