# Compact Validation Station

> The Validation Station enables you to review and correct automatically extracted data from files, or manually process files for data extraction. The Validation Station, once opened, presents all extracted information along with the file being processed.

The Validation Station enables you to review and correct automatically extracted data from files, or manually process files for data extraction. The Validation Station, once opened, presents all extracted information along with the file being processed.

:::note
**FieldsValidationConfidence %** is ignored when using the **Compact** display mode.
:::

Figure 1. Overview of the Compact **Validation Station**

![Overview of the Compact Validation Station](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-overview-of-the-compact-validation-station-529074-e50cb0b8-d6578076.webp)

The fields that are visible in the Validation Station are the ones defined in the **Taxonomy** used in your workflow.

## Document View

The right area of the Validation Station contains an interactive version of the original document, in which text or document sections can be selected, and words can be selected based on the output of the digitization process. This area also contains options for zooming, selecting and rotating pages, searching through the document, or switching to text view.

Figure 2. Overview of the right area of the **Validation Station** that is interactive

![Overview of the right area of the Validation Station that is interactive](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-overview-of-the-right-area-of-the-validation-station-that-is-interactive-187-6d64a8f4-4328590f.webp)

The following table shows the options for the interactive part of the Validation Station screen, and what actions you can perform by using them.

 <caption>
Table 1. Available options in the
                        Validation Station and their descriptions
 </caption>
 <colgroup>
  <col/>
  <col/>
 </colgroup>
 
  
    Option 
    Description 
  
 
 
  
     
    Displays all the available keyboard shortcuts supported by the Validation Station.
      
          - Keyboard shortcuts 
          - Hides the extracted tokens 
          - Switches the panel side from left to right 
      

  
  
    Note: Active except for Communications Mining Validation Actions. 
    Toggles between the text view and image view of the document.
      
          - Image view 
          - Text only view 
      

  
  
     - Text Note: Active only when viewing the document in Text mode. This setting does not apply to Communications Mining Validation Actions. 
    Sets the selection mode while in text view:
      
          - Text 
          - Tokens 
      

  
  
     
    Sets the selection mode while in image view:
      
          - Tokens 
          - Custom area 
          - Choose after selection 
      

  
  
     
    Rotates the current page clockwise. Note: The Rotate option is available only in Image view . 
  
  
     
     Initiates a search between results in the document used by the Validation Station.  
  
  
     
     Resets the zoom level on the document. This option is enabled only if the document was previously zoomed in or out.  
  
  
     
     Zooms in on the document.  
  
  
     
     Zooms out on the document. Note:  To zoom in or out, you can also use the CTRL + scroll mouse wheel combination : CTRL+scroll up to view a specific section of the document; CTRL+scroll down to view a larger section of the document. 
  
 

## **Interacting with the document in the Validation Station**

This section describes how to use the available options for interacting with documents in the Validation Station.

To select a part of the document using the custom area option within the image view:

1. Ensure that **Image view** is selected.
2. Select **Selection mode** and then select **Custom area**.
3. Select the desired area in your document.
4. Go to the document's more options, and choose if you want to **Change extracted value** or **Revert to previous value**.

   Figure 3. Animated image showing how to perform selection in image view

   ![Animated image showing how to perform selection in image view](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-animated-image-showing-how-to-perform-selection-in-image-view-529081-1d7ea9e4-1199779e.gif)

Similarly to how you select a part of the document using the custom area option within the image view, you do the same within the text view. The only difference is that you ensure that **Text view** is selected.

Figure 4. Animated image showing how use the custom area selection in text view

![Animated image showing how use the custom area selection in text view](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-animated-image-showing-how-use-the-custom-area-selection-in-text-view-529088-f2b6d4fe-b8a86ff4.gif)

## Keyboard shortcuts

You can use keyboard shortcuts to optimize the interaction with the Validation Station. You can view them in the **Keyboard Shortcuts** pop-up.

To start using keyboard shortcuts, go to **Menu**, select **Show available keyboard shortcuts**, and then select **Toggle keyboard shortcuts**.

The following table shows all the available keyboard shortcuts and their corresponding descriptions.

