Heritage eFax Analytics

Document Processing Dashboard

Top metrics and workflow status reflect the selected community.

133

All processed faxes.

20

Requires staff attention.

83.5%

AI classification accuracy.

$1.37

Operational expense.

Workflow Status

Real-time processing - actionable states only.

20

Manual Review

Requires staff attention.

72

Completed

Successfully processed.

21

Failed

Requires investigation.

Document Management

View, filter, and export document details. Drill down into individual document processing history and metadata.

SearchFilterExport

Community Management

Configure communities and SR Fax integration credentials. Add, edit, or remove communities from the system.

AddEditConfigure

AI Agent Management

Configure AI models for PDF data extraction. Select and manage the active agent for all communities.

Add ModelActivateConfigure

System Overview

Global snapshot - not affected by Community View filter.

3

Active Communities

Configured & Processing

133

Total Documents (Global)

Across all communities