Unified Review Queue for Documents and Spreadsheets

One review queue for a document and its companion spreadsheet

If your workflow processes a PDF packet alongside its companion spreadsheet, your reviewers used to get two separate queues for what was really one job. Split Document and OCR can now join a review session that another step already started. Your PDF and its workbook show up together, in one queue, for one reviewer.

How it works

Split Document and OCR no longer always starts its own review session. It can now join a session that another step in your workflow already opened. When a PDF and its accompanying spreadsheet come from the same job, your reviewer sees both in one place instead of working through them separately.

To make this possible, Document OCR now includes its review session ID in its output. If you chain steps together, the next step in line reads that ID and joins the same session instead of starting a new one.

We also fixed how spreadsheet reviews get counted toward your usage. Before, reviewing a spreadsheet did not count the same way a document page did, so your usage numbers did not match what was actually processed. Now a sheet counts like a page, consistently, across your account.

This is live now for any workflow using Split Document and OCR, Document OCR, or Process Spreadsheet. You do not need to turn anything on.

Where this is useful

Freight and logistics operations

When a load comes in as a rate confirmation plus a packing slip spreadsheet, your team no longer reviews them as two disconnected jobs. One reviewer opens one queue, checks the rate confirmation and the packing slip side by side, and clears the whole load in one pass instead of chasing two separate review tickets.

Customs brokers

A commercial invoice often arrives with a companion spreadsheet listing HS codes and declared values. Your compliance reviewer now sees the invoice and its declared value sheet in the same queue, which makes it easier to catch mismatches before an entry summary goes out and reduces the chance of a review step slipping through unchecked.

Lending and mortgage

A loan application package frequently includes an income verification sheet as a separate file. Instead of your underwriting team reviewing the application and the income sheet on different tickets, both now land in one queue, which keeps your audit trail cleaner and your reviewers from second-guessing whether they already checked a related file.

Manufacturing and procurement

When a supplier sends a purchase order alongside a packing spreadsheet, your procurement team can now review both together instead of matching them up manually after the fact. This cuts down the back-and-forth of tracking whether a PO and its packing slip data both cleared review.