How to review and approve extracted data

Why review matters

Even with high accuracy, it's good practice to check the results. A quick review catches any mistakes before the data goes into your workflow.

The review screen

Open a processed document and you'll see all the extracted fields. Each one shows the value that was found. Fields with lower confidence are highlighted so you know where to look first.

Make corrections

If something is wrong, click the field and type the correct value. Your change is saved right away.

Approve the document

When everything looks good, click "Approve." The document moves to the approved state and the data is ready to use.

Bulk review

If you have many documents to review, work through them one at a time from your dashboard. The status column shows which ones still need your attention.