When Verrim reads a certificate, it extracts the fields it can find — state, exemption type, ID numbers, buyer and seller, dates — and pre-fills the review panel with them.
What gets flagged
- Filled fields — extraction found a value; give it a quick glance against the document preview.
- Missing fields — anything extraction could not find is marked so you can fill it in before approving.
- Customer match — Verrim suggests which customer the certificate belongs to, with a confidence level for that match. High-confidence matches assign automatically; medium ones are only suggested.
Nothing counts toward your coverage until a person approves it — extraction does the typing, you make the call.