This article applies to:

Manual data entry and corrections

While AI automates much of the data entry, you may need to enter or correct information manually.

Manual entry is needed for:

Unsupported document types

Low-confidence extractions

Missing information

Data corrections

Follow these steps to enter data manually:

Go to the section in the organizer.

Select the field you need to edit or populate.

Enter or correct the information.

Save your changes.

Refresh diagnostics to ensure no new issues arise.