Re-extract a document

Use Re-extract when a document arrived before a rule change and still has outdated captured values or incorrect routing. Re-extracting pulls the document out of its current flow, re-runs it through the data capture engine with all current rules, and reinserts it as if it had just arrived.

What does Re-extract do?

The document loses its position in the approval flow and starts again from the beginning. All current keyword rules, first-approval rules, and supplier defaults apply on the new pass. Notes are preserved. Manual field edits you made after capture are also preserved, but the document restarts from the beginning of the flow.

Where: Approval overview, or the Quarantine tab for documents parked there

1. Tick the checkbox next to the document (or multiple documents) you want to re-extract.

2. Click Re-extract in the action toolbar that appears. The button is visible only to admins, bookkeepers, and consultants.
3. Confirm if prompted. The document is sent back through the capture engine immediately and reappears in the flow routed according to current rules.

Caution

Do not re-extract a document that has already progressed past the bookkeeper step — all prior approvers will have to redo their approval. For small field corrections, edit the field directly on the document instead.

Related: When to re-extract a document · Custom data capture rules · Triage the Quarantine tab