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Sifterra Sifterra Docs

What you'll see

New users usually see three parts of the product first: document types, the document queue, and the review pages.

Document types

Section titled “Document types”

A document type tells Sifterra what kind of file it is reading and where the final information should go.

Examples:

  • A vendor bill should use a purchase invoice document type.
  • A customer order form should use a sales order document type.
  • A restaurant receipt should use an expense receipt document type.

The document queue

Section titled “The document queue”

The queue is your main work list. Each row is one document waiting to be processed, reviewed, retried, or completed.

The queue shows helpful details such as:

  • file name
  • document type
  • status
  • date
  • total amount
  • confidence score
  • whether review is required
  • final document number after creation

Review pages

Section titled “Review pages”

When a document needs attention, Sifterra opens a review page where you can:

  • see the original file
  • check extracted header values
  • correct low-confidence fields
  • review detail lines
  • approve or reject the document

Expense receipts have a special review page where you can also assign expense accounts line by line.

Confidence scores

Section titled “Confidence scores”

Each extracted value is given a confidence score. Lower-confidence values are highlighted so you know where to look first.

Section titled “Related behavior to know early”
  • Some purchase invoice document types can compare the invoice against a purchase order and receipt before approval.
  • Expense receipts can reuse patterns from earlier approvals to suggest expense accounts.
  • Shared folders can download files into the queue automatically and move them between folders during processing.
Section titled “Read next”