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A LITTLE LIFE GUIDE / TROUBLESHOOTING

Use a saved image preview when reviewing a record

Returning to the saved picture can clarify a number or phrase in your summary.

Returning to the saved picture can clarify a number or phrase in your summary. Treat the preview as a convenient review aid while keeping important originals in their original form.

THE LITTLE THING TO REMEMBER

A preview is useful evidence, not a replacement for every original document.

01

Start with the source

Newly approved image captures store a normalized PNG preview inside the encrypted workspace. Open the record and tap its saved image to zoom. The preview is compressed and stripped of source metadata, so it is not a full-resolution archival copy.

02

Make the review useful

Compare the visible source with the record fields before changing an amount, date or sender. If the preview cannot resolve a small character, use the original file or paper rather than guessing from the summary.

03

Keep the next step clear

Older records cannot recover images that an earlier version did not retain. Source retention and deletion also affect what remains available in records views. Export important data deliberately, remembering that workspace exports are plain JSON rather than encrypted backups.

PUT IT INTO PRACTICE

One step at a time.

  1. 01

    Open the saved record and its image preview.

  2. 02

    Zoom the line that supports the field you are checking.

  3. 03

    Use the original when the preview is insufficient.

  4. 04

    Save reviewed corrections without claiming more detail than the source shows.

A little reference.

Keep the context and your next action together.

Use a saved image preview when reviewing a record: at a glance
CheckExampleYour next step
PreviewNormalized PNGUseful for quick review
OriginalFull PDF or paper pageKeep separately when completeness matters
Older recordText without an imageCannot recreate an image never saved
A simple way through
01Observe
02Check settings
03Try again
ONE MORE QUESTION

Are PDF attachments retained as complete files?

The documented workspace retains recognized text and normalized previews for new image captures; it does not promise full retained PDF attachments.

Your source stays the reference.

These guides explain product workflows. Review extracted names, dates and amounts. Features depend on your device, permissions and optional service setup.

A little more clarity, in your pocket.

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