After processing completes, review how documents were classified: 1. Open your batch 2. Click on any folder (loan) 3. Review the documents and their assigned types 4. Look for orange or red confidence flags If a document is misclassified: 1. Click on ...
After reviewing all documents and resolving issues: 1. Go to the folder or batch 2. Click Mark as Reviewed 3. Confirm your review This indicates you've verified the data and it's ready for export
For each document, review the extracted field values: 1. Click on a document 2. See the original document image alongside extracted fields 3. Each field shows: ● The extracted value ● The confidence level ● The source location in the document ...
Your dashboard is organized into tabs based on document status: Pending TabBatches that have been uploaded but not yet processed. These are waiting for you to start classification and extraction.Review TabBatches where extraction is complete and data ...
After all folders in a batch are exported: 1. Go to the batch 2. Click Issue Certificate 3. Review the eligibility status: a. All non-failed folders must be exported 4. Sign electronically 5. Generate and download the certificate