Keep the original
Preserve the original document and its identity. Derived text, extracted fields, and reformatted copies should remain traceable to it.
Treat extraction as an input
Extraction can be incomplete. Separate machine output from reviewed values and make uncertainty visible.
Link the work
Connect documents to the engagement, workpaper, or decision they support. Avoid copying the same client or document record into separate tools.
Protect the workflow
Use appropriate access boundaries, retention, backups, and review. A document upload button is only one part of a complete intake system.
A concrete starting point.
A corrected extracted value should retain both the original source reference and the review decision, rather than silently replacing the machine output.
Your working checklist.
Mark what you have considered. This checklist stays on this page and is cleared when you reload.
Explore the related work.
General engineering guidance, not a certification, service agreement, or product-specific acceptance report.
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