Creating a Channel

Setting up a channel takes just a few minutes. By the end, you'll have a fully configured pipeline ready to receive and process documents.

Step 1: Start the Channel Setup

Go to Channels in the left sidebar
Click Create Channel
Give your channel a name that describes its purpose (e.g., "New Business Submissions" or "Client ABC Intake")
Add an optional description for your team's reference

Choose a clear, descriptive name. If you end up with multiple channels, you'll thank yourself later when everything is easy to tell apart at a glance.

Step 2: Configure Email Intake (Optional)

If you want documents to arrive by email:

Toggle on Email Intake
You'll see a dedicated email address generated for this channel (e.g., [email protected])
Share this address with your clients or set up email forwarding from your existing mailbox

Documents sent to this address will automatically enter this channel's processing pipeline.

Don't want email intake? No problem — you can always upload documents manually through the dashboard. Email intake is just one way to get documents in.

Step 3: Set Document Rules

Choose how this channel handles incoming documents:

Accept — process the document normally
Reject — automatically decline documents that don't match your criteria (e.g., wrong document type)
Quarantine — hold documents for manual review before processing

You can set rules based on document type, sender, or other criteria. For now, the defaults will accept all documents — you can refine this later.

Step 4: Choose an Extraction Template

Select what data Doculent should pull from documents in this channel:

Use a default template — pre-configured for your industry (insurance, healthcare, etc.)
Create a custom template — define exactly which fields you want extracted

Default templates work well for getting started. You can customize them later as you learn what fields matter most for your workflow.

Step 5: Set Up Delivery

Tell Doculent where to send the extracted results:

Option	Best for
Dashboard only	You'll review everything in Doculent manually
Webhook	Push results to your management system or CRM automatically
Google Sheets	Append each result as a row in a spreadsheet

You can always change or add delivery methods later. See Webhook Setup or Google Sheets Setup for detailed instructions.

Step 6: Save and Go Live

Click Create Channel. Your channel is now active and ready to receive documents.

If you set up email intake, try sending a test document to the channel's email address. If not, head to Submissions and upload one manually to see it in action.

What's Next?

I want to...	Go to...
Fine-tune how this channel works	Channel Settings
Submit my first document	Submitting Documents
Set up rules for what to accept or reject	Classification Rules
Configure automatic delivery	Webhook Setup

Creating a Channel

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