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Find answers to common questions or get in touch with our support team.

Frequently Asked Questions

Quick answers to questions you may have.

Getting started is straightforward. Sign up for a free trial and we will contact you to coordinate firm-wide deployment. We begin with a short demo call to walk you through the setup and answer any questions.

 

DocMaster is installed centrally through your Microsoft 365 Admin Center using an Office Add-in manifest, so there is no need to install software on individual employee devices. We recommend assigning access initially to team members who are primarily involved in day-to-day audit tasks.

 

Once deployed, the Add-in can be assigned to selected users or made available across the entire organization. Installation typically takes only a few minutes for your IT administrator and does not require any local configuration on user machines.

 

No credit card is required for the trial period. During the trial, you receive full access to test the functionality within your existing Excel environment under your standard security and access controls.

DocMaster supports PDF, DOCX, JPG, EDOC, and ASICE file formats. Both digitally generated and scanned documents are supported.

 

For scanned documents, optical character recognition (OCR) is used to extract text where possible. Processing quality may vary depending on document clarity, resolution, and structure. While DocMaster can often extract text from handwritten documents, accuracy depends significantly on legibility and scan quality.

 

 

If you work with additional formats, please contact us to confirm compatibility.

Yes. DocMaster is built with security and controlled processing in mind. Your documents are processed within EU-based cloud infrastructure, and all data transmissions use encrypted TLS connections. Access to the underlying infrastructure is restricted and managed using standard security controls. DocMaster acts as a data processor and processes your data solely to provide the Service. Your documents are not used to train AI models, and the Add-in does not access files outside the active Excel document you are working in.

 
 

DocMaster is integrated into your Microsoft Excel environment as a Microsoft Office Add-in deployed through a centralized manifest file. The Add-in is installed at the organizational level via the Microsoft 365 Admin Center and can be assigned to specific users, groups, or the entire company. Once deployed, DocMaster becomes available directly inside Excel without requiring local software installation on individual machines. The Add-in runs within Excel’s secure Office Add-in framework and operates only within the active workbook. Updates to DocMaster are managed centrally, meaning improvements and fixes are rolled out automatically without requiring manual reinstallation by users. This approach ensures controlled deployment, consistent version management across the organization, and alignment with Microsoft’s enterprise security model.

 

We provide email support for all plans. Business plans include priority email support and access to phone support during business hours. Enterprise customers receive 24/7 dedicated support with defined response times and escalation handling.

 

 

Support covers technical issues, deployment assistance, usage guidance, and troubleshooting related to the Service.

Yes. You can change your plan at any time.

 

Upgrades take effect immediately, and any additional fees are applied on a pro-rata basis for the remainder of the current billing period.

 

Downgrades take effect at the start of the next billing cycle. Your current plan and limits remain active until the end of the existing billing period.

 

 

If you are on a custom Enterprise agreement, plan changes may be subject to the terms defined in your Order or contract.

Yes. All plans include onboarding guidance and access to training materials to help your team get started quickly and use DocMaster effectively.

Training typically covers installation, best practices for document processing, and quality review of extracted results. We focus on practical, audit-oriented use cases to ensure the tool fits naturally into day-to-day work.

For larger teams or firms with specific workflow requirements, we offer tailored training sessions and structured onboarding programs that can be adapted to your internal processes.

You will be notified as your organization approaches its document limit so your team can plan accordingly. In most cases, firms do not reach their limit during normal usage, as plans are structured around typical audit workloads.

 

If the limit is exceeded, your organization can upgrade the plan or purchase additional document processing capacity as needed. The Service remains accessible, but additional processing may require a plan adjustment.

Contact Support

Our team is here to help you succeed.

Email

janis @docmaster.ai

Phone

+371 29676514

Send Us a Message

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