Sheaf
Create an account
One click makes an organization with you as its first Manager, and a starter kit so the first packet can run straight away. Add your email to keep it.
Sign up
Go to create an account. There are two ways in, and both create an organization and sign you in as its first Manager.
- 1-click Demo Account. Nothing to fill in. The organization and you get a generated three-word name, which you can change under Settings, People.
- Set it up yourself. Give an organization name, your email and a password of ten characters or more.
Look around first: sample cases
A new account opens in a sample case: a packet that has already been analyzed, in the room where documents are reviewed. Every control is there. Approve, reject, move a document to another requirement, ask the assistant: everything responds as it would on your own case, and nothing you do is saved to the sample or seen by anyone else. Two things a sample does not do — add documents, and run the analyzer. Try either and a note offers Start a new application: one is created for you under a name you can change, and opens ready for your documents. Reset puts the sample back as it was.
The sample cases stay on the Applications page, above your own cases.
Add your email
An account started instantly has no email and no password yet. The app asks for the email after a few minutes, and Add your email is always in the menu under your initials. With an email, a link arrives to set a password, and the workspace is yours to keep.
Until then, two things hold. The workspace is kept for 30 days. And you can upload documents, but analyzing them waits for the email.
An organization is a closed space. Its people, cases, lists, schemas, workflows, API keys and webhooks are visible only inside it. To anyone outside, they do not exist.
What a new organization starts with
| Thing | What you get |
|---|---|
| Workflow | standard-intake, active and set as the default. |
| Expected document lists | purchase-loan-ca and colorado-home-loan, each with an active version. |
| Extraction schemas | None of your own yet. A document reads against its kind's schema, then the official fallback, until you author one on the Extract page. |
| Document catalogues | The official catalogues of document types — generic and six industries. Generic is in use until a Manager picks another on the People page. |
| Building blocks | Saved sections and document bundles to build lists from. |
Everything in the kit is yours to copy, change or ignore.
Add your colleagues
Open Settings. Under People, a Manager adds a colleague with a name, an email, a role and a temporary password. They sign in with that and change it from the menu under their initials.
A Manager can also rename people, change roles, set a new temporary password, and deactivate or reactivate an account. Two guards protect you: nobody can deactivate or demote themself, and the last active Manager cannot be removed. Roles are described in roles and access.
Forgot your password
Use Forgot password? on the sign-in page. The link in the email sets a new password and ends every other session for that account.