 <caption>
Table 2. Validation Station keyboard
                        shortcuts and their descriptions
 </caption>
 <colgroup>
  <col/>
  <col/>
 </colgroup>
 
  
    &nbsp; 
    Description 
  
 
 
  
    n 
     Moves to the next field  
  
  
    p 
     Moves to the previous field  
  
  
    f v 
     Marks a value as validated  
  
  
    f c 
     Changes the extracted value  
  
  
    f z 
     Reverts to the previous value  
  
  
    f a 
     Adds an additional value  
  
  
    f s 
     Toggles between suggestions  
  
  
    ESC 
     Exits edit mode (for Fields and Tables) 
      
         Collapses the derived parts (for Fields) 
         Deselects a line (for Table Selection) 
         Exit table selection mode (for Table Selection) 
         Do not save unconfirmed fields 
      

  
  
    DEL 
   
      
         Removes the selected value (for Fields) 
         Removes the selected line (for Table Selection) 
      

  
  
    CTRLSHIFTENTER 
     Save unconfirmed fields  
  
  
    CTRLSHIFTS 
     Save data as draft  
  
  
    Altp 
     Toggle PDF Viewer focus  
  
  
    d + 
     Zooms in  
  
  
    d - 
     Zooms out  
  
  
    d 0 
     Resets zoom  
  
  
    d r 
     Rotates the page clockwise  
  
  
    d t 
     Toggles the text mode  
  
  
    / 
     Initiates a search  
  
  
    d s 
     Changes selection mode  
  
  
    d a 
     Clears the drawn anchor selection  
  
  
    d h 
     Toggles the extracted tokens  
  
  
    s &uarr;  
     Move selected line right  
  
  
    s &larr;  
     Move selected line left  
  
  
    s &uarr;  
     Move selected line up  
  
  
    s &darr;  
     Move selected line down  
  
  
    s d 
     Duplicate the selected line  
  
  
    s v 
     Vertical line  
  
  
    s f 
     Horizontal line  
  
  
    s a 
     Auto detect by mouse movement  
  
  
    s t 
     Hand tool - move and delete lines  
  
  
    ? 
     This screen  
  
  
    ! 
     Report document as exception  
  
  
    CTRLENTER 
     Save data  
  
  
    CTRLDEL 
     Discard all current changes  
  
  
    Right arrow  &rarr;  
     Moves to the right cell  
  
  
    Left arrow  &larr;  
     Moves to the left cell  
  
  
    Upward arrow  &uarr;  
     Moves to the top cell  
  
  
    Downward arrow  &darr;  
     Moves to the bottom cell  
  
  
    t v 
     Marks a cell as validated  
  
  
    t c 
     Changes the extracted cell  
  
  
    t z 
     Reverts to the previous cell value  
  
  
    t d 
     Discards changes in tables  
  
  
    t DEL 
     Removes the selected cell  
  
  
    t ESC 
     Close the table editor  
  
  
    t e 
     Extract new table  
  
  
    123456789qweryaghjklzxcvm@#$%^&amp;*** ()[]&#123; 
   
      
         Use the key associated with each field to assign values to them (letters are case insensitive). 
         Use the same key to focus on a field if no selections are made. 
         The o key is reserved for the Document Type field assignment. 
      

  
 

Select **Menu** in the right area of the Validation Station, and then select **Hide extracted tokens** to have a clean view panel and hide the highlights of the extracted tokens.

Figure 5. Animated image showing the selection of the **Hide extracted tokens** option

![Animated image showing the selection of the Hide extracted tokens option](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-animated-image-showing-the-selection-of-the-hide-extracted-tokens-option-52909-26cbe68b-86071f9d.gif)

## Data Extraction Section

The area of the Validation Station which displays the document type and its corresponding field, enables you to select the state of each element and link it to its corresponding word or area in the document.

The confidence level of the extracted information is displayed for each document field. Hover over the circle next to the extracted value, to view the **Extraction confidence** and **OCR confidence** values:

* The **OCR Confidence** level is given by the OCR engine used for extraction in the workflow. If the used OCR doesn't report any confidence levels, then N/A is displayed instead of percentages.
* The **Extraction Confidence** level is given by the extractor used in the workflow.

The confidence score should be used only for guidance purposes. You can increase the confidence score by manually validating the data.
:::note
The OCR confidence level changes individually, for each field, if you alter the extracted value of a certain field.
:::

You can use the field shortcuts to assign values to a field or to toggle between fields. Once a value is assigned to a field, it is highlighted by the color of the selected field.

For the assigned value, there is a document crop displayed in the table field. This helps with better locating the area from which the value was extracted and it also serves as a means of double-checking the value by comparing it with the document crop.

