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Process documents in Community Edition

  • Updated: 2022/05/23
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Process documents in Community Edition

Upload sample invoices to train the learning instance, verify the extracted data, and fix validation errors.

Prerequisites

Upload sample invoices to a learning instance to test the learning instance's data extraction capabilities. If a document requires manual validation, the system sends it to the Validator, where you must manually enter the correct data.

Procedure

  1. Upload documents to the learning instance:
    Note: Community Edition can process a maximum of five documents at a time. You must wait for a document to successfully complete processing (and validation if necessary) to upload another document.
    1. Click Process documents.
    2. In the Process Documents window, click Browse to select the files to upload.
    3. In the Download data to field, enter the file path where the extracted data is output to a CSV file.
    4. Click Process documents.
      The Bot Runner window appears. The window disappears when the documents are done processing. Refresh the Learning instances table to see the updated metrics.

If there is a value next to the Validate documents link, you must manually validate the fields with errors. Otherwise, proceed to step 2b to review the extracted data.

  1. Fix the validation errors and edit the rows:
    1. Click Validate documents.
      The Validator form opens in a new tab, with the first failed document in queue.

      There are two view options: Table and Detail. You can change the view by clicking the corresponding button at the top left. We recommend that you perform validation tasks in Detail view because this view shows all the documents in the validation queue side-by-side with the document that you are currently validating. Additionally, when you complete validating a document, the next document in the queue automatically opens.

    2. Review each field to verify that the correct value was extracted for that field.
      Alternatively, you can select Show fields that need validation from the drop-down list in the right panel.
      Note: If you make any edits to the learning instance while documents are awaiting validation, open the Validator in Detail view and click Reprocess to re-attempt extraction.
    3. Update the error fields.
      Click the field or draw a box around the values that you want to extract.
      • To skip a document without correcting its errors, click Skip to proceed to the next document in the validation queue.
      • To remove a document that cannot be processed, click Mark as Invalid.

        Invalid documents are saved to the file path that you provided in step 1c in the Invalid folder.

    4. After you perform all the corrections, click Submit to complete validating the current document.
      The extracted values are saved as a CSV file in the success folder in the file path that you specified in step 1c. The Validator shows the next document in queue. When all the documents are corrected, the system displays a message stating that no more tasks are available.
    5. Close the tab to return to the Learning Instances page.
  2. Verify the output results:
    1. Open the file that contains the extracted data and review the results to ensure that the results match your use case.
    2. Optional: Review the Learning Instance dashboard.
      The dashboard displays the updated STP, total number of uploaded documents, and the number of documents pending validation.
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