Selection Request

Upload supporting documents to selection requests that track multiple items in a table structure. Each row represents a specific selection that needs documentation, and each column represents a document type.

An itemized request organizes information in a table. Each row is a specific item (selection) that requires supporting documentation, and each column is a document type (group) needed for that item.

You'll recognize itemized requests by:

• Table structure with rows and columns
• Selection numbers in the leftmost column
• Detail columns describing each item
• Document group columns on the right for uploads
• Visual indicators showing completion status

Common examples:

• Invoice verification (invoice + receipt for each transaction)
• Expense documentation (receipt + approval for each expense)
• Contract review (contract + addendum for each agreement)
• Sample testing (multiple document types for selected items)

The table has three main areas that work together to organize your documentation.

The leftmost column shows a sequential number for each item in the request. Use these numbers when adding comments to reference specific items:

"Selection #7 (ABC Corp, $5,420) - receipt unavailable, included cancelled check instead."

The center area contains information that identifies each selection. Your audit team provides this data to help you locate the correct documents.

Typical detail columns:

• Vendor or customer name
• Transaction date
• Amount
• Invoice number
• Account classification

Example row:

These details tell you exactly which invoice to upload. Detail columns are also used by automatic matching when you bulk upload files.

The rightmost columns (pinned for easy access) represent the types of documents needed. Each column is an upload area where you attach files.

Common document groups:

• Invoice
• Receipt
• Purchase Order
• Contract
• Approval

Visual indicators show which cells have documentation:

• ✓ Checkmark - Document uploaded
• Empty - Document still needed
• Thumbnail - Image preview of uploaded document

Choose the method that fits your workflow. You can mix methods within the same request.

When you bulk upload, Agentive uses intelligent analysis to pair files with selections.

1. Text extraction - Reads text from PDFs and images using OCR
2. Pattern recognition - Identifies vendor names, dates, dollar amounts, and invoice numbers
3. Detail comparison - Compares extracted data to detail columns in the table
4. Confidence scoring - Assigns confidence levels to each potential match

Better file naming and organization improve automatic matching:

Good filenames:

• ABC_Corp_Invoice_Oct2024.pdf
• Vendor_DocType_Identifier.pdf
• Include vendor name, date, or amount

Poor filenames:

• Scan001.pdf
• Document.pdf
• IMG_1234.jpg

The system can still match files with poor names using OCR, but clear filenames increase accuracy and confidence scores.

Monitor your upload progress with the file summary at the bottom of the request.

File summary displays:

• Bulk Upload Files - Files uploaded but not yet matched to rows
• Total Files Uploaded - Complete count of all attached documents
• Selections with Documentation - Progress indicator (e.g., "12 of 15 items complete")

Use this summary to quickly see whether all items have the required documentation or if uploads are still needed.

Once you've uploaded all requested documents, update the request status to notify your audit team.

• Review Upload Tips & Troubleshooting for best practices
• See Uploading Files for simple request uploads