Comments and Flags on documents

Purpose

Comments and flags allow users to annotate and highlight documents for review, tracking, or collaboration purposes within Routty.

Comments

What they do

• Provide a way to add textual notes or remarks to a document

• Create an audit trail of observations, issues, or decisions made about a document

• Enable collaboration between users working on the same document

• Can be used to document manual interventions, exceptions, or special handling instructions

Use cases

• Recording why a document was reprocessed

• Documenting manual corrections made to document data

• Noting exceptions or special circumstances

• Communication between team members about specific documents

• Audit trail for compliance purposes

Document Flags

What they do

• Marks a document as requiring special attention or review

• Acts as a visual indicator in the system that this document needs follow-up

• Can be used to filter or search for documents needing attention

Use cases

• Exception Handling: Flag documents with processing errors for manual review

• Priority Processing: Mark urgent documents for immediate attention

• Quality Control: Flag documents for quality review before final export

• Investigation: Mark documents related to ongoing investigations or audits

• Hold Status: Indicate documents that should not be processed further until reviewed

Behavior

• Persists through reprocessing unless explicitly cleared

• Can be combined with comments to provide context about why a document is flagged

Working Together

Comments and flags complement each other:

• A flag draws attention to a document

• Comments explain why it's flagged or what action is needed

• Both create an extra documented history of the document's lifecycle