Validation Screen
Last updated
Was this helpful?
Last updated
Was this helpful?
Save Button:
Purpose: Saves the current state of the document or script being worked on.
Use Case: After making changes or annotations to a document, use this button to ensure all modifications are saved.
Add Special Rules / Add Script in DocBits:
Purpose: Allows users to implement specific rules or scripts that customize how documents are processed.
Use Case: Use this feature to automate tasks like data extraction or format validation, enhancing workflow efficiency.
Fuzzy Fields:
Purpose: Helps in identifying and correcting fields where the data may not be a perfect match but is close enough.
Use Case: Useful in data validation processes where exact matches are not always possible, such as slightly misspelled names or addresses.
There are fields that are required for further editing, these can be edited in the settings.
Use the tool tip to find out if:
Is it a mandatory field (required)
Validation required
Low confidence
Full tax amount missmatch
Required Fields:
Purpose: Identifies mandatory fields within documents that must be filled out or corrected before further processing.
Use Case: Ensures that essential data is captured accurately, maintaining data integrity and compliance with business rules.
Magnifying Glass (Magnify Glass):
Purpose: Provides a zoomed-in view of a selected area of the document.
Use Case: Helps in examining fine details or small text in documents, ensuring accuracy in data entry or review.
Open New Window:
Purpose: Opens a new window for side-by-side document comparison or multitasking.
Use Case: Useful when comparing two documents or when referencing additional information without leaving the current document.
Keyboard Shortcuts:
Purpose: Allows users to perform actions quickly using keyboard combinations.
Use Case: Enhances speed and efficiency in document navigation and processing by minimizing reliance on mouse navigation.
To share internal information, you can create tasks and assign them to a specific employee or group within the company.
Tasks:
Purpose: Enables users to create tasks related to documents and assign them to team members.
Use Case: Facilitates collaboration and task management within teams, ensuring everyone knows their responsibilities.
Note: The approval history must be activated before it can be displayed here.
Approval History:
Purpose: Displays document approval history in field validation, with red indicating rejected and the app's color indicating approved.
Use Case: Useful for organizations that require a transparent record of approval actions during field validation.
You can leave annotations on a document. This can be helpful to leave information for other users who further edit this document.
Annotation Mode:
Purpose: Lets users leave notes or annotations directly on the document.
Use Case: Useful for providing feedback, instructions, or important notes to other team members who will work on the document later.
Documents can be merged here, for example if a page of an invoice was missing, these pages can be merged later in this way without the entire document having to be deleted or re-uploaded.
Merge Documents:
Purpose: Combines multiple documents into a single file.
Use Case: Handy in scenarios where parts of a document are scanned separately and need to be consolidated.
In the OCR view, the text is automatically filtered from the document. This is used to recognize relevant features, such as the postal code, contract number, invoice number and the sorting of a document.
OCR View:
Purpose: Automatically recognizes text within documents using Optical Character Recognition technology.
Use Case: Streamlines the process of digitizing printed or handwritten texts, making them searchable and editable.
Unlike tasks that are passed on internally within the company, this support ticket is important to notify us and to immediately create a ticket in the event of errors and/or discrepancies. This makes the process much easier because you can immediately send the bug with the appropriate document. There is also the option to set priority, take a screenshot of the document or upload one.
Create Ticket:
Purpose: Allows users to report issues or discrepancies by creating a support ticket.
Use Case: Essential for quick resolution of problems and bugs, helping maintain the integrity and smooth functioning of the system.
Scripts can be created in the settings under Document Types; this information will then be displayed here.
Document Script Logs:
Purpose: Displays logs related to scripts that have been implemented for different document types.
Use Case: Useful for tracking and debugging script actions on documents, helping users understand the automated processes and correct any issues.
There you will find the flow of the document
Purpose: Shows the sequence and progression of document processing within the system.
Use Case: Helps in tracking document status through different stages, ensuring that all necessary processing steps are followed.
With this option you will be redirected and can edit your layout or use the default template
Go to Layout Template:
Purpose: Redirects users to a layout editor where they can modify existing templates or apply a default one.
Use Case: Enables customization of document layouts to meet specific business needs or preferences, enhancing the document’s visual and functional alignment with company standards.
Purpose: Enables DocBits to use e-text for all documents from a specific supplier if available, improving extraction accuracy.
Use Case: Enhances text extraction by leveraging embedded text instead of OCR, which can lead to more precise results for this supplier.
Purpose: Allows selection between three different AI models to optimize extraction results for a specific supplier.
Use Case: Ensures better extraction accuracy by choosing the most suitable AI model for each supplier’s document structure and content.
See here add
