Intelligent document processing (IDP) prepares your documents automatically. It splits large files into single documents, sorts them into document types, and reads index data from them.
In most cases the result is correct and the document continues without your help. Sometimes IDP is unsure. Then the document waits for you to confirm the result. This is called validation.
The IDP Validations tab shows all documents that are waiting for your confirmation. You find it next to Document trays, Search, and Tasks in the DocuWare Web Client.
Note: The tab is only available to users with the Configure IDP right. If you do not see it, ask your DocuWare administrator.
What you see in the list
Each row is one document that needs your confirmation.
Document: The name of the document.
Configuration: The name of the IDP configuration that processed the document.
Validation Type: The step that needs your confirmation.
Date/Time: When the document was uploaded for processing.
Validation types
Which validation types appear depends on the IDP configuration. A document can wait for one of the following steps.
Splitting: IDP divided a file into separate documents and is unsure whether the division is correct. You check where one document ends and the next one begins.
Classification: IDP assigned a document type, for example an invoice or a delivery note, and is unsure whether the type is correct.
Extraction: IDP read index data from the document, for example a date or an amount, and is unsure whether the values are correct.
Validating a document
Double-click a row. A pop-up opens and shows the result that IDP suggests.
Check the suggestion. If it is wrong, correct it before you confirm. The document then continues with your corrected values.
Confirm the result. The document disappears from the list and continues automatically.
You can validate only one document at a time. You cannot reject or delete an entry; every document in the list must be confirmed before it continues.
You do not need to work through the list in a fixed order. Other users see the same list, so a document may disappear because a colleague has already validated it.
DocuWare does not notify you when documents are waiting, so check the IDP Validations tab regularly.
Why documents appear in this list
Your administrator decides which steps need your confirmation. For splitting and classification, they can also set how certain IDP must be. Documents below that level are sent to you, the rest are processed automatically.
If too many or too few documents reach your list, contact your administrator. For details, see IDP configuration overview.