Validation & Review

Once a workflow has been created and documents have been processed, the next step is to review and validate the extracted data. This section is about:

• Reviewing results
• Validating data
• Correcting outputs
• Preparing data for export or use

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Important distinction

Before going further, it’s important to clarify a common source of confusion. You can always go back and refine the workflow if results are not good enough. This section focuses on validating results, not on editing prompts.

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Table view

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Reviewing data at scale

The table view lets you review all extracted data across documents. You’ll see:

• One row per document
• One column per field in the schema
• Metadata such as creation date, processed date, and validator

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Table actions

From the table view, you can:

• Run the workflow on unprocessed documents
• Download processed results (CSV, Excel, JSON)
• Delete selected documents
• Open a document in page view
• Download results per document (row-level export)

You can select one or multiple documents to apply actions.

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Working with columns

In the table view you can:

• Reorder columns
• Resize columns
• Sort by any column
• Filter by any column
• Search by document or field value

This makes it easy to spot errors, find edge cases, and focus review where it matters.

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Objects in table view

Fields of type Object (Subtable) appear as grouped items. To review them:

• Expand the object
• View all items in a dedicated table

This allows you to review repeated data like line items separately.

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Page view

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Reviewing one document at a time

The page view is designed for detailed, per-document validation. The layout is similar to the workflow creation view:

• Document viewer on one side
• Extracted fields on the other

The key difference:

Here, you are validating final results, not improving prompts.

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Visual grounding and evidence

Each extracted value is visually linked to the document:

• Colors and numbers connect fields to evidence
• Hovering highlights the source in the document

This helps you understand why a value was extracted.

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Confidence indicators

Each field includes a confidence score.

• Shown as a percentage
• Explained on hover
• Low confidence values require human review

The goal is to reduce human effort by telling you where to look.

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Validating results

You can validate:

• Individual fields
• Entire documents
• Multiple documents at once

Validation options include:

• Thumbs up - correct
• Thumbs down - incorrect

Once validated, the document status updates and results are marked as reviewed.

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Keyboard shortcuts

To speed up review:

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Correcting outputs

When a value is incorrect:

• You can correct it manually
• The corrected value is saved as the validated result

For Object (Subtable) fields:

• You can validate individual items
• Or validate the entire object

You can also:

• Add new items
• Filter to show only items visible on the page

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What’s next?