Skip to main content
The Manual Review activity lets operators verify documents in your processing workflow.

​
Verification modes

Choose a verification mode in the Actions pane:
  • All – All documents must be verified.
  • With rule errors, uncertain fields, or unknown type – Only verify documents that have rule errors, fields with low-confidence characters, or unknown document types.
  • None – No documents are sent to review.

​
Manual Review client

Operators verify data extraction and document classification results in the Manual Review client. For more information, see Manual Review client.

​
Scenarios

The Manual Review activity supports three common scenarios:

​
Review data extraction results

Use this scenario when you have a single document type and want operators to verify the accuracy of extracted data. No classification is required.
Process skill workflow with Extract and Manual Review activities

Manual Review workflow for data extraction

For more information, see the Extract activity.

​
Review document classification and data extraction results

Use this scenario when you have multiple document types that need both classification and accurate data extraction. Operators verify both the class assigned by the Classify activity and the data extracted by the Extract activity.
Process skill workflow with Classify, Extract, and Manual Review activities

Manual Review workflow for classification and extraction

For more information, see the Classify activity and the Extract activity.

​
Review document classification results

Use this scenario when you have multiple document types that need to be classified (for example, to route documents to specific company departments) but don’t need data extraction. Operators verify only the classification results.
Each Manual Review activity must be preceded by an Extract activity, even if no data extraction is required. Otherwise, the Process skill can’t be published.
Process skill workflow with Classify, Extract (placeholder), and Manual Review activities

Manual Review workflow for classification only

​
Set up a placeholder Extract activity

1

Create empty Document skills

In the Extract activity, create as many empty Document skills as you have document classes.
Extract activity with empty Document skills for each class

Creating empty Document skills for classification-only workflows

2

Map skills to classes

Map each Document skill to its corresponding class from the Classify activity. For more information, see the Extract activity.