Read a document with AI
Add a photo or a PDF of a passport, a national ID or residence card, or a company's registration or licence, and Claude reads its details for you. Each value is checked (the machine-readable lines, the ID number's check digit, the dates) and anything Claude was unsure of is marked. You correct what differs from the paper, then confirm: file the paper in Documents, update the employee's record or add a new customer from it. Part of the AI document reading add-on.
Steps
- Open AI document reading → Read a document. Choose the paper: a card needs its front and its back.
- Drop a photo or a PDF on the box, or press it to choose a file (on a phone, take the photo), then press Read with Claude.
- Look at the checks, then compare the details with the paper. A field Claude was unsure of is shaded: correct anything that differs.
- Under Use it, choose whose paper it is: an employee, a customer (or a new customer from this paper), a vendor or this business. Tick File the paper in Documents, and Update the employee's record when the new number or dates should go on it.
- Press Confirm. The links underneath open the filed paper, the employee or the customer. Press Discard instead for a paper you do not need.
Tips
- Readings shows what is still to be checked; Latest shows the confirmed and discarded ones too. A reading waits there until someone confirms or discards it.
- Copy the details puts every value on the clipboard, for a government portal or an email.
- Each reading costs a few cents of Claude's charges, shown on the reading; readings stop for the month when the store's limit is reached.
- In the demo, try the three sample papers: a new joiner's ID, a customer's passport and a client company's licence.
In the app, press F1 or ? on this screen to open this guide next to your work.
This guide belongs to the AI document reading module. Learn more
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