Screen, role, and action reference

This page is the product coverage map for eDocify documentation. It answers five practical questions:

• which product owns the screen;
• which role should see it;
• which menu item opens it;
• which tabs and buttons exist there;
• what must be documented and regression-tested when the screen changes.

The screenshots referenced here are captured from the local eDocify app in English product-scoped demo sessions. They are stored under /img/edocify/role-workspaces/.

Products

Product	Main users	Main workspace goal
Accounting Workspace	Accountants, AP teams, accounting service firms	Receive invoices, verify accounting data, approve, and export to ERP.
Enterprise IDP / OCR Operations	Document factory teams, verifiers, BPO operators	Run high-volume OCR, verification, provider quality, and exception handling.
E-document Archive	Records managers, archivists, auditors, viewers	Preserve, search, govern, and evidence documents after business processing.

Role catalog

Role	Product scope	Responsibility
System admin	Platform and sandbox	Full configuration, users, product scope, security, billing, and emergency administration.
Tenant admin	Client group	Manages tenant group settings, companies, roles, policies, and product availability.
Client admin	Company or client	Manages client-level fields, lists, approval rules, and user assignment.
Integration admin	Product and client group	Owns inboxes, Drive, SharePoint, API, ERP routes, webhooks, retries, and connector health.
AI learning user	Internal AI governance	Curates samples, golden datasets, release gates, provider benchmarks, and local OCR learning.
Accountant	Accounting Workspace	Uploads, reviews, filters, prepares, and exports accounting documents.
Verifier	Accounting and IDP	Corrects OCR/AI headers, line items, regions, validations, and QA exceptions.
Approver	Accounting and IDP	Approves or rejects document-level and line-level approval tasks.
Finance director	Accounting and IDP	Handles high-value approvals, risk exceptions, and finance escalation views.
Auditor	All products where granted	Reviews audit trail, quality evidence, reports, archive evidence, and process history.
Viewer	Archive and read-only scopes	Searches and opens allowed documents without changing operational data.

Product and menu matrix

Menu item	Products	Typical roles	What it documents
Overview / Portal	Accounting, IDP, Archive	Admin, tenant admin, integration admin	Product profile, KPIs, workflow summary, product boundaries.
Accounting setup	Accounting	System admin, tenant admin, client admin, integration admin	Company, intake, OCR, lists, field rules, ERP setup, setup modes.
Intake	Accounting, IDP	Admin, accountant, client admin	Portal upload, source sync, intake item queue, retry, ignore, reroute, preparation.
Documents	Accounting, IDP	Accountant, verifier, approver, auditor, viewer	Document list, saved views, filters, bulk actions, document card, statuses.
Verification	Accounting, IDP	Verifier, admin	Professional workbench, locks, field editing, lines, region OCR, focus mode.
E-document archive	Archive	Archivist, records manager, auditor, viewer, admin	Archive search, record detail, retention, legal hold, evidence package.
Clients	All admin scopes	System admin, tenant admin, client admin	Client profiles, document fields, product access, company configuration.
Lists	All admin scopes	Admin, integration admin, client admin	Reference lists, CSV/API/Rivile/SQL/Bank of Lithuania sync, lookup bindings.
Field rules	Accounting, IDP	Admin, client admin	Field Processing Studio, normalization, validation, rule tests, publish/rollback.
Hierarchy	All admin scopes	Admin, tenant admin, client admin	Company tree, user assignment, delegations, approval governance.
Integrations	All product scopes	Integration admin, admin	Connectors, inboxes, Drive, SharePoint, API, health, retries, source routing.
ERP exports	Accounting, IDP	Integration admin, accountant, admin	ERP profiles, dry-run, mapping repair, export jobs, retry, cancel.
Reports	All products	Admin, accountant, verifier, auditor, finance director	Product-specific KPIs, exceptions, performance, quality, archive reports.
Audit	All products	Auditor, admin	Filtered event log, evidence, IP/user context, queue, document, export, demo events.
Plan and billing	Product account scopes	Admin, finance director, integration admin	Subscription, plan, payment methods, invoices, usage and billing actions.
Mobile app	Accounting, IDP	Admin	Mobile capture setup, push notifications, mobile intake direction.
AI Learning	IDP/internal	AI learning user, system admin	Samples, golden data, benchmarks, release gates, local OCR learning.
Quality guarantee	IDP/internal/accounting governance	Auditor, AI learning user, system admin	Accuracy targets, SLA, QA sampling, provider regression.

