Use Focused Verification to Review Flagged Metadata

Focused Verification is a dedicated workspace that helps reviewers quickly review and resolve metadata properties that end users have flagged as potentially incorrect. Instead of scanning every extracted field, reviewers work through a focused queue of flags, with the relevant document context opened automatically. Reviewers can access this queue at any time by clicking the Focused Verification banner that will appear on the Dashboard when an issue is flagged for review.

Use Case

Use Focused Verification when:

• End users are flagging questionable metadata on records (for example, renewal dates, governing law, or amounts).
• You need a single place to review and fix issues across many records, without running full verification on all AI extractions.

Permissions

Configure Focused Verification Permissions

As an admin, you can create a new Group of users with permission to review flagged properties in the Focused Verification workspace, or you can enable this permission for an existing Group.

To grant access for focused verification:

1. In Ironclad, click the profile icon in the top-right corner.
2. Navigate to Company Settings > Groups.
3. Select the Group you want to grant access to.
4. Click Configure Group in the top right corner.
5. Under General Permissions, find the option for Property Flags.
   • Should members in this group be able to view all property flags for the company and resolve them?
6. Select the dropdown list to the right and click Yes.
7. Click Save.

Whenever a user flags an issue for review, reviewers will be able to click the Review button that appears on the Focused Verification banner to open the review queue.

Flag Issues for Review

Users can flag issues for review in the overview panel of any record:

1. Hover over a field under the Properties section.

   

2. Click the Flag icon that appears to the right.
3. In the dialog that opens, you can add a comment and click Submit to create the flag.