:::note
The **Document Type** field is a special field that you can act upon in the following scenarios:
* If the extraction results
contain a document type, and that document type is correct, then no action is required.
* If the extraction results
contain a document type, and that document type is incorrect, then you have to select the correct one and provide evidence for it from within the document.
* If no extraction result is
provided and only one document type exists in the taxonomy, then that document type is pre-selected but needs evidencing.
* If no extraction result is
provided and there are multiple document types in the taxonomy, then you have to manually select the desired document type and provide evidence for it.
:::

Automatically extracted fields have a confidence level percentage that is also color-coded, meant to help you detect fields that need assistance.

There are four levels of confidence:

* Below 50%, color coded in red.
* Between 50% and 85%, color coded in yellow.
* Between 86% and 99%, color coded in light green.
* 100%, color coded in green. To increase the confidence level, you can validate the information by manually selecting it. After you manually select a part of the document, select **Options** for an extracted field, and then select **Change extracted value**.

All fields that contain information have an **Options** ![options](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-options-menu-e1355917-5e39041f.webp) dropdown menu that can be accessed by selecting it. A drop-down list becomes visible, displaying multiple editing options.

The **Options**![options](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-options-menu-e1355917-5e39041f.webp) menu includes the following options:

* **Change extracted value** - Changes the automatically extracted value with a manually selected one. This field is active only when one or multiple values are selected from the document and are different from the original value.
* **Revert to previous value** - Resets the field's value to its last state. This option is active only when a value was previously altered or deleted.
* **Mark as missing** - Marks a field as missing if the information is not available in the document.

:::note
Compact mode adjusts to the available screen space and the placement of the divider between the fields and document view sections. If sufficient space is available, it displays values inline with the field information. However, if space is limited, it will only display the field information. Adjust the width of the field area by dragging and dropping the divider as needed.
:::

#### Selection Modes

There are several ways of selecting text while using the Validation Station wizard. Using them allows you to quickly navigate through the entire document and easily select the desired words for validating a field.

Here is a list of all the available selection options:

* **Select one word** - Select the desired word.
* **Select consecutive words** - Select the first word, then SHIFT+select the last word from range.
* **Select multiple disparate words** - Select the first word, then CTRL+select the rest of the desired words.
* **Combine multiple selections** - Select the first word, then SHIFT+select the last word from a range for the first selection, then hold CTRL+select and SHIFT+select to add another range, until you've completed your selections.
* **Area selection** - Make a selection and choose the selection type:
  + **Tokens**![tokens](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-tokens-selection-a63fe934-267ee9fe.png) - Selects all words in the selected area.
  + **Custom area**![custom area](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-custom-area-custom%20area-c6dc85fe-f7a7ee0a.png) - Captures only the area and not the words in it.
  + **Choose after selection**![choose after selection](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-choose-after-selection-choose%20after%20selection-aa486f80-583d3b60.png) - Selects the entire area, with separate words, leaving you to decide the type of selection.

#### Other Options

* **Notes** - This is only displayed if **Validator notes** for that certain field were enabled in **Taxonomy Manager**. Depending on how it was configured, it can be the following:
  + A text field where you can add notes related to that field, such as why a certain value was chosen or if any extra checks should be performed.
  + A text that cannot be edited.
  + Several options in the form of radio buttons from which you can select one, depending on the situation.
    :::tip
    Check the [ExtractionResult Class](https://docs.uipath.com/activities/other/latest/document-understanding/extraction-result-class "ExtractionResult is a public class that represents an extraction result for a part of a document.") page from the **UiPath.DocumentProcessing.Contracts** section for more information on the two methods related to validator notes, `GetFieldValidatorNotes(<fieldId>)` and `SetFieldValidatorNotes(<fieldId>, <validatorNote>)`.
    :::
* **Edit the field's value** - Changes the content of a field by selecting that field, selecting the value, and adding the desired input.
* The **Undo**![docs image](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-docs-image-undo-37684078-f559946e.webp) option - Reverts the field to its prior state. Selecting this one time takes you one step back, meaning that if you had several changes on that field, multiple clicks might be required for returning to a certain value. This field is active only when a value was previously modified or deleted.
* The ![docs image](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-docs-image-addButton-b90d5f12-50e9805f.webp)**Add value** option - Adds a value to the field by using the **Custom area** or **Tokens** selection. The option becomes available when a selection is made in the document and differs from the one in the field. The selection can be made for multi-value fields at all times, and for single-value fields only if no value is present for that field. First select the part of the document and then the **Add value** option.
* The **Validation**![validation](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-validation-emptyCheckbox-79a86be9-bb99ae7c.webp) option - Confirms the information included into the field. Once confirmed, a **Validated** tag is added to the field. Once a field is manually validated, you can still check the original value of that field by selecting the **Extraction confidence level**. This functionality is available only for **Extraction** confidence level.

