Step 1
Navigate to the Referrals tab in Tacklit. You can either hover over or directly click on the tab, and then select the AI Referral button.
Step 2
Choose the source document, which can either be a PDF or an image file.
Step 3
Allow time for the document to upload and process in the background. Once completed, a new document will be visible, indicating it has been successfully processed from your source document.
Step 4
To review or edit the captured data, click on the document ID or the three dots to open the editing options. Make any necessary modifications and then click on Save when you are finished.
Step 5
If no changes are needed, simply close the window. This is the efficient process for creating a referral with Tacklit using minimal steps.
