Preview a Document

View Document Details

Follow these steps to view details of a document after IDP has analyzed it:

1. Click on a document to open it. A preview is displayed for PDFs and images.

2. Click the to view meta data for the document.

   
3. Click on the Edit icon to view or change an attribute.

4. Click the Document Actions menu to view a list of actions that can be performed on the document.

   

The Reprocess Document Actions are available for Administrators only

Download Folders and Documents

Follow these steps to download dossiers, subfolders or files:

1. Click on a folder or file to view it.

2. From the Dossier\Folder\File Actions menu, select Download.

3. The selected resource will be downloaded to the default downloads folder.

• Downloading a folder will include all its subfolders and files.

• Downloading a subfolder will only include its own contents and any subfolders within it, without including content from higher levels.

• Folders are downloaded as ZIP files, while individual documents are downloaded in their original format.

Renditions

Renditions are alternative representations of a document, or its content after ProcessMaker IDP has processed and analyzed it. This version highlights the data and attributes identified by IDP, allowing users to easily review and analyze the extracted information.

Renditions must be configured by an Administrator before they are available for users to view.

A Rendition of a Document

Follow these steps to view Renditions of a document:

1. Click on a document to open it.

2. From the Document Actions menu, select Renditions to see all current renditions of a document.

3. Click on a rendition to view it.

4. With the rendition open, click on the Document Actions menu again to download it.

If any of the document actions (such as Reprocess OCR, Reprocess Classification, Reprocess NER, or Reprocess AI Model Gateway) are rerun, a new rendition of the document is created.