At Rossum, we are trying to make any integration as easy as ABC. Today, we will present a new feature called the Confirmed tab that will make your life easier. When will you appreciate the benefits of this feature?
- When you confirmed a document and within a few seconds you realized that you made a mistake.
- If you want to go through the confirmed documents once again before exporting them.
- If you had been moving the already exported documents to the deleted state so that you could download the exported data which you would later send to another software.
We’ve collected your feedback and came up with a solution called the Confirmed tab. You can find the tab between the Postponed tab and Exported tab. It represents a new “confirmed” state in the document workflow.
What to use the Confirmed tab for?
In the Confirmed tab you can accumulate all the documents you’ve reviewed but haven’t exported yet.
By clicking on the documents you can browse through the confirmed files in a read-only view, postpone them or perform any standard actions.
You can still update them by clicking on the eye icon, changing the values and clicking on the “Confirm” button.
Once you know you want to export the batch of the documents, click on the “Export” button where you can select the format of the data to be exported. This button will download the data and move the documents to the Exported tab.
How to enable the Confirmed tab?
You can enable the Confirmed tab in the settings of the target queue:
- Click on the gear icon to get to the settings
- Navigate to the target Queue
- Open the Settings tab
- Scroll down to Confirmed state section
- Enable the Confirmed tab
Optionally, you might need to hide the export button on the confirmed tab. This could be useful mainly when your integration depends on an RPA robot that exports the documents over the API and you don’t want users to disrupt the exporting process.
Note: Please, keep in mind that enabling/disabling Confirmed tab has an impact on your workflow. When the tab is enabled, the documents will be moved there after the documents have been confirmed. If you will be disabling the Confirmed tab, make sure you don’t have any documents in the tab, otherwise you won’t be able to see them once the tab is disabled. However, they will still be there when you enable the tab again.
Note: When using a Connector and having the Confirmed tab enabled, the documents will still be switched to the “confirmed” state. Calling the “/save” hook will be skipped in such case. You can export the data manually or via API. If you think that accumulating a batch of documents in the Confirmed tab then saving the data over the connector would be valuable to you, let us know at firstname.lastname@example.org.