Understand document processing
See what PaperPilot may add to a document after you upload it.
2 min read
What to expect
After upload, PaperPilot may recognize text, suggest a category, and show details such as dates, amounts, names, or reference numbers. A summary may also be available. Results depend on the document and scan quality.
Check the result
- In Documents, wait until the record shows that processing is complete.
- Open the record and review its Summary, Key fields, and OCR text, when available.
- Compare important details with the original file. If processing failed, use the retry option shown on the record.
- Correct any errors under Review & office details, then choose Save confirmed details.