Review Extracted Document Fields

Check extracted values against their source and record your decision.

  • ForReviewers and approvers
  • Task timeAbout 4 min
  • Video1:10
  • Last checked2026-10-22

Overview

Extracted values are suggestions until someone with the right access accepts them. A Match is not an approval.

What you'll learn

  • Open fields that need attention
  • Compare a value with its source
  • Keep a value or ask for a correction
  • Save your decision
1:10 · Captions are on by default. The video plays only when you press play.

Before you begin

Step-by-step guide

  1. Open Ready to approve

    On the shipment's Overview, Ready to approve counts values your documents agree on; Fields Requiring Attention counts values they disagree on. Select Ready to approve.

    The Ready to approve and Fields Requiring Attention cards on the Overview.
    Step 1
  2. Approve correct values

    Each row shows a value and the documents it was found in (Found in). If it is right, select the tick to approve it.

    Ready to approve list with the first row and its approve tick highlighted.
    Step 2
  3. Open a value that needs attention

    In Fields Requiring Attention, select the review button on a row to see the values your documents disagree on.

    Fields Requiring Attention listing the conflicting values.
    Step 3
  4. Choose the value to keep

    Shiplete shows each value and where it was found; use Show on page to check it. Choose the value to keep. For each document that shows something different, choose Request change or Ignore value, then select Save. The field stays open until that document is corrected.

    A conflict with the chosen value and the Request change and Ignore value options highlighted.
    Step 4
  5. Ask for a correction

    Or select Ask for a correction, choose the document to update, write what should change, select OK and then Save. The request appears on the shipment's Changes page.

    Ask for a correction with a document ticked, a message written and OK highlighted.
    Step 5

Expected result

Your decision is saved and the field's status changes.

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