By work stream
Why documents need a person
This is the automation improvement list — the largest bars are where effort pays off most.
Documents received (last 30 days)
Busiest senders
Extraction templates
A business partner can have more than one template — sibling variants cover partners who send from multiple systems. A template becomes Proven the first time a reviewer approves a document it read.
Customer templates are keyed on the sending email address. Vendor templates are keyed on the business partner, because vendor documents are often forwarded and the sender is not the vendor.
| Sender / Partner | Keyed by | Doc type | Version | Proven | Status | Created by | Approved by | Created | Docs read |
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