Overview

This guide provides step-by-step instructions for uploading, processing, and reviewing documents using the platform's user interface.

Time Required

10–15 minutes to upload, process, and review a sample.

Step 1: Navigate the Documents Hub

Access from Data Hub → Document Manager → Documents. Use search and filters, assign documents for review, or jump to actions like Annotate and View Job.

The Documents Hub listing all uploaded documents

The "View Job" action links to the Automation Hub workflow run.

Step 2: Upload New Documents

  1. Click + Upload Documents.
  2. Provide a Document Batch Name and optional Tags.
  3. Choose a Document Type:
    • Select a specific type if all documents are the same.
    • Or choose Auto Classify to auto-identify types per document.
  4. Drag-and-drop files or browse to upload.

The Upload Documents modal.

Choose a specific Document Type or use Auto Classify.

Step 3: Review and Annotate Extraction Results

Open Annotate for a document to review results in a three-panel layout.

The main annotation interface with its three-panel layout.

  • Left Panel: Page thumbnails for navigation.
  • Center Panel: Document viewer with bounding boxes.
  • Right Panel: Extracted data for edit and verification.

The left panel provides page navigation.

Correcting Data

If a value is incorrect:

  1. Click the attribute in the right panel.
  2. Edit the text, re-draw the bounding box, or provide natural language feedback.

Editing an attribute and providing natural language feedback.

Step 4: Review Extracted Tables

Tables include a specialized review experience:

  • Merged View: For multi‑page tables, see a single merged table first; expand to per‑page tables.

Merged table result showing the master table and individual page tables.

  • Review Views: Switch between:
    1. Spreadsheet View: Sort, filter, and compute quick sums.
    2. Cell View (Show Crops): See image snippets per cell to verify characters.
Spreadsheet View (with Column Management)Cell View (Visual Crops)
Table data in a clean, interactive spreadsheet format.The "Show Crops" view displays the actual image snippet for each cell.

Step 5: Finalize the Review

Click Save and Exit. The document status updates to Reviewed. Your corrections are used to improve the model over time.