How to login?

Welcome to the Staple AI support hub.

Once, your account is activated, please follow the steps below.

Step 1: Go to homepage

The home page of the staple.ai website nests an introduction to our features. A user can log in to an existing account to have further access to the services we provide. 

Click on the login button in the right corner.

Step 2: Choose your region

When you click on the login button, you will see a list of regions. Choose your respective region to sign-in.

Step 3: 

Once you choose your region, you can sign-in into the interface on the login page.

The login page will show a couple of options to continue: 

  • If your admin team has provided email id and password, choose option 1
  • If your admin has notified to use SSO (Single Sign On), then choose option 2
  • If your admin has informed you to login with Xero, then choose option 3

Step 4.1: Login with email

The first option “Login with email and password”  will redirect you to the below page where you can input the username/email address and password to continue.

While logging in, if you had forgetten the password, you can resort to the “Forgot password?” link mentioned below the password input area. This will bring a popup asking for the email used while creating the account where you will get a link to reset the password.

Step 4.2: Login with SSO

The second option is “Login with single sign on”. Here, you can sign in directly with their company id. Single sign-on (SSO) is an authentication method that enables users to securely authenticate with multiple applications and websites by using just one set of credentials.

If you are authenticated by the identity provider, you will be let in the system otherwise you will have to provide your credentials and verify.

Step 5: Multi-factor authentication and dashboard

Staple provides Multi-factor authentication. A company can enable MFA through their company page. Enabling MFA will require you to additionally provide the OTP while logging in. The OTP will be sent on the registered email address.

After logging into the system you will be is immediately directed to the “Dashboard”.

From the dashboard, you can: 

  • Jump to document scanning screen
  • Direct to matching screen where you can match multiple documents
  • Go to model creation screen
  • Or checkout the analytics on documents processed

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