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Review and Export Results

Review a Document​

Before you begin: you need the review permission and a document in To Review. If another user is reviewing it, you can only view it.

  1. In Documents, open the row menu of the document and select Review.

    Document row menu with Review

  2. Compare the extracted fields on the left with the source document on the right. Check the warnings at the top and the overall Confidence. A warning, such as model output that does not match the schema, means the document needs review.

    Review screen with a processing warning, Reject, and Confirm

  3. Correct any value that is wrong or missing. In a table field, edit cells and add or remove rows.

  4. Select Confirm to save your corrections.

Result: the message Document confirmed successfully. appears. The Document is Confirmed and the Job is Completed.

Review screen after the document is confirmed, with Reopen for Review

ActionResult
ConfirmSaves your corrections. Document Confirmed, Job Completed
RejectDocument Rejected, Job Completed. A rejected result cannot be exported, and your edits are not submitted
Reopen for ReviewFor a Confirmed or Rejected document. It returns to review, and the Job becomes Waiting for Review. The earlier confirmed result is cleared until you confirm again

Review screen with fields on the left and the source document on the right

Other tools on this screen: View JSON opens Extracted data (JSON) with a Copy JSON button, and Download saves the source file, not the extracted data. For XML, use Visual View or Raw XML.

Extracted data (JSON) dialog

warning

Select Confirm before you leave the screen. Leaving releases your editing rights, and unconfirmed changes are not saved. If you are inactive for about 2 minutes, another reviewer can take over.

note

Reopening a result does not recall data that was already downloaded or sent. Tell the receiver and reconcile separately.

Export a Document​

  1. In Documents, find a Confirmed row, open its menu, and select Export....

    Documents list with a Confirmed document

  2. Choose Export Format: XML, CSV, XLSX, or JSON, then select Export.

Export Document dialog

Result: your browser downloads the extracted data, not the source document, as records of field, value, confidence, and source. CSV files use the columns Field, Value, Confidence, and Source.

Only Confirmed documents can be exported, and only while the final result still exists.