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Viewing & Editing a Document

Opening a document from the Documents grid or from a Batch Job takes you to its detail page. This page is split into two halves: your document's data on the left, and a preview of the original page image on the right.

Document Information​

This card shows:

  • Document ID - an editable text field holding the document's unique identifier (for example, an invoice number). You can correct this manually if it wasn't extracted properly.
  • Type - the Document Type this document was processed against.
  • Upload Date - when the document was last updated.
  • Status - either Pending Review or Reviewed.
  • Batch Job - if this document came from a batch job, a link back to that job.

Click the chevron icon in the card header to collapse or expand this section.

Document Fields​

This card lists every field defined by the document's Document Type, using the input control appropriate to its type (text box, number box, date picker, switch, searchable list, or a table of list items). See Field Types for details on each control.

  • Fields whose extracted value has low confidence are shown with their label in red, so you know exactly what to double check.
  • Toggle Review Mode to hide fields that don't need attention, and show only required fields with a low-confidence value plus any field marked "Review Required" by the Document Type - handy when you just want to fix problems quickly rather than scroll through everything.
tip

"Review Required" fields are fields an administrator has decided should always be checked by a person, regardless of how confident the extraction was.

Document Preview​

The right-hand panel shows the original page image the data was extracted from. Use the rotate-left and rotate-right buttons in the card header to rotate the preview if the page was scanned sideways or upside down (this only affects how you're viewing it here - it doesn't change the stored document). Click the image to open it in a new tab at full size.

Linked Documents​

Documents that relate to one another (for example, a purchase order and its matching invoice) can be linked together:

  • Click Link to search for and connect another existing document.
  • Linked documents are listed with their document number and type; click one to jump to it.
  • Click the X on a linked document to remove the link.

Attachments​

Beyond the primary page image, you can attach supplementary files to a document - supporting evidence, related images, spreadsheets, or other file types.

  • Click Add to open the attachment dialog and drag in a file (images, PDF, Word, Excel, PowerPoint, or text files are all accepted).
  • Attachments are listed with their file size and the date they were added; image attachments show a small thumbnail.
  • Click an attachment to open it in a new tab, or click the X to remove it.

Saving your changes​

  • The Save & Approve / Save Changes button in the page header becomes active once you've made a change, or automatically if the document is still pending review.
    • If you opened the document from a Batch Job that's still pending review, the button reads Save & Approve - saving also marks the document as reviewed.
    • Otherwise it reads Save Changes.
  • If you've made unsaved edits, an Unsaved Changes badge appears next to the button as a reminder.
  • If you opened the document from within a Batch Job, a Reject button is also available - see Reviewing a Batch Job for what rejecting does.
caution

Leaving the page without saving will discard any edits you've made to the fields.