Quick Start Guide

Getting Started with trans-form

trans-form makes it easy to process documents using AI. Follow this guide to set up your first document processing pipeline in minutes.

Step 1: Create a Project

1. Log in to your trans-form.ai dashboard
2. Click the "New Project" button in the top right
3. Enter a name and description for your project
4. Choose a template or start from scratch

Step 2: Configure Your Pipeline

Pipelines define how your documents will be processed. You can use our pre-built templates or create a custom pipeline.

1. In your project, click "Create Pipeline"
2. Select the document type you want to process
3. Choose the data you want to extract
4. Configure accuracy settings
5. Save your pipeline

Step 3: Upload Documents

You can upload documents individually or in batch:

• Individual upload:
  • Click "Upload Document"
  • Select your file
  • Choose the pipeline to process it
• Batch upload:
  • Click "Batch Upload"
  • Select multiple files
  • Choose a pipeline for all documents

Step 4: Review Results

After processing, you can:

• View extracted data in the dashboard
• Download results in various formats (JSON, CSV, Excel)
• Configure automatic exports to your systems
• Set up notifications for completed processing

Next Steps

• Learn about document templates →
• Create custom templates →
• Advanced batch processing →