Document Processing
The document preview flow combines automatic extraction with mandatory user review.
Processing pipeline
- File is discovered (upload or folder source)
- Parser extracts key fields (counterparty, totals, VAT, dates, line data)
- Document enters review state
- User validates and decides next action
Reparse options
In preview controls you can run:
- Reparse (Canonical Route)
- Reparse (ZenoLab)
Use reparse when extraction quality is low or source text changed.
Registry controls after parsing
When parsed data is available, the right-side actions allow:
- Register
- Mark Reviewed
- Exclude
- Send to Accuracy Review
Accuracy review flow
Send to Accuracy Review opens a checklist modal.
You select fields that are mismatched vs original document. System sends:
- selected field keys
- anonymized structural signals
- virtual source snapshot metadata (when bytes are available)
This is used to improve parsing quality without requiring raw sensitive payloads in normal flow.
Open source behavior
Open source attempts to open the original source reference.
Notes:
- In local-folder session mode, browser security may block direct folder opening
- In Safari especially, local folder paths cannot be opened directly
- If source reference is unavailable, UI shows
Source link unavailable
Use Change folder to reconnect local folder context when needed.
What remains manual
- Field-level correctness decisions
- Final register/review/exclude outcome
- Period selection before registration (if periods are configured)