Run your worst document first
You upload the worst-quality document you genuinely receive rather than a clean sample, then check every extracted field against the page before approving anything.
Why this one: The trial's pages are capped, so what you spend them on decides what you learn — and because extraction quality tracks scan quality here, a clean sample answers a question you never had.
Tweak: Then run the same document type at its best quality and note the gap. That gap is your review workload, forever.
Click a field and watch the page light up
Opening a processed document and clicking each extracted field in turn highlights the region of the page it was read from, so you can confirm that region really holds the number you wanted.
Why this one: Docsumo's product pages are where the click-to-highlight behaviour is documented, and verification being one click rather than a hunt through the original is the specific thing a trial exists to test.
Tweak: Deliberately choose a document with two similar numbers on it — a subtotal and a total, a due date and an invoice date — and see which one it grabbed.
Teach it one document type it does not know
You pick one form Docsumo has no pre-trained type for, gather twenty real examples of it, and train a custom type on them before deciding whether the tool fits.
Why this one: Twenty examples is the cheapest test of whether your non-standard paperwork is reachable at all — and if you cannot find twenty, you have learned something about whether it is worth automating.
Tweak: Do this in week one. If it needs correcting, you want the correcting to happen while pages are still free.
Send the output somewhere real
You process ten documents and approve them, then export the results in the format your team would really use and check that the columns line up with what the receiving system expects.
Why this one: Extraction accuracy is the half everyone tests; the export shape is the half that breaks integrations later, and both export routes are on the trial plan, so this is checkable before any sales conversation happens.
Tweak: Try the email route too — Docsumo accepts documents as email attachments, with a total email size limit of around 25 MB.
Get the quote inside the trial window
In the first few days you send Docsumo your monthly page volume and document types, asking for a written quote alongside written answers on document retention and training.
Why this one: Because the price only exists as a quote (see Before you start), the 14-day window is also your negotiating window — and asking in week two means deciding with the trial already expiring.
