Document Review and Validation is the human-in-the-loop stage where AI-extracted data is examined, corrected, and approved or rejected by authorised users. This capability sits at the centre of the Docupath document lifecycle - between ingestion/extraction and export - and is accessed through the Document Queue and the Dual-Pane Review Screen.
The module provides status-based queue management, configurable column views, data enrichment indicators, confidence colour-coding, and a structured action bar for document disposition.
How It Works
The Document Queue
The Document Queue is the primary workspace for managing documents across their lifecycle. It presents all documents in a tabular queue organised by status tabs - Pending, Validated, Approved, and Rejected - with each tab reflecting a distinct stage of the document lifecycle.
Top Panel Features
The top of the Review Screen provides navigation and filtering controls. Users can redirect to the Upload Screen, search documents by name or content, and apply filters by region, urgency, document type, and organisation. Active filters are highlighted with a red bubble indicator for visibility.
Tab View and Status Indicators
Each tab contains sub-statuses that provide granular visibility into document state:
Pending tab: Processing (AI still extracting), Pending (ready for review), Failed (unsupported format or corrupted file)
Validated tab: Documents reviewed by a Validator but awaiting final disposition
Approved tab: Approved, Sent (pushed to external system), Acknowledged (external system confirmed), Not Acknowledged (sent but unconfirmed)
Rejected tab: Documents rejected manually by reviewers or automatically by business rules, each with a required rejection reason
The Dual-Pane Review Screen
When a reviewer opens a document, the dual-pane layout presents AI-extracted data on the left and the original document on the right. This side-by-side design enables direct comparison between raw input and processed output.
Left Panel - Extracted Data
Displays structured data in Docupath Internal Format (DIF), with a dynamic layout that adapts to the document type being processed. Fields are annotated with enrichment indicators showing whether values were verified from organisation data, AI-enriched, AI-standardised, or AI-transformed. Confidence colour-coding provides at-a-glance quality assessment.
The left panel also Includes expandable fields and layouts such as line-item tables, which can be expanded to view more information at a glance.
Right Panel - Original Document
Shows the original uploaded document in its native format (PDF, image, XML, etc.) with page navigation, zoom, rotation, text extraction, and Select Mode for drawing bounding boxes to capture data directly from the document.
The right panel also includes a dropdown to view attachments if any are present.
Smart Field-to-Document Linking
Clicking an extracted field in the left panel highlights the corresponding section in the original document. Conversely, selecting text in the document copies it into the active field - enabling rapid correction without manual typing.
Data Enrichment Layers
During processing, Docupath applies multiple enrichment types to extracted data:
Enrichment Type | Description |
Verified Org Data – Updated | Corrected using verified organisation settings |
Verified Org Data – Autofilled | Populated from verified organisation settings |
AI Enriched | Inferred contextually from document content |
AI Standardized | Formats normalised (dates, currency, identifiers) |
AI Transformed | Business rules and transformations applied |
Footer Action Bar
At the bottom of the Review Rcreen, the Footer Action Bar provides the primary disposition controls:
Approve: Finalises the document and optionally routes it to external systems
Validate: Available only to Validator role users; moves the document to Validated status
Reject: Requires a rejection reason, which is logged for audit transparency
Close: Exits the document without applying changes
The footer also includes tab switching between the Input Tab (original document) and the Destination Tab (machine-readable output preview, e.g., XML).
Bulk Actions
For high-volume environments, the Document Queue supports bulk operations on selected documents: Delete, Download, Reprocess, and Review. Bulk review accelerates throughput for repetitive workflows.
Supported Configurations and Options
Configuration | Options |
Column visibility | Show/hide columns (Document Number, Uploaded Time, Document Type, Primary Party, Document Date, Status, Action) |
Column labels | DUP (duplicate), URG (urgent) |
Tab views | Pending, Validated (add-on), Approved, Rejected |
Filters | Regions, Documents, Organizations, Urgency, Document types, Status, Date, Validated by |
Search | By document name or document content |
Bulk actions | Delete, Download, Reprocess, Review |
Validation lifecycle | Standard (Pending → Approved/Rejected) or Extended (Pending → Validated → Approved/Rejected) |
Other Technical Specifications
Parameter | Detail |
Maximum files for bulk review | 50 documents at once |
Supported original document formats in right panel | PDF, DOCX, DOC, XLSX, XLS, XML, JPG, PNG, TIFF, TIF, HEIC, HTML, TXT |
Data presentation format | Docupath Internal Format (DIF) |
Enrichment indicators | Hover-accessible info bubbles showing original vs. enriched values |
Right panel features | Page navigation, zoom in/out, rotate, view extracted text, Select Mode with bounding boxes |
Notes
Reprocessing a document resets all manual field edits - including manually assigned trading parties - and returns the document to Processing status
The DUP and URG column labels require their respective features to be active
Documents in Failed status (under the Pending tab) cannot be reviewed and require user action (re-upload or format correction)
Bulk review is limited to 50 documents per operation
Filter configurations are saved for each user and persist across browser sessions.