  Figure 6. The OCR and Extraction confidence levels

  ![The OCR and Extraction confidence levels](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-the-ocr-and-extraction-confidence-levels-529234-1d2297a6-116ba96b.webp)

The interface of the Validation Station is interactive, meaning that when a field is selected on the left side, the right side moves the focus on it by highlighting it.

* The **Add Extra** ![add extra](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-add-extra-addExtra-1d53c49f-03c3ba85.webp) option - Enables you to select and add additional values from the document to a specific field.
* The **Add** ![add](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-add-add_circle_outline-24px-e61a30d8-d37f3f3d.webp) option - Enables you to add a value to a field without requiring reference from the document.

#### Table Fields - Cell Level Processing

The confidence level is available for each extracted cell, for both OCR and Extractor used in the workflow.

The following table describes the available options for a table field.

 <caption>
Table 3. Options available for a table
                        field and their descriptions
 </caption>
 <colgroup>
  <col/>
  <col/>
 </colgroup>
 
  
    &nbsp; 
    Description 
  
 
 
  
     
     Indicates the table's area in the document.  
  
  
     
     Creates a new table and opens the table extraction tools.  
  
  
     
     Opens a drop-down list with the following options: 
      
         Revert to previous value - Returns to the previous value. It is active only if the table's data has been previously altered. 
         Remove value - Marks the table field as missing. 
      

  
  
     
     When selected, confirms the data accuracy.  
  
  
     
     Enabled when the field's value is missing.  
  
  
     
     Enabled when the initial extracted value had been altered or deleted. When selected, it restores the previous value.  
  
  
     
     Marks a field as missing.  
  
 

All table fields have a dropdown menu with the following options:

* **Change extracted value** - Selects a new value from the document and replaces the initial one. This field becomes available only when the newly selected value is different from the original selection.
* **Revert to previous value** - Replaces the actual value with the previous one. This field is active only when altering the initial value.
* **Mark as missing** - Marks a field as missing if the info is not available in the document.

The following table shows the dropdown menu options available at the end of each row.

Table 4. Dropdown menu options and their descriptions

|  | **Description** |
| --- | --- |
| ![header](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-header-header-7ecf2ceb-bc2da4cc.png) | Transforms the selected row in the table's header. The row cannot be seen in the table's body anymore, but the information can be visualized any time a header's field is selected. |
| ![select](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-select-select-151a230e-53c18282.png) | Highlights the selected row. |
| ![custom area](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-custom-area-custom%20area-c6dc85fe-f7a7ee0a.png) | Extracts a new row and places it below the selected one. It enables the custom selection tool and offers you the possibility to manually select the new row. Once the area of the new rows is selected, you must define each column. Do this by using the available options presented in the table below. |
| ![add row above](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-add-row-above-rowAbove-c05ca907-0cdd4901.png) | Inserts a new empty row above the selected one. The row is automatically added to the table, except that all fields are marked as **Not extracted**. You have to manually select the value from the document and add it by using the **Add extracted value** option. |
| ![insert row below](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-insert-row-below-rowbelow-a0e71aa5-63f31a9e.png) | Applies the same principle as for the **Insert row above** option, the only difference being that the row is inserted below and not above the actual selection. |
| ![delete](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-delete-delete-c6e2ff0f-aa9923c0.png) | Deletes the row. |

Once a field from the table is edited or reviewed, the confirmation box changes its appearance. To confirm the data you must check the box.

:::note
The overall confidence of the table is the lowest confidence from the cells within.
:::

#### Table Fields - Table Level Processing

A table can be manually selected and defined, straight from the Validation Station wizard. If no table is selected, or if you are not happy with the automatic selection, then you can use the options available on the dropdown menu found at the end of the first row.

