When reviewing documents in Rossum, there are multiple ways of moving between data fields, confirming them, and editing them. Over time, operators find the most suitable way for them to review documents.
In this article, we provide some tips on how to speed up the reviewing process using various keyboard shortcuts or tricks in the UI when working with header fields, tables or search panel:
Move between fields that don’t have the checkmark displayed next to them and await your review.
CTRL + Shift ⇧ + A (Windows) CMD ⌘ + Shift ⇧ + A (Mac)
Add a new value to the end of the multivalue header field.
Shift ⇧ + Click
Add a new value to the multivalue header field without pressing the “Add a value” button.
You can hold SHIFT and keep clicking on various values to add them to the multivalue field.
If you hold down SHIFT and click on one of the values already added to a multivalue field (on the left panel of validation screen), it will highlight all the values above, including the one you clicked on, and allow you to delete them.
Hold ALT (Windows) Hold OPTION ⌥ (MAC)
Displays suggested bounding boxes – values recognised on document and available for annotation.
Tables
TAB
Move between fields in the direction from the beginning of a row to its end.
UP ↑, DOWN ↓, LEFT ←, RIGHT →
You can use the arrows to move around the table space.
CTRL + Shift ⇧ + A (Windows) CMD ⌘ + Shift ⇧ + A (Mac)
Add a new row to the end of a table.
Drag & Drop
You can click on a cell and drag its bottom right corner to the cells below it to copy its values.
Hold ALT (Windows) Hold OPTION ⌥ (MAC)
Displays suggested bounding boxes – values recognised on document and available for annotation
Search Panel
CTRL + Shift ⇧ + F (Windows) CMD ⌘ + Shift ⇧ + F (Mac)
Use this shortcut to open or close Search Panel.
Escape
Closes Search Panel.
ENTER
While in Search Panel, use it to navigate to the next searched value.
Shift ⇧ + ENTER
While in Search Panel, use it to navigate to the previous searched value.
Header fields
Shortcut
Action
TAB
Move to the next field in the sequence.
Shortcut
Action
ENTER
Move between fields that don’t have the checkmark displayed next to them and await your review.
Shortcut
Action
CTRL + Shift ⇧ + A (Windows) CMD ⌘ + Shift ⇧ + A (Mac)
Add a new value to the end of the multivalue header field.
Shortcut
Action
Shift ⇧ + Click
Add a new value to the multivalue header field without pressing the “Add a value” button. You can hold SHIFT and keep clicking on various values to add them to the multivalue field.
Shortcut
Action
Shift ⇧ + Click
If you hold down SHIFT and click on one of the values already added to a multivalue field (on the left panel of validation screen), it will highlight all the values above, including the one you clicked on, and allow you to delete them.
Shortcut
Action
Hold ALT (Windows) Hold OPTION ⌥ (MAC)
Displays suggested bounding boxes – values recognised on document and available for annotation.
Tables
Shortcut
Action
TAB
Move between fields in the direction from the beginning of a row to its end.
Shortcut
Action
UP ↑, DOWN ↓, LEFT ←, RIGHT →
You can use the arrows to move around the table space.
Shortcut
Action
CTRL + Shift ⇧ + A (Windows) CMD ⌘ + Shift ⇧ + A (Mac)
Add a new row to the end of a table.
Shortcut
Action
Drag & Drop
You can click on a cell and drag its bottom right corner to the cells below it to copy its values.
Shortcut
Action
Hold ALT (Windows) Hold OPTION ⌥ (MAC)
Displays suggested bounding boxes – values recognised on document and available for annotation.
Search Panel
Shortcut
Action
CTRL + Shift ⇧ + F (Windows) CMD ⌘ + Shift ⇧ + F (Mac)
Use this shortcut to open or close Search Panel.
Escape
Closes Search Panel.
Shortcut
Action
ENTER
While in Search Panel, use it to navigate to the next searched value.
Shortcut
Action
Shift ⇧ + ENTER
While in Search Panel, use it to navigate to the previous searched value.
