New May 29, 2024

Instantly search across your documents with two new features

Alkymi users can now more easily find the exact data they need and track data changes over time with these new tools:

• Find Related Records: Within the Document Viewer, you can click the button next to any extracted data field to generate a list of documents with matching data, with the option to add a date range to limit your results to a particular period.
• Filtering: Use any number of filters in the Records tab to view and analyze data points across specific documents within a Pattern. Because Alkymi automatically detects and validates data types, you’ll see filter options matching the type of that data field, i.e. the option to filter the “Statement Start Date” field by a date range.

Use these tools to retrieve a list of documents matching a specific extracted value, date range, or numerical range within a Pattern, so you can quickly view related documents.

Read our documentation for more information or click through the tour below for a step-by-step walkthrough of the new features.