How to validate table data

When validating documents, Transact defaults to the index field view. If your administrator has configured table extraction rules for your document type, you may also need to validate table data.

To switch to the table data view, click Table. This button is red if any table data requires approval.

You can return to the index field view at any time by clicking Field View.

Review the extracted results and make any changes, if needed. Validating table data follows the same process used for validating index fields.

If your administrator has mapped table columns, but has not created an extraction rule for your table, you need to extract the table manually. See the "Semi-Automated Table Extraction" chapter in the Transact Administrator's Guide for assistance.