When selected documents lack overlapping fields, the system automatically segregates the data into separate columns, providing a clear and structured view of differences. This ensures discrepancies are flagged effectively for easy review. Below is a detailed step-by-step user journey for using the comparison feature for this scenario.
Key Use Case for Complete Mismatch
Ideal for reviewing unrelated documents with distinct attributes.
Helps identify unique data points for each document, ensuring transparency and clarity in mismatched fields.
Simplifies auditing and decision-making processes when working with complex document sets.
Here’s a step-by-step guide for comparing documents that have no matching fields:
Navigate to the Document Repository: Click the Internal Docs icon in the left-hand navigation bar to access the repository.
Use the search bar or scroll through the list to locate the documents you want to compare. For this example, we'll select a customer quote, a purchase order, and a customer invoice.
Select Documents for Comparison: Click the checkboxes next to the documents you want to compare.
Once selected, click the COMPARE button in the toolbar at the top of the repository.
Confirm Common Fields: A side panel will appear showing a list of table columns available for comparison.
For documents to be compared, they must share certain common mandatory fields (e.g., Document Name, SKU, Description, Quantity, Unit Price). If any of the selected documents lack these fields, a notification will alert you saying “no common columns”, and comparison will be disabled until all required data attributes are present.
Select specific columns or click Select All to include all available fields.
Once the columns are selected, click the Compare button at the bottom to initiate the comparison.
Review the Comparison Results: The comparison generates three levels of insights, allowing users to choose the depth of detail needed for their analysis- Summary, Comparison, and Detailed Comparison. You can navigate through these tabs to analyze the results.
Explore the Summary View: Switch to the Summary tab to see an AI-generated overview of similarities and differences between the documents.
For example: The summary might highlight varying payment terms, additional fees, or differences in unit cost, enabling you to quickly identify the best vendor or align discrepancies.
Exploring the Comparison View: For a deeper dive into the details, navigate to the “Comparison” tab. Here, differences in terms, pricing, or line items are distinctly highlighted.
The aggregated table enables you to confirm that the purchase order aligns seamlessly with the invoice and quote, making it an invaluable tool for ensuring accuracy when finalizing transactions.
Dive into Detailed Comparison: The "Detailed Comparison" view allows you to analyze every field of selected documents side by side providing a granular and in-depth comparison. Every field from the documents such as SKU, description, quantities, unit prices, total prices and more is laid out in a structured able making it easy to analyze specific data points