'Skip selection' in reconcile inbound PDF workflow in Confirmation

Now you can upload complex structures using custom payload together with your usual Confirmation document. These data fields will be captured and can be seen within the documents used in PDF Templates. 

 

Step-by-step guide to see the 'Skip selection' steps in Confirmation

1. Login to GEN with your credentials; 

2. Go to 'Documents' -> 'Confirmation' tab; 

3. Search and click on a document with an 'Action required' workflow status; 

4. Click on 'Action required' status; 

5. Observe you will be redirected to the 'Reconcile inbound PDF' screen; 

6. Observe the 'Skip selection' option and click on it; 

7. Click on 'Mismatch' or 'Match'; 

8. Resume your work.