Build your document extraction app.
Build document extraction around source references and fields a person can verify.
How to build your document extraction app
Describe the job
Build document extraction around source references and fields a person can verify.
Review the first version
Choose how the document processor records the document reference and how the source reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A document extraction app example
A receipt extractor reads 80 instead of 30.
Document extraction app example
- Record
- Document extraction app · 01
- Owner
- Document processor
Current stage · Document processor
Open the document reference
A receipt extractor reads 80 instead of 30.
Read the full walkthrough
Open the document reference
A receipt extractor reads 80 instead of 30.
- Record:
- Document extraction app · 01
- Owner:
- Document processor
Review the export
Show the source location and keep the field unaccepted until a reviewer confirms the amount.
- Stage:
- Review pending
- Owner:
- Source reviewer
Keep the uncertain amount unaccepted
Keep the uncertain amount unaccepted until the reviewer checks the source.
- Next action:
- Keep the uncertain amount unaccepted until the reviewer checks the source.
- Owner:
- Data coordinator
What to include in your document extraction app
Keep the document reference in context
Keep document reference, extracted field, source location, confidence, reviewed value and export together so the next person can understand the request or record.
When the next step needs a decision
A receipt extractor reads 80 instead of 30. Show the source location and keep the field unaccepted until a reviewer confirms the amount.
Keep export visible
Keep the uncertain amount unaccepted until the reviewer checks the source.
Choose what each person needs
Give the document processor a working view and the source reviewer a review view. Keep document reference and extracted field attached to the decision as the work moves between them.
Questions about document extraction app
Start with document reference, extracted field, source location, confidence, reviewed value and export. Describe who enters the information and who reviews the next step.