Processing Reviews
Handle documents that need manual review within an order.
Accessing Documents for Review
- Open an order (look for the Needs Review indicator in the Orders table)
- Go to the Documents tab
- Click Start Review in the Processing Documents section to walk every waiting document in turn, or click a single document marked with a review status
- The review panel opens with the document and the extracted data
Review Types
Split Review
When a file contains multiple documents, you need to identify where each document starts and ends. This commonly occurs with courthouse scans where documents are recorded continuously.
The panel opens with a summary line - Total Pages, Documents Detected, and the Action that will be taken - above the page-by-page selector.
For each page, select one of:
| Option | When to Use |
|---|---|
| Start | This page begins a new document |
| Continue | This page continues the previous document |
| Both | This page contains the end of one document AND the start of another (common in continuous courthouse scans where two documents share a single page) |
The first page is always the start of document 1. Each subsequent Start or Both marking begins an additional document.
When finished, click Save & Continue. If the file does not belong in the order at all, click Exclude Document instead.
Classification Review
When the AI is uncertain about a document's type, you'll see a warning indicating low confidence.
To complete the review:
- Review the AI's suggested category and document type
- Select the correct Category from the dropdown
- Select the correct Document Type from the dropdown (options update based on category)
- Click Save & Continue
If the document does not belong in the order, click Exclude instead.
Extraction Review
When the AI needs confirmation on extracted data, review the information pulled from the document.
To complete the review:
- Compare the extracted data against the actual document
- Edit any incorrect fields directly
- Use the OCR extraction tool if you need to pull text from the document
- Click Accept and Next to save and move to the next document in the queue. On the last document the button reads Accept and Close instead. Either one is also bound to Cmd/Ctrl+Enter
While a queue is running, the panel shows your position in it, for example "Reviewing 3 of 8".
For a field-by-field walkthrough of the extraction panel, see Reviewing Extractions.
Validation Review
Documents imported from the title plant are checked against the plant index. When the AI's extraction disagrees with that index, the document is held with the status Validation Review Required. It uses the same panel and the same Accept and Next / Accept and Close actions as extraction review: confirm the correct values against the document, then accept.
Important
A document stays in the Processing Documents section until all reviews are complete. A document may require multiple review steps (split, then classification, then extraction) before it moves into Exam Documents and lets the order reach Documents Complete.
Review Tips
- Complete all reviews promptly so documents move out of processing
- Compare extracted data against the actual document
- For split reviews, scroll through the PDF to see page boundaries
- Don't rush - accuracy carries into everything built on the document