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Documentation Index

Fetch the complete documentation index at: https://docs.docpipe.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Reviews page shows all pending and in-progress review tasks across your organization.

Review queue

The review queue displays tasks that need human attention. Each task shows:
ColumnDescription
DocumentThe document being reviewed
PipeThe pipe it belongs to
RunThe associated run
StepThe pipeline step that triggered the review
CreatedWhen the review task was created
AssigneeWho claimed the task
ReasonWhy the review was triggered (e.g., low confidence)

Claiming a task

Click a pending task to claim it. Once claimed, the task is locked to you and other reviewers cannot modify it. If you need to release it, click Unclaim to return it to the queue.

Reassigning a task

To send a claimed task to a different reviewer, click Reassign in the task header and select the new assignee. The task moves directly to the chosen user without returning to the general queue. Admins can reassign any task; reviewers can reassign tasks they have claimed.

Reviewing extracted data

When you open a review task, you see the extracted data from the pipeline alongside the original document. You can:
  • View the original document
  • Inspect each extracted field and its value
  • Edit field values to correct extraction errors
  • View the AI confidence score for each field (when available)

Field navigation

  • Click a field to focus it for editing.
  • Press Up and Down to move between fields without leaving the keyboard, mirroring how you’d tab through a form.
  • For array fields rendered as a table, drag the column headers to resize columns so wide values stay readable.

Synchronized scroll

Toggle the sync scroll switch above the panels to scroll the form and payload together. Keep it off to scroll each side independently.

Resizable panels

Drag the divider between the payload and discussion sections to resize them. The layout is persisted for your session so you can match the split to whatever you are reviewing.

Discussion

Every review task has a Discussion thread next to the payload. Leave comments and type @ to mention teammates. Mentioned users get a real-time notification linking back to the task. Thread updates stream live, so you see new comments from other reviewers without refreshing.

Approving a task

Click Approve to approve the extracted data. If you edited any fields, the corrected data is used for the rest of the pipeline. The run resumes from where it paused.

Rejecting a task

Click Reject to reject the extracted data. The associated run is marked as failed.
You must leave at least one comment in the Discussion thread before you can reject a task. This keeps a record of why the task was rejected for anyone reviewing the run later.
Once a review task is closed, its discussion thread and the decision summary stay visible inside the run output for future reference.

Exporting the queue

Click Export to CSV above the review queue to download the current view. If you have rows selected, only those rows are exported.

Review instructions

If the pipeline’s review action includes instructions, they are displayed at the top of the review detail page to guide the reviewer.