If Fluent extracted something incorrectly — or a field is missing — you can edit it directly on the document. No separate edit mode, no tools to open.
Editing fields
Text fields and dropdowns — click to edit or pick a new value
Line items — click any cell in the line-item table to edit quantity, price, description, or GL distributions
Add a line — use the + icon at the bottom of the table
Remove a line — use the − icon on the row
Saving your changes
Edits are not saved automatically. When you're done:
Click Save
Your changes are merged into the document, and a new version is recorded
If the document is ready to move forward, click Process after saving to push it to your ERP.
What gets tracked
Every edit is logged in the document's activity timeline:
The user who made the change
A timestamp
The specific fields that were updated
This gives you a full audit trail of who changed what and when.
Editing a 🔴 Rejected document
If a document has been 🔴 rejected, editing it automatically:
Moves the document back to 🟣 Pending
Resets all approvers' statuses so the approval cycle starts over
This makes sure reviewers see your changes before the document can move forward again.