Use the document pane to review sources and extractions

When one or more documents are present for an intake record, you can use the Case files drop-down to browse the attachments, emails, or other source documents. If you are subscribed to Oracle Safety One Intake, you can use the Extraction Viewer to review the automatically extracted the data from the sources

1. Open a record from the Intake Worklist that has the task Review Record.
2. Once you are on the Intake Form, you can review any source documents using the document pane on the left panel of the screen.
3. Select a document to view from the Case files drop-down menu. It loads inside the document pane. You can detach the document pane for expanded viewing by clicking the Open file in new window icon.

   Note:

   Closing the detached document pane sends the opened document back to the inline document pane view.
4. Click Manage Attachments... from the Case files drop-down menu to open the Attachments section of Intake Form.
5. If you have a subscription to Oracle Safety One Intake, you can also use the Extraction Viewer to see details about the information automatically extracted from the source documents. For more information, see Use the Extraction Viewer to review extracted data.