Getting started with Kiwi

1.1 Login with Username and Password

Enter your registered email and password to access your account.

If you forget your password, you can use an alternative login method or contact support at support@kiwidata.com.

1.2 One-Time Password (OTP)

For added security, you can log in using a one-time password sent to your registered email or mobile device.

Simply enter the OTP when prompted.

1.3 Single Sign-On (SSO)

Kiwi currently supports SSO with Microsoft (Azure AD).

If your organization requires integration with another identity provider, please contact support@kiwidata.com for assistance.

2.1 Sorting Documents

A user can resort rows in the document grid by clicking any column header. Simply clicking the header will resort that column in alphabetical order.

To hide a column, select the meatball menu on the header of the column and select 'Hide Column'. To bring that column back, select the options menu again, choose 'Manage Columns', and check the box next to the desired column.

To change the sorting order either alphabetically ascending or descending, click the sort arrow next to any column header. You can sort by attributes such as document name, type, or status.

2.2 Filtering Documents

To find specific documents, click the Filter button and apply filters based on attributes like date, document type, or status.

3.1 How to Upload

Click the Upload Documents button.

Select the files you want to upload.

If a document is already uploaded, Kiwi will notify you of the duplication and provide an option to view the existing document.

3.2 Processing Documents

Once uploaded, Kiwi will automatically process the document and extract relevant information based on its type.

If needed, you can manually review and adjust the extracted data.

4.1 Attributes

Attributes represent specific details extracted from documents, such as:

• Business Partner

• Start and End Dates

• Payment Terms

4.1.1 Editing Attributes

You can manually review and edit attributes using the right-side panel:

• Select the attribute and modify the information.

• Update the value by choosing from the document or manually entering it.

• If selected from the document, Kiwi will normalize the format automatically.

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4.1.2 Supported Attribute Formats

To modify attributes beyond the available options, contact support@kiwidata.com.

• List: Predefined set of options (e.g., dropdown for Business Partners).

• Text: Free-form text.

• Date: Supports US and international formats.

• Number: Integer or decimal values.

• Currency: Numeric value with currency type (e.g., USD, EUR).

4.3 Clauses

Clauses represent specific legal or contractual sections within a document, such as:

• Confidentiality & Privacy

• PII Processing

• Cross-Border Data Transfers

• Termination for Convenience

• Force Majeure

Clauses are organized into predefined clause groups for better categorization and management.

4.3.1 Reviewing and Editing Clauses

You can manually review and adjust clauses using the right-side panel:

• Select the clause tag to view the extracted content.

• Confirm the clause if the extraction is correct.

• Reject the clause to remove it from the clauses.

• To modify a clause, first remove the incorrect clause, then add the correct version.

• To add a clause that was not extracted, click "Set Clause."

4.3.2 Requesting Clause Customization

Kiwi extracts clauses based on predefined models.

If your organization needs additional clause categories or modifications, contact support@kiwidata.com.

7.1 Managing Permission Groups

To manage permissions:

• Go to the Document section and open the Advanced tab.

• Assign Permission Groups to each document individually.

• A user can only assign Permission Groups they have permission to manage.

7.2 Requesting Additional Permission Groups

If your organization requires additional Permission Groups, please contact support@kiwidata.com.

8.1 Export Attributes

You can export attributes in CSV format by clicking the Download button.

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8.2 Export Table Tags

Table tags can be exported in CSV format by clicking the Download button.

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8.3 Export OCR Tables

Export OCRed Tables in CSV format directly from the documents.

You can check the full list of tables Kiwi has extracted from your document and download them individually or all at once.

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8.4 Custom Exports

You can preformat or filter the data you wish to export.

An example, such as Service Now under Reports, is available.

Kiwi supports CSV and XLSX formats.

If your organization requires additional export formats, please contact support@kiwidata.com.

9.1 Submitting a Document Upload Issue

If a document upload fails, you can send the document directly to support.

This will automatically include error logs for easier troubleshooting.

9.2 Contacting Support via User Menu

You can reach out to support by adding your email and message directly from the User Menu on the home page.

9.3 Email support

For any questions or customization requests, please contact support@kiwidata.com.