Reviewing SmartDoc Results

After SmartDoc scans your document, the page shows an extraction result with a confidence percentage and the standard new reminder form pre-filled below. Click Apply to commit SmartDoc's data into the form, then review every field — title, expiry date, document type, notes, tags, custom fields — and adjust anything wrong before clicking Save. The review uses the normal reminder form, not a separate side-by-side panel.

What you'll see after Scan with AI

The SmartDoc result page has three sections:

Upload controls — at the top, for adding more files or rescanning.
Extraction summary / result — shows what SmartDoc found, including an overall confidence percentage for the scan.
The new reminder form — pre-filled with SmartDoc's extracted values, ready for you to review and save.

This is a full-page layout — there's no side-by-side document preview alongside the form. The document itself is accessible from the form's attachments area if you need to compare against it.

The fields to check carefully

Title

SmartDoc proposes a title based on the document. Sometimes it's good ("ABC Insurance Certificate 2026"), sometimes weak ("Certificate"), sometimes wrong (the issuer's name instead of the document).

Tip: rewrite for searchability. "Office 12 Insurance — 2026" beats "Insurance Certificate" when you're scanning Explorer six months from now.

Expiration date

The single most important field. SmartDoc looks for the most prominent date, but documents often have multiple dates (issue, effective, expiry), and SmartDoc can pick wrong.

Always confirm against the document. A wrong expiry means missed renewals — the whole point of the system.

Watch for:

Issue date vs expiry date — SmartDoc may pick the issue date by mistake.
Day/month ambiguity — "03/04/2027" is March 4 in some regions, April 3 in others. SmartDoc uses your workspace's date format; the original document may differ.
Multi-year documents — pick the date the reminder is meant to track.

Document type

If SmartDoc proposes a document type that doesn't exist in your workspace, you'll get a prompt — "Create and select a new document type…" — with options to create the new type or keep your current selection.

Don't accept new types reflexively. If SmartDoc proposes "Trade Lic." and you already have "Trade License", switch to the existing one so your type list doesn't fragment.

Notes

SmartDoc may pull a relevant snippet from the document into the Notes field — useful context for your team later. Edit or remove what isn't helpful.

Custom field values

SmartDoc only fills custom fields it confidently recognises. Blanks are values SmartDoc didn't find — type them yourself.

Tip: consistent custom field naming helps SmartDoc match better over time. "Policy Number" used uniformly across items is easier for SmartDoc to recognise than fragmented variants.

Folder

SmartDoc files go to the AI SmartDoc folder in Drive automatically, but the reminder itself needs a folder choice for Explorer. Pick where it should live.

Reminder sequence

The default sequence applies unless you change it. If you want a different cadence for this item, switch the sequence on the form. See Apply a different sequence to a reminder.

How the confidence percentage helps

SmartDoc shows an overall confidence percentage for the scan (not per-field). Treat it as a rough quality signal:

High confidence (~90%+) — likely good extraction; quick review and save.
Medium confidence (~70–89%) — careful field-by-field review.
Low confidence (<70%) — expect several fields to be wrong; check the document carefully.

A high confidence number doesn't mean every field is right — it's a rough overall score. Always confirm the expiry date regardless of confidence.

Apply, then Save

The workflow has two action points:

Apply — commits SmartDoc's extracted values into the form, so the form reflects what SmartDoc found.
Save — creates the reminder in Remindax with whatever the form currently shows.

You can edit the form between Apply and Save — your changes are kept on Save, even if they conflict with what Apply originally put in.

What "good review" looks like

A well-reviewed SmartDoc result has:

A descriptive, searchable title — not SmartDoc's generic guess.
A confirmed expiry date that matches the document — read it off the page yourself.
The right document type — not "Other" by default, and not a duplicate of an existing type with slightly different wording.
Custom field values filled in where you can read them.
A deliberate folder choice.
A deliberate sequence choice (default is fine if it's what you want).

This usually takes 30–90 seconds per document and saves hours of cleanup later.

What happens next

Click Save and the reminder is created with your reviewed data.
The file is attached and stored in Drive's AI SmartDoc folder.
The reminder appears in Explorer and on your Dashboard counts.
Notifications fire per your sequence rules.

Edge cases & gotchas

No side-by-side preview. Review uses the normal reminder form; the document is accessible via the form's attachment area.
Confidence is overall, not per-field. Even at 95% confidence, individual fields can be wrong — verify the date especially.
Don't save without reviewing. SmartDoc is a starting point, not the final word.
Document type might silently sneak in. When you accept "Create and select a new document type…" you're adding to your workspace's master list — be deliberate.
Multi-language and unusual layouts reduce accuracy. Review extra carefully.
Apply commits the data to the form, but unsaved form changes are still editable up until Save.