Paige by team

Six teams, six kinds of paperwork. Here is what Paige reads for each.

Paige is document reading in the cloud: send in files, get back each document split out, sorted and read into the fields you chose. The steps are the same for everyone. The documents, the fields and what you do next are not.

What happens to every batch, for every team. Each result is a searchable PDF and a data file with the values Paige read.

01 · Accounts payable

Every invoice header and every line, without the keying.

For the AP clerk who types vendor, invoice number, dates and totals into the ERP all morning, and skips the lines because there is no time. Paige reads the header and the full line-item table, and hands back a file your ERP can import.

A worked example

A supplier emails one PDF to the AP job's address: three invoices and a statement, back to back. Paige splits it into four documents, sorts the statement away from the invoices, and reads each invoice. You uploaded your vendor list to the Vendor field, so whatever the invoice prints, the value Paige returns is the closest name on your list. A due date it could not read with confidence is left blank for the clerk to type on the review screen.

Also worth setting up: purchase orders, credit memos, W-9s and expense reports, each as its own document type.

Invoice · header fields

Invoice Number: INV-20931
Vendor: Harbor Supply Co.
Invoice Date: 03/04/2026
Due Date: For review
Purchase Order: PO-1187
Subtotal: 1,412.50
Tax: 98.88
Total: 1,511.38

Line items
Description	Qty	Unit price	Amount
Nitrile gloves, case of 1,000	6	42.75	256.50
Shop towels, 200-count box	12	18.50	222.00
Safety glasses, clear	40	6.85	274.00
Absorbent pads, bale of 100	10	66.00	660.00

What comes back for one invoice. Invented example.

02 · Logistics and freight billing

You cannot bill the load until the delivery receipt is in. Read it the night it arrives.

For the billing and settlement team at a carrier, broker or 3PL. Signed delivery receipts come back as photos, faxes and scans, in every shipper's layout. The numbers that matter are the same on all of them.

Two documents, read separately, that share the bill of lading and PRO numbers. Invented example.

Evening

Drivers email photos of signed delivery receipts to the job's address. Each attachment becomes a document, and Paige reads the receipt number, PRO and BOL numbers, consignee, delivery date, pieces delivered, condition and who received it.

Morning

Billing exports the clean receipts to the FTP folder your TMS imports from, with one combined data file for the batch. Export can be limited by field value, so receipts with a shortage or damage note stay behind for a look first.

Also on the job

Bills of lading, packing slips, carrier rate confirmations, load manifests, freight invoices and weight certificates, each sorted to its own type when they arrive mixed together.

03 · HR and payroll

The new-hire folder arrives as one scan. HR needs it as separate forms.

For the HR coordinator at a company with several locations, where each site manager scans a new hire's paperwork as one file. Paige finds where each form starts, names it, and reads the fields you care about, so the offer, the tax form and the eligibility form can each go where your policy says they belong.

Job Offer: Employer, candidate, position, offered compensation
Withholding Certificate: Employee name, filing status, employer name
Employment Eligibility Verification: Employer name, first day of employment, documents presented
Benefits Enrollment: Employee name, employer name
Timesheet: Company name, regular pay, gross pay

A tip from setup: tax and eligibility forms carry Social Security numbers. Paige reads only the fields you define, so leave the SSN off the field list unless a system downstream needs it.

One new hire, one scan, four documents. Invented example.

04 · Legal operations and in-house counsel

Four hundred signed agreements and no register. One batch fixes that.

For the legal ops lead who has been asked which contracts end this year. Upload the signed PDFs to a Contracts job, choose the facts to pull, and have the results sent to an FTP folder with one combined CSV for the batch: a register you can sort by end date.

An example contract register built from a batch of agreements
Agreement	Other party	Effective	Ends	Governing law
Master Services Agreement	Corvel Logistics	01/15/2024	01/14/2027	Delaware
Mutual NDA	Brightwater Labs	06/02/2025	06/01/2028	Texas
Software License	Quillon Systems	09/30/2023	09/29/2026	New York
Lease Amendment	Fairmount Properties	03/01/2026	02/28/2031	Florida

Invented example. The one ending this year is the first renewal conversation.

Read the register, not the risk. Paige pulls stated facts such as parties, dates and governing law. It is not a review of what the clauses mean; a lawyer still reads the agreement before it renews.

Privileged or under a protective order? Paige runs in the cloud. If documents must not leave your building, CapturePoint 6 reads them on your own PC. About CapturePoint 6

05 · Lending and loan processing

A 27-page PDF from the broker, sorted before the processor opens it.

For the loan processor whose day starts with a mixed PDF: the application, then whatever the borrower had on hand, in no particular order. Paige splits it at each document, sorts the pieces and reads the numbers the processor checks first.

Paige reads and hands back the data. Your loan origination system stays the loan file, and the cross-checks (does the pay stub employer match the VOE?) stay with your processor.

One broker PDF, 27 pages, split into 9 documents

9 ppLoan ApplicationLoan number, borrower name, lender
2 × 1 ppPay StatementEmployee, employer, pay date, gross pay, net pay
2 × 1 ppWage and Tax StatementEmployee, employer, tax year, wages, federal tax withheld
3 × 4 ppAccount StatementStatement issuer, account holder, closing balance
2 ppVerification of EmploymentEmployer name, requesting organization

Pages per document; “2 × 1” means two one-page documents. Invented example.

The fields worth reading from a loan file Tracking which loan files are complete

06 · Healthcare billing offices

Monday's payer mail, sorted into EOBs, remits and denials before the team sits down.

For the billing manager at a practice or billing company. The weekend's paper mail is scanned to one PDF and uploaded. Paige splits it, sorts each page into its kind of document and reads the numbers posting and appeals work from. Export the denials on their own, so they reach the appeals team the same morning.

Explanation of Benefits
Statement reference, member ID, member, plan, patient responsibility
Provider Remittance Advice
Payer, payment reference and date, payee NPI, payment amount
Adverse Benefit Determination
Payer, decision date, claim number, patient, member ID
Prior Authorization Determination
Reference number, member ID
Insurance Identification Card
Member name and ID, group number, payer ID, plan

Whichever team you are, setup is the same.

1Make a job for one kind of workFor example AP invoices or delivery receipts.
2Name the document types and fieldsUpload a list for any field that should match your own names, like vendors.
3Send documents inUpload, scan, or email them to the job’s own address.
4Check what Paige was unsure ofEverything else is ready to go.
5Take the resultsDownload them, or have them sent to your FTP server.

Try it on your own documents

Start free at paige.app, or have us run your documents in a demo.

Paper at a desk scanner instead? CapturePoint 6 does the reading on your own PC. See CapturePoint 6

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