:::note
* If the Value of a table cell
is not extracted, you can manually add a value into that table cell, by going into the document view. Select the **Custom area** selection mode, and mark the cell area which wasn't extracted. Then select **Add extracted value** in the table cell where you want to extract this value.
* Both **Extract new table**
and **Extract Rows from here** options are using the same functionality and are enabling you to define new values.
:::

Few more options are available in the table's header. You can use them for extracting a new table, highlighting the existing one, or just a row from it, or for deleting the entire table. The following table shows the available options and their descriptions:

Table 5. Table header options and their descriptions

|  | **Description** |
| --- | --- |
| ![custom area](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-custom-area-custom%20area-c6dc85fe-f7a7ee0a.png) | Replaces the existing table with the new selection. You need to mark all rows and columns. Keep in mind that the first row becomes the header of the table. |
| ![table](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-table-table-14bfb5d2-7cc18930.png) | Highlights the entire extracted table area. |
| ![select](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-select-select-151a230e-53c18282.png) | Highlights in the table the selected row. |
| ![delete all](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-delete-all-deleteall-213f571b-83975d90.png) | Deletes the existing table. |

Define the table header while using the **Extract new table** option by enabling the **Extract header** function. Selecting the information from the document, or transforming one of the existing rows into the table's header can also define the header.

The following table shows the available functions of the **Extract new table** option and their descriptions.

Table 6. The **Extract new table** options and their descriptions

|  | **Function** |
| --- | --- |
| ![delete lines](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-delete-lines-deleteLines-40c22a9d-8c6e392d.webp) | Removes all lines visible in the selection. |
| ![remove selection](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-remove-selection-deleteWhite-4a677de7-c4298ca9.webp) | Removes only the selected line from the selection. |
| ![horizontal line](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-horizontal-line-horizontalLine-f252b143-e9f6ec31.webp) | Enables horizontal lines in the selection. |
| ![vertical line](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-vertical-line-verticalLine-3efbb1e5-8949ff39.webp) | Enables vertical lines in the selection. |
| ![autodetect](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-autodetect-autoDetect-c42eaaaa-369e3faf.webp) | Enables you to adjust the line's direction using the mouse. |
| ![hand tool](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-hand-tool-handTool-660d33c6-991f2642.webp) | Enables the selection, rearrangement, and removal of lines. |

You can select **Save new table** to automatically confirm all fields or you can deny the operation by selecting **Close**, return to the table selection, and manually confirm each field.

:::note
If you want to save a table with empty or no extracted fields, then those fields are automatically marked as missing.
:::

#### Value Formatting and Language Setting

Number, date, and address fields allow you to review and correct formatted (parsed) parts of a specific value. When a value is assigned to a Number or Date field, it is automatically parsed, and the resulting values are shown within the corresponding extracted value entries.

When you extract or correct a value for a field of any of these types, the Validation Station tries to automatically parse the value into its formatted components.

The language setting displays the detected prevalent language within the document, as identified during the digitization process. This enables the Validation Station to parse numbers and dates more accurately, according to the language of the document. You can change the language setting by using the drop-down menu.

By doing so, when you manually extract or change a date or number value, the Validation Station will first try to format the selected string according to the selected language, and will fallback to English US if parsing is not successful as such. The formatting function only applies to the editable formatted parts of a value, not to the original string value.

To ensure the best automatic formatted value detection, check the detected language and correct it if necessary.

#### Report Exceptions

You have the option to report a document as an exception. If this situation occurs, the **Present validation Station** throws an exception that should be caught by the RPA workflow and treated separately. The exception message displays the Reason for Exception filled in by the user.

Select **Report Exception**, then fill in the **Reason** field, and select **Confirm**, to save the exception.

#### Data confirmation and validation

You have the option to manually or automatically confirm all fields. For manual confirmation, you need to select the check box of each field. If a check box is not manually confirmed, then this process is automatically done when the **Save** button is clicked, and then the action is confirmed by clicking the **Continue & save** button.

The following table shows the options available in the Validation Station, for data confirmation and validation, and their functions.

Table 7. Data validation and confirmation options

| Option | **Function** |
| --- | --- |
| **There are <number> invalid cells** | Jumps to each invalid cell within a table. |
| **There are <number> unconfirmed cells** | Jumps to each unconfirmed cell within a table. |
| **Confirm all cells** | Confirms all cells within a table. |
| **Done** | Save your table validation.  If a table does not have only valid and confirmed cells, you can select **Done** to partially save it. |
| ![report exception](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-report-exception-21.4_VS_report-6e783176-9b69df02.png) | Reports the document as being an exception. |
| ![continue and save](https://dev-assets.cms.uipath.com/assets/images/activities/document-understanding-continue-and-save-22.2-VS28-continue%20and%20save-e0213980-e55128ed.png) | Enabled only when not all values in the document are manually confirmed. By selecting it, all data and fields are automatically confirmed and saved. |

Visit [Validation station](https://docs.uipath.com/activities/other/latest/document-understanding/validation-station) for more information about how to use and customize the Validation Station.
