Solved by Check Document Type
This feature helps you verify a document’s type before you route it into a downstream process. By confirming the document type up front, you can send each document to the correct workflow faster and with fewer errors.
This feature is designed for situations where you need to route incoming documents into different processes but cannot confidently identify their type at the point of intake. It provides a clear step to verify the document type before assigning the document to a workflow or queue. Users can review the document and confirm the intended type so that routing decisions are made with greater confidence. By validating type earlier, teams can reduce misroutes that lead to rework, delays, or missed service levels. The feature supports consistent handling of mixed document streams where similar-looking files may belong to different processes. It also improves operational visibility by making the verification step explicit, helping teams understand why a document was sent to a particular route. Common use cases include shared inbox or scan-to-process scenarios where documents arrive without reliable labels or standardized filenames. It is especially helpful in environments with multiple downstream processes that have different data requirements or handling rules. Overall, the feature helps standardize intake, improve routing accuracy, and reduce time spent correcting misclassified documents.
External Resource
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