Top bar actions

These actions appear across several product workspaces and should be documented as global behavior:

Action	Expected behavior
Upload document	Opens product-appropriate intake. Accounting and IDP use batch intake; Archive uses archive import.
Quick recognition	Opens interactive OCR/verification flow for one document.
Product profile switch	Changes the visible product scope only when the role is allowed to access more than one product.
Language selector	Switches UI language without leaving the current workflow.
Notifications	Shows operational notifications, approvals, failed jobs, and user-specific alerts.
Settings	Opens allowed settings for the current role, not global settings for normal users.
Back to demo roles	In demo sessions, returns to the product and role picker without leaking another sandbox.

Accounting Workspace action coverage

Accounting setup

Setup has three operator modes:

Mode	Use
Summary	Fast pilot setup for small teams.
Detailed	Normal customer onboarding with all relevant configuration visible.
Enterprise	Larger organization setup with approval, hierarchy, integration, and governance details.

Setup steps that must be documented:

• company profile;
• intake sources;
• OCR/AI profile;
• lists and lookup dictionaries;
• field processing rules;
• ERP profile and dry-run readiness.

Intake and preparation

Intake actions:

Action	Expected result
Upload files	Adds one or many files to a batch with metadata, tags, and routing options.
Refresh queue	Reloads intake items and source synchronization status.
Source sync	Runs the selected inbox, Drive, SharePoint, API, or archive import connector.
Retry item	Requeues a failed intake item.
Ignore item	Keeps the audit trail but removes the item from active work.
Reroute item	Changes client, source, document type, or target flow.
Open workbench	Opens split, merge, rotate, and manual preparation before OCR.

Preparation actions:

• split before page;
• merge with previous document lane;
• rotate selected page;
• remove selected page;
• drag pages between document lanes;
• set page type;
• confirm prepared batch;
• expand to full-screen mode for large batches.

Document list

Document list coverage:

Area	Documentation requirement
Saved views	All, approvals, ERP ready, exceptions, integrations, duplicates.
Filters	Search, status, risk, source, OCR/AI profile, document type.
Columns	User can save visible columns, order, density, and status colors.
Bulk actions	Mass edit, AI processing, archive, export, delete.
Counterparty view	Supplier/customer context, rules, i.SAF/export preparation.
Dead-letter queue	Failed OCR/export jobs, retry, dismiss, open related document.

Document card

Document card actions that must be explained:

• run OCR/AI processing;
• select or open document in verification;
• delete document when allowed;
• archive document;
• approve document;
• dry-run ERP export;
• export to ERP;
• retry or cancel export job;
• dispatch notifications;
• download approval evidence;
• open mapping issue source;
• save fields and retry export.

Verification Workbench action coverage

The professional workbench has three work modes:

Mode	Purpose
Productivity mode	Default focus queue, confidence heatmap, QA state, hotkeys, performance signals.
Header mode	Invoice or document-level fields with confidence, validation, and lookup suggestions.
Line mode	Line item verification, paging, row actions, bulk accept, line-level approvals.

Tabs:

Tab	Purpose
Header	Buyer, vendor, invoice number, dates, totals, IBAN, currency, required fields.
Lines	Line item table with quantity, price, VAT, total, codes, cost center, project, approver.
Allocation	Dimensions, cost centers, project split, routing and accounting dimensions.
ERP	Export dry-run, mapping issues, payload status, retry and cancel actions.
Attachments	Email, delivery notes, purchase orders, exported payloads, supporting files.
History	Backend status, user actions, lock events, field changes, export events.
Chat	Document conversation between accountant, verifier, approver, and AI.
AI	AI suggestions, commands, checks, and assistant actions.

Line mode actions:

• first, previous, next, and last page;
• add line;
• move line up or down;
• remove line;
• accept all safe lines;
• save line items;
• focus line and highlight its document zone;
• assign line approver;
• bind project or cost center from reference lists.

Region OCR actions:

• mark an area on the document;
• choose a target field;
• write recognized text into the selected field;
• keep region coordinates stable after zoom;
• record the region update in history.

Enterprise IDP / OCR Operations action coverage

IDP uses the same core intake, document, verification, and export modules, but with a document-factory mindset:

• large queue visibility;
• provider routing;
• OCR/AI benchmark;
• verifier team workload;
• QA sampling;
• four-eyes review;
• exception classification;
• release-gated recognition improvements.

