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All CollectionsUser Manual
Reviewing Documents
Reviewing Documents
Updated over a week ago

Check Status:

  • After uploading the documents, click on the "Status" button to view the files that are processed, in process, or need review.

  • Focus on the "Needs Review" status to understand why a document requires attention.

Reasons for "Needs Review" Status

1. Document Type or Classification Needs Manual Selection:

  • You can also click the "Restart AI" button on the right side of the document to re-process it for classification.

  • If the document still needs review, manually select the correct document type or classification.

Click here to understand different types of classification and types

2. Unable to Extract Facts:

  • Click the "Restart AI" button on the right side of the document to re-process it for fact extraction.

  • If the document still needs review, manually enter the necessary information.

  • If there is no important data in the document, you may leave it blank.

3. Document Exceeded the 3,000 Page Limit:

  • Split the document into two or three separate files, ensuring each is under the 3,000-page limit. Please note: we are working on a fix for these documents to automatically split. If you run into this issue please let us know.

  • Label the split files that you see appropriately . For example:

    • Original file name: 00010-VA Form 21-4138, Statement In Support of Claim-20190912

    • Split file names:

      • 00010a-VA Form 21-4138, Statement In Support of Claim-20190912

      • 00010b-VA Form 21-4138, Statement In Support of Claim-20190912

4. Documents Failed OCR (Optical Character Recognition):

  • Double-check the original document in the unzipped files to ensure it is intact.

  • Re-upload the document and delete the failed one from CaseScribe.

  • If the document is corrupted, repair it using a PDF repair tool, then delete the failed document from CaseScribe and upload the repaired version.

5. Document Date Missing from the File Name:

  • The document date is based on the file name recorded by the VA. If it's not available, the document date will be blank.

  • Manually enter the document date if it is missing.

Ensuring Correct Classifications

1. Verify Document Types:

  • Ensure each document belongs to the correct Document Type (e.g., Agency, JD, SR, Evidence, etc.).

  • Each Document Type has a subset of different Document Classifications.

For example, Jurisdictional Documents (JD) can be classified as::

  • Rating Decision - Narrative

  • Rating Decision - NOA

  • VA 21-526EZ

2. Handling Unclassified Documents:

  • If a document does not have a corresponding type and classification, you may leave it unclassified or select โ€œN/Aโ€. Note that the system will not extract any information from documents marked as "N/A".

  • Alternatively, you can classify a document under a certain Document Type and leave the classification as โ€œN/Aโ€ if it does not fit any existing classifications.

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