Flow steps

Use this reference to help you configure required and optional settings in flow steps.

• Apply Checkpoint

  Verify details identified in a previous step according to validation formulas, and trigger a review for failed validations.

• Apply Classifier

  Identify record type based on a classification model.

• Apply Redactor to Refined Fields

  Redact extracted data.

• Apply Refiner

  Reformat extracted data according to your specifications.

• Document Generation

  Generate Word documents that report extracted data.

• Map Records

  Specify how multipage documents are parsed.

• Process Files

  Digitize documents.

• Run Extraction Model

  Extract data from records.

For details about legacy Flow v2 steps, see:

• Apply NLP

• Apply UDF

• Fetch Files