Apps

Automated Business Assessment

Dashlake’s cutting-edge application ensures that your Business Assessment is generated seamlessly into an Excel format, facilitating easy distribution to management and key departments. With daily updates to the BWA, executives and managers can base their decisions on current, reliable data, ensuring agility and responsiveness in a dynamic business environment.

Document Extraction

Document extraction involves facilitating the uploading of documents for automated validation and extraction of pertinent information. This feature allows users to streamline document processing by efficiently extracting relevant data, such as details from invoices using Pre-trained Invoice AI, delivery notes with Pre-trained Delivery Note AI, or any other type of document through Custom Trainable AI, which can be tailored and trained to handle various document types.

Upload Documents

Users can upload documents either by dragging and dropping files directly into the interface, using the API or by selecting them using the file selection option. These user-friendly upload methods provide flexibility and convenience in adding documents to the application swiftly and efficiently.

Validate Documents

During the validation of documents, key highlights from the extracted information are displayed in distinct fields, offering users the ability to review and modify them as needed. Additionally, users benefit from features akin to those found in a sophisticated text editor. This ensures thorough validation and customization of the extracted content according to user requirements.

Structure

Users can access the Document Extraction feature via the Apps section, proceeding to Document Validation. They can upload documents through a drag-and-drop field. A table displays uploaded documents with titles, extraction timestamps, status, and options for validation and deletion.

This interface simplifies document management by offering intuitive tools for validation and organization in a user-friendly environment.

Plausibility Check

It enhances data accuracy by verifying logical consistency and adherence to expected formats. This feature ensures reliable information by detecting and correcting errors, thereby supporting informed decision-making and operational efficiency within document management processes.

Manage Document Extractions

DashLake offers a robust feature for extracting essential information from documents, focusing on critical details such as invoice ID, vendor ID, invoice name, vendor name, total invoice amount, and more.

This capability streamlines document processing by automatically identifying and capturing key data points from invoices and related documents. It enhances productivity by reducing manual data entry and ensuring that pertinent information is readily available for analysis, auditing, and reporting purposes.

Document States

1) To be Checked

2) Checked

3) Synchronized

4) Successfully extracted and Synchronized

Service Desk

The platform operates in two modes: Project Management and ServiceDesk. The Project Management mode is customized for each client, tailored to specific needs and workflows. Conversely, the ServiceDesk mode is the standard configuration available to all Dashlake clients, ensuring a consistent and integrated approach to project oversight.

In ServiceDesk, adaptive real-time two-way synchronization with Atlassian Jira provides users with convenient access to selected projects, while internal teams benefit from improved dialogue between management and development. This integration streamlines project tracking and enhances collaborative efforts across the organization.

Furthermore, the platform enhances collaboration through features such as file uploads and a user-friendly ticket and comment function.

The ServiceDesk serves as the primary communication interface between CompAn Labs and Dashlake clients, facilitating the creation, tracking, and interaction of their support issues.

The Service Desk's open ticket categorizes unresolved issues under "Support tasks" and includes open question field for capturing and addressing queries.

View Tickets

Users can conveniently access and review all tickets, descriptions, and discussions related to their organization by clicking on a ticket ID. Alternatively, users can utilize the search box positioned at top right corner of the interface to quickly locate specific tickets based on keywords, ticket IDs, or other relevant criteria.

Create Tickets

Users can create tickets via 'New Ticket' button at top left corner of the interface, entering title, description, attaching resources, selecting type (e.g., project, support), and setting priority (e.g., high, medium).

View Comments

Users have the capability to access and review comments associated with tickets which allows them to gather comprehensive information and insights into ongoing discussions, updates, and resolutions related to various tasks and issues.

Add Comments

Users can contribute to ticket discussions by adding comments and providing insights within the platform.

Manage Apps Access

To manage app access for other users, administrators can follow these steps:

1. Navigate to "Users" under User Management
2. Click the username of the user to view their profile.
3. Go to "App Access" and adjust the settings as necessary.

These steps enable efficient administration of application permissions within the organizational framework.