Your PDF and its companion spreadsheet now review together, in one queue.

If a workflow processes a document and a related spreadsheet, both used to land in separate review queues, even though they were really one job. Now they show up together for a single reviewer to work through. This is for anyone running Split Document and OCR, Document OCR, or Process Spreadsheet in the same workflow.

What's new

Shared review sessions

Split Document and OCR can now join a review session that another step already started, instead of always starting its own. A PDF and its accompanying workbook can show up together, in one queue, for one reviewer.

Review session handoff

Document OCR now passes its review session ID forward as part of its output. When you chain steps together, the next step in line knows exactly which session to join instead of starting fresh.

Consistent usage counting

Spreadsheet reviews now count against usage the same way document pages do. A sheet counts like a page, consistently, everywhere. This closes the gap between what you were billed for and what actually got processed.

Where this is useful

Logistics and freight

A Bill of Lading arrives with a rate confirmation spreadsheet attached. Instead of two separate review tasks landing in a processor's inbox, both show up as one job, reviewed once.

Lending and mortgage

A loan package includes a PDF application and a supporting income spreadsheet. Both now route to the same reviewer in one pass instead of splitting the review across two queues.

Manufacturing and procurement

A purchase order PDF comes paired with a parts list workbook. Split Document and OCR joins the session Document OCR already started, so the procurement lead reviews both together.

This is live now for any workflow using Split Document and OCR, Document OCR, or Process Spreadsheet. Nothing to turn on.