QDocs

Most of QDocs runs behind the scenes: a workflow splits, classifies, and reads documents as they arrive, and you see the results on the record. This page covers what you’ll see, the document options you can run yourself, and how to work items sent to you for review.

Options appear only where your administrator has turned them on and your role has permission to use them. Menu labels can vary by installation.

What you’ll see on a record

Where	What QDocs put there
Documents panel	One document per document in a package, each filed under its document template. A document split from a package is linked to the original package, so you can always open the source.
Document template	The kind of document QDocs decided it is, such as Repair Estimate or Lease. It drives who can see the document, which workflow picks it up, and which worklist it lands on.
Description	The document’s text, read by OCR, so you can search for it.
Labels	Tags such as a language or a review flag.
Scores	The values read from the document, one item per field, each with a confidence. See Read a score.

Run QDocs options on documents

Select one or more documents in the Documents panel, then choose from the menu:

• Split PDF breaks a PDF that holds several documents into separate documents. In the dialog you can set where the new files are saved and which queue runs the job. QDocs uses the PDF’s bookmarks when it has them; your administrator sets up how other PDFs are split.
• OCR reads the text of the selected documents into their descriptions.
• Classify works out which document template each file is and sets it. See AI in QBO for end users.
• Transcribe turns an audio recording (mp3) into text on the document.

These options run in the background. Refresh the panel to see the results.

Tip

If a document is filed under the wrong template, change the template on the document like any other field. If a split came out wrong, open the original package from the split document’s link and ask a power user to look at the split settings.

Check extracted values

Each extracted value has a confidence between 0 and 1: how sure the model was that it found the right value. Before you rely on a value:

1. Open the score on the document and look at the items with the lowest confidence first.
2. Compare each one with the document. An item with no value, or a status such as Multiple Matches or Parsing error, always needs a look. See Confidence and item status.
3. Correct or flag what’s wrong, as your process requires, and complete the review task if one was assigned to you.

Work the review queue

Documents and values that need a person are routed to a worklist, usually by a rule on the document type or the confidence of its values. You work them like any other item:

• Choose Next to get the most important item waiting for you. See Get your next item.
• Check the document and its values, correct anything that’s wrong, and update the item’s status to send it on. See Work the item.

Note

QDocs never sends a document or value anywhere on its own. What happens after review, such as opening a case, generating a letter, or notifying a partner, is set by your organization’s workflows.