1. Access the Client Entity 0:01
Navigate to the left-hand side menu.
Select the client entity you want to work on.
💡 You can collapse the side menu to enhance your view of the file and extraction review experience by clicking collapsing icon.
2. Identify Documents Needing Attention 0:29
Look in the source documents column for files that require your attention.
Documents may arrive here by default, through direct upload, or via SharePoint/Google Drive integration.
💡 Understand Document Complexity
Files deemed complex that need manipulation will be parked in the source documents column.
Simple, single-AP bill, AR invoices or statements flow directly into the relevant column with data already extracted.
3. Process Complex Documents 1:25
For complex files, you can split them into individual extractions:
Select the pages that belong to a single document.
Click the Create Extractions button.
Assign the correct Extraction Type during creation:
AP Bills
AR Invoices
Bank Statements
Repeat these steps until all pages in the complex file are split into separate extractions.
💡 Why this matters
Choosing the correct extraction type at creation ensures Tofu applies the right extraction logic, validations, and downstream workflow for each document. This is especially important in multi-type extraction setups where different document types are processed and reviewed differently.
4. Mark Documents as Done 1:47
Once all pages are correctly assigned to extractions, mark the file as done.
Hover over pages to ensure each is linked to an extraction.
5. Move to Extraction Column 1:59
Once the Source Documents column is empty, click the button on the top right to access the Extraction column.
6. Confirm Data Extraction 2:11
Select newly created extractions from the original file.
Click the extraction icon to confirm they are ready for processing.
The extraction will follow the rules and workflow associated with the selected extraction type.
💡 You can do data extraction in bulk by selecting multiple extractions.
7. Review Existing Extractions 2:35
While new files process, review previously accepted extractions (AP Bills, AR Invoices, Bank Statements).
Use the centering functionality to zoom in on specific data sources.
8. Verify Extractions 3:03
Ensure all data in the extraction matches the original document.
Verify to complete the review process.
9. Completion and Next Steps 3:10
Verified extractions will disappear from the list due to the filter.
You will automatically be directed to the next extraction for review.
A pop-up confirms that knowledge about the verified extraction is saved under Supplier Knowledge in Settings.
Note: If a document stays in Pending or shows Limit Reached, your organization may have hit a monthly usage limit. Check Billing, upgrade to resume processing, or wait for the monthly reset.