Transact cannot extract data from a document if the uploaded document is low resolution, or includes artifacts such as smudges or stains on the page. Therefore, you may need to confirm that the extracted data is correct, or manually enter the information that Transact did not extract.

You may need to validate a document if the OCR confidence is low. This means that the system was not confident in what was extracted. Your administrator sets the OCR confidence threshold for each index field.

Your administrator may create validation rules for the extracted data. For example, the Date field may require a specific format, such as MM-DD-YYYY for Month-Day-Year. If the data does not meet that criteria when extracted, it is flagged for you to edit. When you apply the valid format, the flag is removed.