Liaset documentation
Start with a synthetic batch before using a real reporting period.
1. Prepare clients
Use a CSV with one unique stable client ID per row, a display name and an email. Map the columns and define the required document types.
2. Identify and correct
Choose the reporting period and recipe. Inspect each unresolved page in the preview, then assign a client or record an exclusion reason.
3. Export
Resolve every page before export. Choose a new output folder. Liaset creates client PDFs, manifest.json, completion.csv and completion.html. Preserve the manifest with the completed run.
Current development limits
Local rules, recipe import/export and three output layouts are implemented in the development build. Folder watching, account connection and managed sending are not ready for use. Public downloads are not open yet.