Version: v2.0
Validation
What is the main purpose
In this page, you can see all the different documents that have entered that system and that need validation from an individual before being accepted into the system. All documents that have been validated are also seen and reviewed on this page.
All documents can automatically enter the system via a connection with a dedicated e-mail address, or you can also manually add a document to the system by entering it.
Additionally, all the documents are divided at a first level between incoming documents, outgoing documents and drafts.
How does the Extractional algorithm work
The Extractional algorithm will search for a suitable template and then start to extract the values according to this template. If some fields are not recognized, they will stay empty, and you will have the possibility to fill them manually (unless it has been defined as non-type-in field).
In addition, if the system does not find any corresponding templates, it will not extract any data and let all fields empty.
Moreover, if the system finds two different templates for the same document, it will simply choose the first one.
Prerequisites
There are a few prerequisites that we recommend before starting to create and validate the system.
We recommend to create the respective templates as soon as you have the possibility, since otherwise the user will not profit from the advantages of Extractional.
Important
In addition, we also highly recommend defining all roles before starting to validate documents within the system. This will allow you to control who are the people who shall have the control to validate documents in your system/company.
Overview
