SmartDMS
// Getting started

The SmartDMS Guide

Everything from your first upload to approval chains and plain-English search — in thirteen short chapters.

// Chapter 06

Review results & fix mistakes

AI extraction is good, not infallible — so typed extracted fields are editable in the Details tab. Corrections are validated and remembered.

Edit a field

  1. Open the document's Details tab.

    Typed extracted fields are listed there. A field the AI couldn't find shows a dash (—) — it's never hidden, because a blank you can fill is more useful than a blank you can't see.

  2. Click the pencil.

    It appears when you hover (or tab to) a field. The field becomes an input matched to its type — a date picker for dates, a numeric input for amounts, Yes/No for checkboxes.

  3. Save with ✓ or Enter.

    Cancel with ✕ or Escape. Each save records one correction. If the old value remains on screen, close and reopen the document to refresh the Details tab.
Inline correctionIllustrative demo
Correction flow — a missing field is filled, validated, and recorded while the document stays ready.

What happens behind the scenes

  • Your value is validated, server-side, against the document type's schema. A value that doesn't fit (text in an amount field, say) is rejected with an inline explanation — bad data never lands.
  • The document does not reprocess. Fixing a field never sends the document back through OCR or classification — your correction simply becomes the value, and the document stays ready.
  • Every correction is remembered: who changed what, when, and from what to what — per document, for as long as the document exists.
Free-form document types (correspondence, reports, generic forms) show their extracted data as-is rather than as typed fields — the structured editing above applies to typed documents like invoices, contracts, and purchase orders.

That's the core loop: upload or email in, let matching rules file documents, and fix the rare miss. The remaining chapters cover the surrounding machinery — approvals, search, your team, and billing.