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What this feature does

A document model tells Smartflow which fields to extract from a document and how those fields should be reviewed.

Before you start

  • You have Admin access.
  • You know the document type you want to configure.
  • You have a sample document that represents normal usage.
  • You know which fields your team must review before approval.

Steps

  1. Open the configuration area.
  2. Select Document Models.
  3. Select Create model.
  4. Enter a clear model name.
  5. Choose the document type.
  6. Add each field your team needs to extract.
  7. Set the expected field type, such as date, amount, party, or text.
  8. Add review guidance for fields that need careful validation.
  9. Mark critical fields that must be checked before approval.
  10. Save the model as a draft.
  11. Test the model on a sample document.
  12. Review extracted fields and source evidence.
  13. Adjust fields or guidance if the review result is unclear.
  14. Publish the model when it is ready for workflow use.

Tips

  • Keep field names familiar to the operations team.
  • Start with fields required for onboarding before adding lower-priority fields.
  • Use one model per document type when review expectations differ.
  • Archive old models instead of deleting them when they have been used in past work.

Troubleshooting

  • A field is missing from review -> Check whether it was added to the model and included in the workflow.
  • A field extracts the wrong value -> Add clearer review guidance and test again.
  • Users cannot select the model -> Check whether the model is still in draft.
  • A published model needs changes -> Create an updated version and test it before using it in production workflows.

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