Getting Started
Welcome to Ocriva! This guide will help you get up and running with our AI-powered document processing platform.
Prerequisites
Before you begin, make sure you have:
- An Ocriva account (sign up at ocriva.com)
- At least one organization created
- A project set up within your organization
NOTE
You must create an Organization and a Project before you can upload documents. If you haven't done this yet, follow the steps below.
NOTE
Each organization has its own isolated billing, team membership, and credit balance. If you are part of multiple companies, create a separate organization for each one.
Quick Start
1. Create an Organization
After signing in, navigate to Organizations and click Create Organization. Give it a name and invite your team members.
2. Create a Project
Within your organization, go to Projects and create a new project. Projects help you organize your documents by use case (e.g., "Invoice Processing", "Receipt Scanning").
3. Set Up a Template
Templates define how AI extracts data from your documents. Go to Templates and create one:
- Template Name: Give it a descriptive name (e.g., "Invoice Template")
- Fields: Define the data fields you want to extract
- AI Model: Choose the AI provider and model
- Output Format: Select your preferred format (JSON, CSV, PDF, etc.)
TIP
Use one of the 19 preset templates to get started quickly — you can always customize fields later.
TIP
Start with a preset template if your document type is common (invoices, receipts, contracts, ID cards). Presets come with pre-configured extraction fields and save significant setup time.
4. Upload Documents
Navigate to Upload and:
- Select your template
- Drag & drop your files (PDF, images, scanned docs)
- Click Upload Batch
- Monitor progress in Processing History
TIP
Give each batch a descriptive name before uploading. Named batches are much easier to find and export later in Processing History, especially when processing multiple document types in parallel.
WARNING
Each document processed deducts credits from your organization's balance. Make sure your template is tested and working correctly on sample documents before uploading large batches.
5. View Results
Once processing is complete, view your extracted data in Processing History. You can:
- Download results in multiple formats
- Edit extracted data
- Re-process failed documents
- Export batch results
Supported File Types
| Format | Extensions |
|---|---|
.pdf | |
| Images | .jpg, .jpeg, .png, .webp, .bmp |
AI Providers
Ocriva supports multiple AI providers:
- OpenAI (GPT-4o, GPT-4o-mini)
- Google Gemini (Gemini 2.0 Flash, Gemini 2.5 Pro)
- Anthropic Claude (Claude Sonnet, Claude Haiku)
- DeepSeek
- Qwen
- Kimi
Next Steps
- API Reference — Integrate via REST API
- Templates Guide — Advanced template configuration
- Webhooks — Set up real-time notifications
TIP
For production integrations, use the Open API with an API key instead of session-based JWT. API keys are scoped per project and can be revoked independently without affecting other integrations.