Workflow stages

#Audit control

Questions about tracking, reviewing, and controlling changes to document extraction workflows.

Configuration control

Can document extraction configurations be audited and version controlled?

Yes. Teams should track changes to extraction fields, instructions, validation rules, and workflow branches so production document automation remains controlled and reviewable.

Sender rules

How do I set rules for specific senders without making the workflow cumbersome?

Use a shared schema for the document type, then add sender-specific instructions only for recurring, meaningful differences that affect extraction or validation.