When an agent finishes its work on a task, it produces a workbook. Snipped cells in the workbook link straight back to the evidence in your source documents. This article explains how to check that evidence, send review notes back to the agent, and download the task's outputs.
New to Alwin? Start with Getting Started with Alwin to learn about spaces, the task board and the Timeline.
Review the evidence behind a cell
Open the task and open its output workbook.
Click a snipped cell. The document viewer opens the source document at the snip, so you can compare the figure with its original evidence.
Click a highlighted snip in the document to select the matching cell in the workbook.
The document viewer is resizable, so you can drag it bigger to see more of the document.
Step through cells with several snips
An agent often backs one number with several pieces of evidence, for example two invoices that add up to one amount. You can review every snip behind the cell without leaving Alwin.
Click a cell that has more than one snip. The document viewer opens on the first snip, and a navigator appears in the bottom left of the viewer showing your position, for example ‹ 1/3 ›.
Use the arrows to move to the previous or next snip. If the next snip is in a different PDF, the viewer opens that document automatically and shows its name in the header.
To see all snips at once, click the position (for example 1/3). The Selected snips list opens, grouped by document, with the snipped content, snip type color and page for each snip.
Click any row in the list to jump to that snip.
If you click a highlighted snip in the document, the matching cell is selected and the navigator follows.
Good to know:
A cell with only one snip has no navigator.
If one of the cell's documents cannot be found, the viewer tells you the source is unavailable. The navigator keeps working, so you can move on to the other snips.
This works on all tasks, including existing ones. There is nothing to set up or install.
Rotate and zoom a source document
Use the rotate and zoom controls in the source document window to turn sideways pages the right way round and to zoom into small print.
Rotating and zooming only change your view. The original document is not changed, and nothing is uploaded or processed again.
Rotation is not saved. It resets when you open the document again.
If your window is narrow, the controls move into the ... menu.
See the steps the agent took
To see what the agent did on a task, open the task and click Audit trail. The Timeline panel opens and lists the agent's steps.
Send review notes to the agent
If something in the output needs more work, leave review notes for the agent. Your notes collect in the Review notes list in the chat until you send them.
Add a review note in the workbook
In the output workbook, select the cell or range the note is about. You can select more than one range on the same sheet.
Click the add-note button that appears at the bottom-right corner of your selection.
Type your note and press Enter.
Add a review note from the message box
Type your note in the message box in the chat.
Click Add to review note, or press Ctrl+Enter (Cmd+Enter on Mac).
This option is available once the task has an output.
Edit, delete and send review notes
Until you send your notes, you can edit or delete each one in the Review notes list, or remove them all with Delete all.
Click Send all to send your notes to the agent so it can work on them.
After a note is sent, you can no longer edit or delete it.
Good to know:
You can still add and send review notes after you have paused a task.
When you type a message to the agent, pressing Enter sends your message. It does not add a review note.
Download the outputs
The workbook in Alwin is read-only. To change it, ask the agent to make the change, or download the workbook and edit it yourself.
Alwin cannot show a PDF preview of output files. To read an output, download it instead.
The workpaper dropdown downloads Excel workpapers only. To download the Word or PDF version of the output:
Open the task.
Go to Task details and find the file under Generated documents.
Download the Word or PDF version of the output.
Good to know:
A downloaded file is a copy. It does not update when the agent changes the output in Alwin, and changes you make to the copy do not go back to Alwin.
The agent updates the output in place, and there is no version history. If the agent changes the output after you download it, download it again.
Snips keep working when you open the downloaded workbook in Excel with DataSnipper.