Account Setup

Configure your Recognito account for a smooth start.

Create your account

1. Go to the Recognito login page: https://app.recognito.io/login

2. On the login screen, select Sign up. This opens the account creation page.

   

3. On the Create your account screen:

   • Choose Sign up with Google or continue with your email
   • Enter your email address
   • Accept the Terms of Use and Policy
   • Check Email me about product updates and resources
   • Select Next to continue

   

4. On the Create your account page (basic details):

   • Enter your full name
   • Enter your organization name
   • Select Next to continue
   • If you need to go back to the previous step, select Previous

   

5. Complete onboarding setup:

   • Select the document types you want to process
     • Choose the document categories your team works with. You can select one or multiple options.
     • Select Next to continue.
   • Select your industry
     • Choose the industry that best matches your organization.
     • Select Next to continue.
   • Select your primary goal
     • Choose the main reason you are using the platform.
     • Select Next to continue.
   • Indicate how many people will use the platform
     • Choose the approximate number of users who will access your workspace.
     • Select Next to continue.
   • Select the tools you need to integrate with
     • Choose the systems or services you plan to connect to the platform. You can select as many as needed.

6. When finished, select Complete Registration, then sign in to the dashboard.

Dashboard overview

You’ll find:

• Processing history
• Usage and billing
• Team and permissions (enterprise)

Workspace settings

• Default document type: set a common type (e.g., Invoice)
• Confidence threshold: start at 0.8–0.9 to flag low‑confidence fields
• Output format/export: choose what suits your downstream systems

Notifications

• Email alerts for completed processing
• Error notifications for failed extractions

Teams (enterprise)

• Add members and assign roles
• Scope access to projects or departments

Monitoring

Use the dashboard for daily/monthly document volume, success rates, and quotas.