User Manual
  • Welcome
    • Getting Started
      • Introductory Note
      • Creating an Account
    • Setting up Workspaces
      • Buying a new Workspace
      • Single cluster and multiple cluster
        • Setting up a Single Data Cluster
        • Setting up Multiple Data Clusters
      • Setting up Fields to Extract
      • Setting up Export Templates
    • Assign Users
      • Create Users and add them to the Realm
      • Assign User To A Workspace
    • Running the Extraction WorkFlow
      • Upload Documents
        • Uploading documents from the Admin panel
        • Uploading documents from Web App
      • Extract Records
      • Verify Records
      • Export Data
    • Databridge
      • Inbox
      • Purchase Orders
      • Sales Order
      • Exception
      • General
      • Duplicates
      • Starred
      • Direct Entry
      • Audit Logs
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  1. Welcome
  2. Running the Extraction WorkFlow

Verify Records

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Last updated 11 months ago

  • Login to

  • Go to Assigned > Verification

  • Select a document of choice, and click the document link icon

  • In the document view that opens up, click on a record to see all its values highlighted on the document

    • Open the record by double clicking it and see each field value separately by clicking on it

  • Edit fields and/or records (such as add, delete or modify) as required to ensure only relevant and correct data exists in the list.

  • Once all records are verified, click "Mark as verified"

Quick Verification

  • Click the "highlight" icon on the sidebar to highlight all values of all records

  • If you want to quickly verify each record individually, click the play button and the system will slowly click through each record.

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