Elie Platform Guides

Step-by-step instructions for everything you can do in Elie. Each one is written against the screens you actually see, with a screenshot wherever the page changes.

Start hereBrowse the modules

New to Elie?

Three short reads that get you from your invitation to your first task.

• What is Elie

  The modules, and how they fit together to automate your documents.

• Signing in

  Reach your workspace for the first time, and every time after.

• A tour of the workspace

  Where everything is once you are signed in.

If a module below isn't in your top bar or All apps, your role or your organisation's plan doesn't include it. See What your role can see.

The modules

• IntELIEDocs

  Process documents end to end: upload them, let Elie classify and extract, then review and correct the results.

• IntELIEKonnect

  Connect Elie to the mailboxes, SFTP servers, cloud storage, databases and accounting packages your documents come from and go to.

• Knowledge Base

  Turn your documents into something you can ask questions of, and see exactly which sources an answer came from.

• Voice IntELIEgence

  Transcribe conversations, track their topics and sentiment, grade them and export the results.

• Access Control

  Manage who is in your workspace and what they can do.

• Audit Logs

  See what happened, who did it and when.

Popular tasks

• Upload documents

  Add files to an orchestrator so Elie can process them.

• Review and correct a document

  Check what Elie read against the page, fix it and save.

• Connect a mailbox or folder

  Bring documents in automatically with an import connector.

• Ask a knowledge base

  Get an answer with the sources it came from.

• Automate end to end

  Join a connector, an orchestrator and a delivery into one hands-off flow.

• Invite a colleague

  Add someone to your workspace with the right role.

Looking after a whole platform?

The Staff console guides cover tenants and their entitlements, sign-in gateways and suspensions, billing, the permission catalogue and the platform audit trail.

Keep going

• Status reference

  What every badge and state means.

• Troubleshooting

  Symptoms, causes and fixes, across every module.

• Release notes

  What changed, newest first.

More quick answers: the Glossary, Supported files and limits and the Elie API.