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How to configure the Document Manager

1

Open Agent Settings

Go to ChemCloud AI → Agent Settings → Document Manager.
2

Enable the agent

Toggle the Document Manager on. When enabled, it will process documents sent to your ChemCloud AI email address.
3

Configure the workflow

Set how the agent handles documents:
  • Automatic processing — the agent files documents without manual intervention.
  • Request human review — the agent pauses before completing a task and asks for your confirmation. This is useful when you want to verify the agent’s work before it takes effect.
4

Configure notifications

Set up notifications for when documents are processed, when documents are expiring, and when required documents are missing.
5

Save your settings

Click Save. The agent will now process documents based on your configuration.
If you’re new to the Document Manager Agent, start with Request human review enabled so you can verify how the agent categorises and files documents before switching to fully automatic processing.