# Sign In to Docspire ## Getting Started with Docspire ### Overview Docspire is an AI-powered document processing platform for automating accounts payable and mortgage document processing. This guide walks you through creating your account and accessing the platform. ### Creating Your Account 1\. Go to in your web browser. 2\. On the Sign In page, click Create account.

3\. Choose your sign-up method: • Sign up with Email – Create an account using your email address and password • Sign up with Microsoft – Use your Microsoft account for single sign-on

#### Option A: Sign Up with Email 1\. Click Sign up with Email. 2\. Enter your email address and click Send verification code. 3\. Check your email for the verification code and enter it. 4\. Create a password and confirm it. 5\. Click Create to complete email registration.

#### Option B: Sign Up with Microsoft 1\. Click Sign up with Microsoft. 2\. Sign in with your Microsoft account credentials when prompted. ### Complete Your Profile After authentication, complete your profile with the following information:


Field	Description
Full Name	Your full name
Work Email	Your business email address
Phone Number	Contact phone number
Company Name	Your organization name
Company Size	Number of employees (e.g., 11-50 employees)
Primary Use Case	How you plan to use Docspire (e.g., General Document Processing)
Documents Processed Per Day	Expected daily volume (e.g., 101-500)

4\. Check the box to agree to the Terms of Service and Privacy Policy. 5\. Click Continue to proceed. ### Workspace Setup Docspire will automatically configure your workspace. You will see progress for: • Creating your secure workplace • Configuring AI processing models • Fetching workflow templates • Preparing your dashboard

This process takes only a moment. Once complete, you will be redirected to your Docspire dashboard. ### Your Dashboard The dashboard is your command center for document processing. It displays: • Documents Processed – Total documents processed • Pages Consumed – Total pages used from your plan • AI Accuracy Rate – Extraction accuracy (99.5%) • Integrations Connected – Number of active integrations

#### Quick Actions Get started quickly with these options: • Upload Documents – Start processing your first document • Request for Custom Demo – Schedule a personalized walkthrough • Tutorial – Watch a step-by-step guide to processing your first document • Documentation – Access how-to articles and troubleshooting guides • Pricing – View flexible pricing plans • Live Support Chat – Ask customer support for help #### Navigation Use the left sidebar to access key features:


Section	Menu Item	Description
MAIN	Home	Dashboard and quick actions
MAIN	Document Queue	View and manage processed documents
MAIN	Document Configuration	Configure document types and fields
AUTOMATION	Integrations	Connect to external systems
AUTOMATION	Validation Rules	Set up data quality checks
MONITORING	Document Tracking	Track document processing status
MONITORING	Analytics	View processing metrics and reports
MONITORING	Process Notification	Configure email alerts

### Trial License New accounts start with a 14-day trial license. During the trial, you have access to AI automation features. To unlock higher limits and advanced workflows, click Upgrade Now in the banner at the top of the page. ### Next Steps • Upload your first document to see AI extraction in action • Configure integrations to connect with your existing systems • Set up validation rules to enforce business policies • Invite team members to collaborate on document processing