The record page
Checking a record means comparing it to the document it came from, so the page and the fields sit side by side.
- A walkthrough video, then why the layout is yours to switch
- Three jobs this page does, and which layout suits each
- The four tabs, and what each is for
- What Not set and No match mean on a field
01 · Video
Feature walkthrough
02 · Why
Why do we have this?
Checking a record means comparing it to the document it came from. Putting the page and the fields side by side means you don't have to open the PDF separately.
Why is it set up this way?
Different jobs want different shapes. Someone checking twenty invoices wants everything visible at once. Someone reading carefully wants fewer columns and bigger text. So the layout is yours to switch.
03 · Use cases
Read the fields against the document beside them. Fix anything wrong by clicking it.
Check the values, look at Comments for context, then close the record when you're done.
Logs shows what changed. Automation shows which workflows touched it.
Which layout should I use?
| Layout | Good for |
|---|---|
| Three-column | Seeing everything at once |
| Two-column | A comfortable middle |
| List | Reading carefully, one field per line |
| Grid | Modules with lots of short fields |
04 · How
Work a record
- Click a row in the grid.
- Check the fields against the document on the left.
- Click any value to change it.
- Scroll down for line items.
- Close it with the X, or press the lifecycle button to close the record itself.
05 · Expected result
You can see and change everything on the record without leaving the page. Changes save as you make them.
06 · Troubleshooting / notes
| What you see | What it means |
|---|---|
| "Preview not available" | The record wasn't made from a document — nothing to show. |
| Clicking values does nothing | The record is closed or archived. |
| A field says Not set | Empty. Either nothing was extracted or nobody filled it. |
| A Smart Recognition field says No match | Nothing in the target list matched. See Fix and teach Smart Recognition. |
07 · FAQ
Common questions
Yes, on the left — if the record came from one.
The record's id. Useful when reporting a problem to support.
No, that one's yours.
Where differences found during matching are listed. It belongs to the comparison side of Merchaint — see How matching works.