When to use it
The IDP processing test lets you upload a document and see what Echo7 extracts, using the rules configured for your assistant.
It’s designed for setting up and fine-tuning IDP – especially before you connect it to a CRM, ERP or other system. Use it to check a new document type, a new layout, or the effect of changes to your rules.
Running a test
In the assistant’s context menu, choose IDP Processing Test.
Optionally select a Document Type. Leave it blank to let Echo7 recognise the document by itself, as it will in real use.
Tick Type Recognition Only if you just want to check the document is classified correctly.
Click Upload File or drag the file onto the page. You can upload PDF, JPG, PNG, TIFF, BMP, TXT or OGG audio.
Click Start Processing and wait for Processing Complete.
Reviewing the results
The View tab shows the extracted data in a readable format: document type, number, date, confidence, issuer, recipient, lines, quantities, prices, totals, payments and references. Work reports are shown grouped by resource.
- You can edit any field directly – press Enter to move to the next one. Changes update the JSON immediately.
- The JSON tab shows the data exactly as an external system would receive it, including validated fields.
- Use Copy JSON or Download JSON to share the result with a developer – after you’ve finished reviewing it.
- Click the X button to reset the page and test another document.
What to check each time
- Was the document type recognised correctly – and the right layout used?
- Are the header details, lines, quantities, prices and totals complete and correct?
- Were payments and references picked up?
- Did validation fields return the right codes?
- Is the confidence score high? A low score means the result needs a closer look.
Best practices
- Test with real documents, including clean, average and difficult examples.
- Try several variants of the same document type – different lengths, missing values, data in different places.
- If a result is wrong, adjust your rules or layouts and test again, rather than treating it as a one-off.
Prefer a guided walkthrough? Book a training session and an Echo7 specialist will help your team set it up.
Book a training sessionWant to go deeper?
This guide covers the essentials. For detailed reference on every setting and feature, explore the full Echo7 Wiki.
Echo7 Wiki