Channel Settings
A guide to all the settings available on a channel and what they control.
Channel Settings
Each channel has its own set of settings that control how documents are processed. To access them, go to Channels in the sidebar, click on a channel, and then click Settings.
General
| Setting | What it does |
|---|---|
| Channel name | The display name for this channel |
| Description | An internal note about what this channel is for |
| Status | Active or paused — paused channels stop accepting new documents |
Need to temporarily stop processing? Pause the channel instead of deleting it. All your settings and history will be preserved.
Email Intake
Controls how this channel receives documents by email:
- Intake email address — the unique email address for this channel
- Allowed senders — restrict intake to specific email addresses or domains (leave blank to accept from anyone)
- Auto-reject spam — automatically filter out obvious spam before processing
Documents sent to the channel's email address will appear in your Submissions list and begin processing automatically.
Classification
Classification determines what happens when a document arrives. You can configure:
- Accepted document types — which types of documents should be processed (e.g., ACORD applications, policy declarations)
- Rejected types — documents that should be automatically declined
- Quarantine rules — documents that should be held for your review before processing
Think of classification as the front door — it decides what gets in. See Classification Rules for more detail.
Extraction
Extraction settings control what information Doculent pulls from your documents:
- Extraction template — which fields to extract (you can use a default or custom template)
- Extraction method — the AI engine used for reading documents
In most cases, the defaults work well. If you need to extract specific fields that aren't in the default template, see Extraction Templates.
Validation
Validation rules check the quality of extracted data before it's delivered:
- Required fields — which fields must be present for a submission to pass
- Format rules — expected formats (e.g., dates should look like dates, amounts should be numbers)
- Confidence threshold — the minimum AI confidence level to auto-approve a result
Submissions that don't pass validation are flagged as Needs Review so you can check them manually. See Validation Rules.
Delivery
Where should results go after processing?
- Webhook — send extracted data to an external URL as JSON
- Google Sheets — append results as rows in a spreadsheet
- Dashboard only — results stay in Doculent for manual review
You can have multiple delivery methods active at once. For setup instructions, see Webhook Setup or Google Sheets Setup.
When Do Settings Take Effect?
All changes take effect immediately for new documents. Documents that are already being processed will finish with the settings that were active when they started.