Documentation

Guides complets et documentation pour AssureConcept

Guide du flux de révision unifié (EN/FR)

This guide explains how to review extracted data, integrate it safely, and rollback if needed.

English Summary
  1. Upload a supported document and wait for Review Required status.
  2. Open Review & Integrate, validate mapping confidence, then adjust fields as needed.
  3. Integrate selected mappings and verify results in Portfolio/Tax/Budget/Insurance/Assets-Liabilities modules.
  4. Use rollback from document actions when imported data must be reverted.
Resume Francais
  1. Televersez un document supporte puis attendez le statut Review Required.
  2. Ouvrez Review & Integrate, verifiez la confiance des mappings et corrigez les champs si necessaire.
  3. Lancez l'integration et validez les resultats dans Portfolio/Tax/Budget/Insurance/Assets-Liabilities.
  4. Utilisez rollback depuis les actions du document pour restaurer les donnees importees.

Source files

  • docs/apps/document_processor/sample_documents/unified_review_workflow.md
  • docs/apps/document_processor/sample_documents/unified_review_user_guide_en.md
  • docs/apps/document_processor/sample_documents/unified_review_user_guide_fr.md