Reset review data

What does resetting review data do?

Resetting review data:

• Removes all manually entered information.
• Reverts the document to its initial state.
• Includes removal of extracted data and initial 'Ria' recommendations.

How do I reset review data?

To reset review data:

• Navigate to the document you wish to reset.
• Open the 'Finalise' tab.
• Click the 'Reset Review Data' button in the 'Change Status' section.
• Confirm the reset action in the popup window that appears.

What should I know before resetting review data?

Before resetting review data, be aware that:

• Manual data cannot be restored after a reset.
• Resetting is irreversible.
• You must confirm the reset via a popup window.

Can I reset data for completed reviews?

Data cannot be reset directly on a completed review. See Review workflow.

To reset a completed review:

• Mark the review as incomplete.
• Then proceed with the reset process.

Are there any limitations to resetting review data?

Limitations of resetting review data include:

• Once reset, previous manual entries cannot be recovered.
• Resetting does not affect the original document, only the manual review data.
• A log of reset actions is not kept.
• Resetting does not affect Preflight.

FAQ

What does resetting review data do?

Resetting clears all entered values and returns fields to their initial state, including any AI-detected values.

Can I undo a reset?

No, resetting is permanent. Make sure you want to clear all data before confirming.

Does reset affect the uploaded document?

No, the uploaded document remains unchanged. Only the review data (field values, recommendations) is reset.

When would I need to reset a review?

Reset is useful when starting fresh after significant document changes or when correcting major data entry errors. Resetting a Review is also useful during training of new users as a reset does not incur any cost.