Open and inspect a document

When a document reaches Review Required, the next step is to open the review page and compare the extracted result with the original file.

Open A Document For Review

1. Open the document queue.
2. Find the document with a status such as Review Required.
3. Select Review.

What The Review Page Shows

The review page shows:

• basic document details such as file name, status, and average confidence score
• a document summary, when one is available
• the extracted fields for the document header
• the detail lines from the document, if any were found

You can also select Preview Document to open the original file and compare it side by side with the extracted results.

Where To Start

Start with the values that look least reliable.

• Green usually means the value is more likely to be correct.
• Yellow means the value should be checked.
• Red means the value needs close attention.

The same color treatment is used on confidence scores and on the extracted values themselves, so low-confidence items are easier to spot.

A Practical First Pass

During the first pass, compare the original document to:

• header fields such as dates, document numbers, totals, and vendor or customer details
• detail lines for missing amounts, shifted values, or obvious line-by-line mistakes

This first check usually tells you whether the document needs a quick correction or a more careful line-by-line review.

Important Limitation

The review page does not currently display the stored review reason. Users can see that review is required, but not the underlying reason directly on the page.

That means the safest habit is to start with the lowest-confidence fields and the values that matter most to document creation.