Preserve the complete document.

A useful crop for a message should not become the only retained version of a source.

01

Start with the evidence

Check all pages and edges before saving a final attachment. A total on the first page may depend on line details, conditions or references elsewhere in the document.

02

Work through the example

A two-page receipt summary is saved as only page one. The second page contains the item breakdown needed for review. Keep the complete source, even if a thumbnail displays just its first page.

03

Make the next step clear

Label extracts as extracts and link them to the full document. Make it easy for the reviewer to move from a highlighted amount to the evidence supporting it.

04

Keep the source context

A readable source and a clear label serve different purposes. Keep the original document intact while adding searchable context around it. Avoid treating filenames, OCR output or a cropped image as more authoritative than the actual source.

01Keep the source02Check the context03Choose the next step

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