---
title: "TruCap+"
slug: "trucap"
updated: 2025-07-02T19:01:38Z
published: 2025-07-02T19:01:38Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# TruCap+

## Overview

| ## Module Details |
| --- |
| **Introduced in Version** | 8.15 |
| **Core or Github Module** | GitHub |
| **Step Location** | Integration > TruCap+ |
| **Prerequisites** | - Configured TruCap+ [application](https://docs.datamatics.com/TruCap+/7.7.0/Installation%20Guide/Installing%20TruCap+.htm?tocpath=Installation%20guide%7C_____3#_Toc53049453) with a valid [license](https://docs.datamatics.com/TruCap+/7.7.0/Setup%20Application/License%20information.htm?tocpath=Set%20up%20application%7C_____7#License_Information) - [Installation](/v9/docs/installing-modules-decisions) of the TruCap+ Module - Create a [project dependency](https://documentation.decisions.com/v9/docs/project-dependencies). [](/v9/docs/salesforce-module-basics) |

Datamatics' [TruCap+](https://docs.datamatics.com/TruCap+/7.7.0/TruCap%20overview.htm#TruCap+_overview) is a web-based Intelligent Document Processing (IDP) application that offers AI/ML enabled template-free approach to enable hassle-free processing and data capture from various structured and semi-structured documents.

The TruCap+ Module exposes various [Flow Steps](https://documentation.decisions.com/v9/docs/about-steps) that enable Designer users to integrate seamlessly with the TruCap+ Web application. These steps let users carry out multiple actions, such as configuring TruCap+ authentication, uploading documents, retrieving document details, accessing document monitoring information, and retrieving ontology details.

---

## Configuration

This section will demonstrate how to configure the TruCap+ module in Decisions.

1. Navigate to the**System > Settings > TruCap+ Settings.**
2. Enter the Base URL for the TruCap+ web application under the **Base URL** field, e.g. `https://[BasePortalURL]/api/v2`. Click on **Save**.  
  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-07-31_15h43_38.png)

---

## TruCap+ Authentication Workflows

Installing the module not only exposes multiple Flow Steps but also adds pre-built Flows in the [Catalog](https://documentation.decisions.com/docs/catalog) where users can perform actions such as **Login**, **Logout**, and **Check the Login Status**. Admin users can modify these Flows located at **System > Designers > Catalog > TruCap+**.

![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-07-31_15h45_39.png)

1. **Login:** It allows users to log in to the TruCap+ application. It exposes three fields for a user to fill in:  
  

| Username | Username of the TruCap+ application |
| --- | --- |
| Password | Password of the TruCap+ application |
| URL Override (Optional) | URL to override the Base URL configured in Settings. This can be used if you want to log in to multiple instances of the TruCap+ application. |

On submitting the details, the user will get authenticated with the TruCap+ application. On successful authentication, the application will return the Security Identifier (SID) and Token, which can be saved for later reference. A window with the returned error message will be shown if the authentication fails.
2. **Logout:**It allows users to logout from the TruCap+ application using the Authentication response from the Login. It exposes three fields for a user to fill in:  
  

| SID | Security Identifier received from the application. |
| --- | --- |
| Token | Token received from the application. |
| URL Override (Optional) | URL to override the Base URL configured in Settings. This can be used if you want to log out from multiple instances of the TruCap+ application. |
3. **Check Login Status:** Using the SID and Token of a user, this will verify the user's login status in the TruCap+ Application and provide a corresponding message indicating whether the user is logged in or not.

---

## TruCap+ Steps

The table below provides a list of all the steps within the TruCap+ module. Each step will be linked to its dedicated Step Library article.

| Step Name | Description |
| --- | --- |
| [Is Logged In](https://documentation.decisions.com/step-library/docs/is-logged-in-1) | This is a Rule Step that determines if the user is logged in or not. |
| [Login](https://documentation.decisions.com/step-library/docs/login) | Allows to Login in the application |
| [Logout](https://documentation.decisions.com/step-library/docs/logout) | Allows to Log out of the application |
| [Get Document Data By Client Transaction Number](https://documentation.decisions.com/step-library/docs/get-document-data-steps) | Retrieves all document data based on the Client Transaction Number |
| [Get Document Data By Document ID](https://documentation.decisions.com/step-library/docs/get-document-data-steps) | Retrieves all document data based on the document ID |
| [Get Document Data By Label](https://documentation.decisions.com/step-library/docs/get-document-data-steps) | Retrieves all document data based on the document label |
| [Get Document Data By Reference Number](https://documentation.decisions.com/step-library/docs/get-document-data-steps) | Retrieves all document data based on the document reference number |
| [Get Document Status By Client Transaction Number](https://documentation.decisions.com/step-library/docs/get-document-status-steps) | Retrieves the current status of the document based on the Client Transaction Number |
| [Get Document Status By Document Id](https://documentation.decisions.com/step-library/docs/get-document-status-steps) | Retrieves the current status of the document based on document ID |
| [Get Document Status By Label](https://documentation.decisions.com/step-library/docs/get-document-status-steps) | Retrieves the current status of the document based on the document label |
| [Get Document Status By Reference Number](https://documentation.decisions.com/step-library/docs/get-document-status-steps) | Retrieves the current status of the document based on the reference number |
| [Upload Document](https://documentation.decisions.com/step-library/docs/uplaod-document) | Allows to upload the document to the TruCap+ application |
| [Get Document Monitor List By Details](https://documentation.decisions.com/step-library/docs/get-document-monitor-list-by-details) | Retrieves the list of documents based on its details from the document monitor |
| [Get Document Monitor List By Document Header Id](https://documentation.decisions.com/step-library/docs/get-document-monitor-list-by-document-header-idnameparent-id) | Retrieves the list of documents based on its Document Header Id from the document monitor |
| [Get Document Monitor List By Document Name](https://documentation.decisions.com/step-library/docs/get-document-monitor-list-by-document-header-idnameparent-id) | Retrieves the list of documents based on its Document Name from the document monitor |
| [Get Document Monitor List By Parent Id](https://documentation.decisions.com/step-library/docs/get-document-monitor-list-by-document-header-idnameparent-id) | Retrieves the list of documents based on its Parent ID from the document monitor |
| [Get Ontology Details](https://documentation.decisions.com/step-library/docs/get-ontology-details) | Retrieves the fields and tables defined in the ontologies |
| [Get Ontology List](https://documentation.decisions.com/step-library/docs/get-ontology-list) | Retrieves the list of current ontologies available in TruCap+ |
