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Workflow overview

Most teams follow the same pattern:

  1. Create or choose a document type that matches the files you want to import.
  2. Bring documents into the queue by uploading them or pulling them in from a shared folder.
  3. Process the queue.
  4. Review any fields that were flagged as uncertain.
  5. Approve the document so Sifterra can create the final record.

In simple cases, a document can go through with little or no correction. In more complex cases, you review the extracted values before the final document is created.

What happens after processing

Section titled “What happens after processing”

After a document is processed, one of three things usually happens:

  • It is completed automatically because everything was clear enough.
  • It is sent for review because one or more values need confirmation.
  • It stops with an error so someone can fix the issue and retry it.

For regular purchasing and sales documents, approval can create the final document record.

For expense receipts, approval creates journal lines after each receipt line has an expense account.

Queue statuses users will see

Section titled “Queue statuses users will see”

Users will see these statuses in the document queue:

  • Pending
  • Processing
  • Completed
  • Error
  • Review Required
  • Approved
  • Rejected

These status names tell the user what to do next and where each document is in the workflow.

Review behavior

Section titled “Review behavior”

Low-confidence fields are marked for review individually, not just at the document level. Users can correct extracted values directly on the review page before approval.

This is why some documents only need a small correction instead of a full re-upload.

Quick example

Section titled “Quick example”
  1. You upload April Office Supplies Invoice.pdf to the queue.
  2. Sifterra reads the supplier name, invoice date, invoice number, total, and lines.
  3. One line is highlighted because the confidence score is low.
  4. You open the review page, correct that line, and approve the document.
  5. Sifterra creates the purchase invoice record and shows its document number in the queue.
Section titled “Read next”