> For the complete documentation index, see [llms.txt](https://developer.emporix.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developer.emporix.io/document-intake-cockpit/configuration.md). # Configuration - [Document Configuration](https://developer.emporix.io/document-intake-cockpit/configuration/document-configuration.md): Use Document Configuration to create the document types your team processes. Define fields, sub-types, approval settings, and rejection reasons. - [Email Configuration](https://developer.emporix.io/document-intake-cockpit/configuration/email-configuration.md): Configure folders, classification categories, labels, and reusable email templates for the Document Intake Cockpit. - [Queue Configuration](https://developer.emporix.io/document-intake-cockpit/configuration/queue-configuration.md): Create Inbox queues so each saved configuration appears as its own side-menu item, with its own tabs, document scope, and table columns. - [Form Layouts](https://developer.emporix.io/document-intake-cockpit/configuration/form-layouts.md): Design a side-by-side review form for each document type and optional sub-type. Configure sections, errors, functions, actions, and related views. - [Form Layout Sections](https://developer.emporix.io/document-intake-cockpit/configuration/form-layouts/form-layout-sections.md): Group the Details form into titled sections that can be scanned beside the document preview. - [Lookups and Dropdowns](https://developer.emporix.io/document-intake-cockpit/configuration/form-layouts/form-layout-lookups.md): Configure fixed or API-backed dropdowns and searchable lookups for document fields, including mappings that populate related values. - [Document Actions](https://developer.emporix.io/document-intake-cockpit/configuration/form-layouts/form-layout-actions.md): Configure the header buttons shown when managing a document. Add actions for editing, approval, transformation, and tenant workflows. - [Related Tabs and AI Insight](https://developer.emporix.io/document-intake-cockpit/configuration/form-layouts/form-layout-related-tabs.md): Add related-entity tabs and an optional AI Insight Box to show linked records and recommendations on the document. - [Business Rules](https://developer.emporix.io/document-intake-cockpit/configuration/business-rules.md): Use this view to create AI-assisted validation checks that flag issues and assign a resolver when a check fails. - [Auto Matching](https://developer.emporix.io/document-intake-cockpit/configuration/auto-matching.md): Configure how incoming documents match master data such as customers or purchase orders. Match results appear on the document instead of looking up records manually. - [Approval Matrix](https://developer.emporix.io/document-intake-cockpit/configuration/approval-matrix.md): Use Approval Matrix to define who must approve a document, in which order, and each approver's amount limit. - [State Transition](https://developer.emporix.io/document-intake-cockpit/configuration/state-transition.md): Define the lifecycle statuses and transitions for each document type. Status names appear throughout the cockpit. - [Master Data](https://developer.emporix.io/document-intake-cockpit/configuration/master-data.md): Connect business objects and core services, then expose useful reference records under Additional Data in the Document Intake Cockpit. - [Access Configuration](https://developer.emporix.io/document-intake-cockpit/configuration/access-configuration.md): Assign access controls to Document Intake Cockpit pages and choose how denied pages appear in the side menu. - [Branding](https://developer.emporix.io/document-intake-cockpit/configuration/branding.md): Set this tenant's brand text, logos, theme colors, and document-detail typography so the cockpit matches your organization. - [Substitutions](https://developer.emporix.io/document-intake-cockpit/configuration/substitutions.md): Set up user substitutions so colleagues can cover assigned document work and approvals during absences. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://developer.emporix.io/document-intake-cockpit/configuration.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.