6 docs tagged with "getting-started"

General

Use this overview to understand what each role can see and do in Smartflow.

Pick your role below to jump straight to the guides that matter for your work — or browse the full library from the sidebar. You can switch roles any time from the selector at the top of the sidebar.

System Requirements helps your team confirm the basic access, browser, document, and environment prerequisites before using Smartflow.

Smartflow helps your team read loan documents and turn them into structured data you can review and use quickly. It reduces manual work by showing extracted fields with source evidence so you can verify results with confidence.

This guide walks you through your first end-to-end workflow: upload a credit agreement, wait for extraction, review fields, approve results, and export to your loan system.