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What this guide covers

This guide walks you through your first end-to-end workflow: upload a credit agreement, wait for extraction, review fields, approve results, and export to your loan system.

Before you start

  • You have Analyst or Reviewer access.
  • You have a sample credit agreement in PDF, Word, or scanned image format.
  • Your loan system export connection is enabled by your admin.

Steps

  1. Open Smartflow and select Upload Document. What to expect: You see a file picker and an upload queue.

  2. Select your credit agreement file, then select Start Upload. What to expect: The document appears in the queue with status Uploaded.

  3. Select the uploaded document and choose Run Extraction. What to expect: Status changes to Processing. Most files complete in under 5 minutes.

  4. Wait for status Ready for Review. What to expect: You see extracted sections such as borrower, facility terms, pricing, and key dates.

  5. Open Extraction Review and check fields marked Needs Review first. What to expect: Each field shows a confidence level and can be opened for detail.

  6. Select a field to view its source clause. What to expect: The related text in the document is highlighted so you can verify provenance.

  7. If a value is wrong, edit the field and save. What to expect: The field status updates to Verified after your confirmation.

  8. When all required fields are verified, select Approve Extraction. What to expect: The document status changes to Approved.

  9. Select Export and choose your configured loan system target. What to expect: You see export progress and then a success message with timestamp.

Tips

  • Start with low-confidence fields to reduce rework later.
  • Use source highlights to confirm values quickly.
  • If export fails, save your review first, then retry export.

Troubleshooting

  • Extraction takes longer than expected: Check file size and scan quality, then refresh status after 2-3 minutes.
  • Missing values in review: Confirm the document was uploaded fully, then rerun extraction.
  • Export button disabled: Confirm all mandatory fields are verified and approved.

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