AI Learning actions:

Action	Expected result
Refresh dashboard	Reloads real samples, provider metrics, and OCR history coverage.
Select pending samples	Filters samples that need approval or exclusion.
Promote mini-golden samples	Moves approved corrections into a small controlled benchmark set.
Run mini-golden accuracy	Compares provider/model/rule performance on the controlled set.
Create release candidate	Creates candidate version for model, prompt, provider route, or rules.
Publish release candidate	Promotes candidate when release gate passes.
Rollback release	Restores previous approved version.
Approve selected	Marks selected samples as usable training/evaluation data.
Exclude selected	Removes noisy or invalid samples from learning.
Export preview	Creates exportable benchmark/training preview.

E-document Archive action coverage

Archive coverage:

Area	Documentation requirement
Archive search	Search, date range, record type, retention class, legal hold, tags, source.
Record detail	Metadata, original file, OCR text, hash, evidence chain, events.
Legal hold	Place or release legal hold with reason and audit trail.
Retention	Review disposition, defer deletion, approve retention action.
Evidence package	Download audit-ready evidence package.
Archive reports	Retention, preservation, legal hold, source volume, disposition queue.

Archive actions:

• select archive record;
• download original file;
• download evidence package;
• toggle legal hold;
• review disposition;
• defer disposition;
• open source document if linked;
• clear filters;
• apply archive filters.

Configuration and administration actions

Client profiles and document fields

Actions:

• reload client profile workspace;
• select client profile;
• edit profile name, key, document type, ERP profile, OCR/AI provider;
• add or remove document fields;
• add or remove profile lists;
• add or remove list items;
• save profile;
• configure line-level approval availability.

Lists and lookup sources

List sources:

• manual;
• CSV;
• Rivile API;
• SQL table;
• custom API;
• Bank of Lithuania currency rates.

Actions:

• sync list;
• add list;
• select list;
• save list configuration;
• add list item;
• remove list item;
• bind list to document field;
• use list in verification dropdowns and validation.

Field Processing Studio

Actions:

• create profile;
• save draft;
• add rule;
• remove rule;
• run test with OCR text;
• ask AI to suggest a rule;
• publish profile;
• rollback version.

Rule operations to document:

• trim;
• replace;
• regex replace;
• substring;
• split;
• concat;
• normalize date;
• normalize amount;
• normalize IBAN;
• lookup enrichment;
• conditional validation.

Export center

Export actions:

• filter export jobs;
• select job;
• inspect payload and errors;
• repair mapping;
• save repair and retry;
• run dry-run;
• retry failed job;
• cancel active job;
• open related document.

Reports, audit, and billing actions

Reports

Reports use time range, dimension, and metric filters. Product-specific reports should avoid mixing unrelated product semantics:

• Accounting: documents received, verification throughput, approvals, ERP export, exceptions, supplier trends.
• IDP: provider accuracy, verifier productivity, QA sampling, SLA, field/line corrections.
• Archive: retention, legal hold, evidence downloads, disposition queue, preservation status.

Audit

Audit filters:

• category;
• severity;
• actor;
• subject type;
• tenant/client/company;
• date range;
• page size;
• quick filter chips.

Audit categories:

• document;
• intake;
• queue;
• OCR;
• AI;
• verification;
• approval;
• export;
• notification;
• demo;
• learning.

Billing

Billing actions:

• view current product subscription;
• update payment method;
• set default payment method;
• request plan change;
• request billing details update;
• request cancellation;
• download invoice.

Billing documentation must be product-aware. Accounting, IDP, and Archive plans should not look like one mixed pricing table inside a customer workspace.

Documentation coverage checklist

Every new screen or button should be documented with this checklist:

Check	Required documentation
Product scope	Which product owns the feature and whether it is shared.
Role scope	Which roles can see and execute the action.
Menu route	Which menu item, tab, or route opens it.
Main action	What happens after the click and what backend state changes.
Audit trail	Which event is written and which identifiers are captured.
Failure behavior	Retry, cancel, validation, dead-letter, or visible error state.
Screenshot	Real English UI screenshot from the product-scoped demo session.
Regression test	Playwright, backend unit, contract, or smoke test expectation.

Gaps now covered by this reference

This reference fills the documentation gaps that were not obvious in product pages alone:

• exact role-to-menu boundaries;
• top-bar actions;
• intake item retry, ignore, and reroute;
• document preparation split, merge, rotate, remove, and full-screen;
• document delete, archive, export, and dry-run actions;
• verification mode and tab inventory;
• line-item row actions;
• region OCR into selected fields;
• attachments and document chat;
• AI Learning release controls;
• archive legal hold and evidence package;
• billing and plan actions;
• list source types and lookup binding behavior;
• audit filters and categories.