What it is and what it is for
The Knowledge Graph links your documents: through companies, people, amounts and shared numbers such as invoice, order or case numbers. You see which documents belong to one transaction. Important: it needs documents processed with AI-DMS Premium or Ultra. Basic creates no entities and no connections. You do not need Ultra.
How it works
- Open Analytics AI → Document Network. You see objects and their connections. Click an object to see its documents.
- Under Options filter by Object type and choose the Number of objects (50, 100 or 200 objects).
- In Documents choose the view Transactions. It shows documents and their connections as a network. The Timeline view shows documents by date.
- Under Analytics AI → Sender Map you see where your senders are located.
Good to know
- If you see “No object data available”, process the documents with AI-DMS Premium or Ultra first.
- Tax, VAT and bank identifiers never link documents. Very frequent values do not either.
- You ask the graph questions in your own words via the API or the MCP server (e.g. Claude). This is a paid feature.
- External share users have no access. Team members only see their shared workspaces. Locked workspaces are skipped.