Create a New Stack

How to Create a New Stack

In order to create a new stack, you must be on the My Stacks page. At the top of the page where is says My Stacks click the plus symbol "+" or click Create a New Stack on the bottom right side of the page under Actions. 

NOTE: You can also create nested stacks ( a stack within a stack). Visit the Creating Nested Stacks page for more info. 

Give your stack a name (Billing, Legal, Medical Records, etc.) and choose to either Create from scratch or Load a pre-trained model. Below are the details for each each option. 

Create from scratch: If you choose this option, you'll need between 5-10 example documents to help train the AI bots. Once you've named your stack, you can go into your computer's file explorer and drag and drop your 5-10 example documents. 

NOTE: Stax will learn how to sort incoming documents based on the examples you provide so try to included an assortment. For example: If you are uploading invoices to your Billing stack, make sure the invoices are from different companies/clients. 

NOTE: For each Stack you create from scratch, you will need 5-10 corresponding example documents. For example: if you create a Billing stack and a Legal stack, you will need 5-10 billing documents to put in the the Billing stack and 5-10 Legal documents to put in the Legal stack. 

Load a pre-trained model: If you choose this option, you'll be able to pick one of our pre-trained models. We are always working on adding more pre-trained model options. 

NOTE: Once you start receiving documents, Stax will learn the specifics of YOUR documents. To start receiving documents, go to the Manage Team Settings - Emails  page or the Manage Team Settings - Faxing page to get it set up. (Only admins can access these pages)