Document Automation uses Automation Co-Pilot for Business Users technology to manage the end-to-end document extraction process. Each incoming document creates a new request, which triggers the extraction process. If a document requires manual validation, Automation Co-Pilot creates a validation task and assigns it to a validation team.

When you process documents in test mode, the documents are moved to the validation queue regardless of whether fields need validation or data extraction was successful so that developers can analyze the data extraction results. When you validate documents in test mode, the Automation Co-Pilot validator opens in a new tab displaying the data extraction results and if any fields require validation.

Note: An empty page with a notification message appears in the following scenarios:
  • If you are not assigned to any validation teams, and thus do not have access to learning instances.
  • If there are no files that require validation in the learning instances to which you have access.
  • If another user is working on the remaining file in the validation queue.

The following image displays the full-screen view of the Automation Co-Pilot validator in test mode:

Test mode validator options

1. Cluster Id
A unique cluster ID is generated for a set of documents with similar layout and content. If you have validation feedback enabled, it is applied to all the documents associated with this cluster ID.
2. Customize your view
Icons on the taskbar provides the following options:
  • Page: Use the forward arrow to go to the next page and the back arrow to go to the previous page. Use the page number field to enter a page number and select enter to go to the page.
  • Hide field regions: Use this option to hide the field regions so that you can review the document or section of the document without distractions.
  • Fit to screen: Use this option to reset the page zoom level and to return to the default page zoom level.
  • Zoom in: Use this option to zoom in to a section of the document to mark, modify, or review a field region.
  • Zoom out: Use this option to zoom out of the document.
3. Version history
Use the dropdown list to select the version to validate. If the extraction is not available for a version, you can click the Process now option to process and validate the document for the selected version.
4. Learning instance settings
View the settings used for the selected learning instance version.
5. More options
Click the three dots (three dots menu icon) icon to view more options:
6. Toggle between the fields views
Use the drop-down list to select between Show all fields to see all the document fields or Show fields that need validation to only show the fields that need your manual validation.
7. Fields awaiting validation
Fields that need validation are outlined in red. Click the field value and select the correct value for the field in the document. The value is automatically updated for the field. You can also select the field region and modify it in case the value was not selected correctly. In the sample screenshot, the Due Amount field value requires validation. A user can click the due amount field and click the due amount value in the document to automatically select the value for the field.
8. Add or delete a row
To insert or delete a row, hover over the ellipses to show the icons for adding or deleting table rows.
9. Advanced document options
  • Reprocess: When you are training documents and if you edit the learning instance when the validation for the document is pending, you need to reprocess the documents to validate the updated fields.
  • Submit & reprocess: Submit the document for reprocessing. This option is enabled only after all the fields are validated.