CASO Comply AgentSetup Guide

Deploy automated PDF remediation on your infrastructure in under 10 minutes.

Prerequisites

  • Docker Engine 20+ or Docker Desktop
  • Network access to your PDF file shares (for folder scanning)
  • A CASO Comply license key — get one with a free site audit
  • A CASO API key from your dashboard (determines your pricing tier)

Quick Start

Three steps to get up and running.

1

Pull the image

terminal
$ docker pull caso/comply-agent:latest
2

Create your config file

Save this as docker-compose.yml in your working directory.

docker-compose.yml
version: "3.8"
services:
  caso-agent:
    image: caso/comply-agent:latest
    environment:
      - CASO_LICENSE_KEY=YOUR_API_KEY_HERE
      - CASO_SCAN_PATHS=/data/input
      - CASO_OUTPUT_DIR=/data/remediated
      - CASO_CRON=0 2 * * *
    volumes:
      - ./documents:/data/input
      - ./remediated:/data/remediated
      - ./agent-data:/data
    ports:
      - "9090:9090"
    restart: unless-stopped

Replace YOUR_API_KEY_HERE with your full API key. Your pricing tier (Standard, AI Verified, or Human Review) is determined by your plan — the agent reads it automatically.

3

Run it

terminal
$ docker compose up -d

Open http://localhost:9090 to view your dashboard.

Docker Compose

Prefer Docker Compose? Save this as docker-compose.yml and run docker compose up -d.

docker-compose.yml
version: "3.8"

services:
  caso-agent:
    image: caso/comply-agent:latest
    restart: unless-stopped
    environment:
      - CASO_LICENSE_KEY=YOUR_API_KEY_HERE
      - CASO_SCAN_PATHS=/data/input
      - CASO_OUTPUT_DIR=/data/remediated
      - CASO_CRON=0 2 * * *
    ports:
      - "9090:9090"
    volumes:
      - ./documents:/data/input
      - ./remediated:/data/remediated
      - ./agent-data:/data
terminal
$ docker compose up -d

HIPAA Compliance Mode

For healthcare organizations and covered entities handling protected health information (PHI).

Enable HIPAA Compliance Mode

Activates data retention policies, restricted networking, and HIPAA-safe AI processing.

Pricing Tiers

Simple per-page pricing. Your plan determines how the agent processes your documents.

Standard

$0.25/page

Automated remediation with font-size heuristic tagging. Fast, reliable, and cost-effective for bulk processing.

  • Structure tree tagging
  • Heading hierarchy detection
  • Before & after scoring

Ideal for: Bulk processing, simple documents

AI Verified

$0.35/page

Gemini AI verifies heading hierarchy, reading order, and generates alt text for images. Higher accuracy for complex documents with mixed layouts.

  • Everything in Standard
  • AI-generated alt text for images
  • AI-verified reading order

Ideal for: Complex documents, image-heavy PDFs

Human Review

$4.00/page

AI-verified remediation plus expert human review for files scoring below 60. Full compliance certification for mission-critical documents.

  • Everything in AI Verified
  • Expert human review for low-scoring files
  • Compliance certification

Ideal for: Government, healthcare, regulated industries

Monitoring

Keep tabs on your remediation pipeline.

Local Dashboard

The agent includes a built-in web dashboard at localhost:9090 showing processing status, queue depth, success/error rates, and remediation history.

API Endpoints

Integrate with your existing monitoring tools.

GET /api/healthHealth check — returns 200 if agent is running
GET /api/statsProcessing statistics (pages processed, errors, queue depth)
GET /api/pdfsList all tracked PDFs with remediation status

Container Logs

Follow the agent logs in real time:

terminal
$ docker logs caso-comply -f

Troubleshooting

Common issues and how to resolve them.

“Permission denied on PDF folder”
Make sure the volume is mounted with the :ro flag for read-only access. Check that the host user running Docker has read permissions on the source folder: ls -la /your/pdf/folder.
“License validation failed”
Verify your CASO_LICENSE_KEY environment variable is correct. The agent needs outbound HTTPS access to api.caso.com for license validation. Check your firewall and proxy settings.
“No PDFs found”
Verify that your CASO_SCAN_PATHS environment variable matches the paths inside the container, not on the host. If you mounted -v /host/path:/data/documents, your scan path should be /data/documents.
“Container won't start”
Check the container logs for error details: docker logs caso-comply. Common causes include missing environment variables or port 9090 already in use (change the host port with -p 8080:9090).

Need Help?

Our team is here to help you get set up.

Contact support@caso.comVisit caso.com