IDP Review

Last Updated: May 19, 2026

When a document processed through an Intelligent Document Processing (IDP) workflow step contains one or more fields below the configured confidence threshold, it is routed to the assigned reviewer. Use this procedure to review extracted fields, correct values, and submit the document.

Before you begin: You must be assigned as the reviewer for the workflow, and you must have the Intelligent Document Processing permission assigned to your role.

Review Tasks

1. Open the Review Task

  1. Open the email notification or go to your task queue in Vasion Automate.
  2. Locate the task with type Document Review.
  3. Select the Review button to open the review interface.

Task view with a review document.

2. Review Extracted Fields

The review interface opens in a two-panel layout. The document appears in the left panel. Extracted fields appear in the right panel.

  1. In the right panel, select the Items to Review tab to see only the fields that fell below the confidence threshold.
  2. Select a field to highlight its corresponding location in the document with an outlined box. The document viewer scrolls automatically to the highlighted area.
  3. Review the extracted value. If it is correct, no action is needed.

3. Edit a Field Value

  1. Click a field value to enter edit mode.
  2. Update the value as needed.
  3. When you edit a field:
    1. The confidence score is removed.
    2. The field is marked User Modified.
    3. The field moves out of the Items to Review tab automatically.
    4. The original extracted value is preserved and can be restored.
  4. To restore a modified field to its original extracted value, select the revert option on the field after saving.

4. Fill In an Empty Field

If a field has no extracted value, it appears with placeholder text.

  1. Click the empty field and type the value.
  2. User-entered values are marked User Added and carry no confidence score.

5. Review All Fields

Select the All Items tab to review all extracted fields, including those that met the confidence threshold and any fields you have already edited.

6. Submit or Close the Review

  1. When you are satisfied with the extracted data, select Submit to complete the review and advance the document in the workflow.
    1. Submit closes the task and moves the document to the next workflow step.
    2. The Close button saves your progress and keeps the task open for later.

After submission, extracted data is accessible in read-only mode via the File Information tab in the Unified Viewer in Vasion Storage.

Next Steps