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Rippey 5.0 Guide - Employees
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Rippey 5.0 Guide - Employees
4. Processing - Documents

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4.2 Workflow Steps

We will be going through each Workflow step and the contents it will represent here. The Workflow steps are:
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Workflow steps
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Extract Email
Split Document
Raw Data steps (Issuer Recognition, Extract Data Template, etc)
Create Payload
Send Email

Extract Email

This is the first state where the attachments sent by the clients through email or the documents uploaded in the dashboard itself is visible.
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Extract Email State
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Document Header

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Document Header - Extract Email
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The Document Header is explained in detail below from left to right:
The Prev icon will allow user to switch to previous attachment. If the user is in first attachment, then this button will remain disabled.
The Count of Attachment displays the user's position within the total number of attachments.
Then we have the file name of the attachment shown.
The Show Original Email button replaces the document shown below with the email contents that came in with the attachments.
The Next button will allow user to switch to next attachment. If the user is in last attachment, then this button will remain disabled.

State Wrapper

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State Wrapper - Extract Email
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In the Extract Email state, this section will only show the original attachment itself.

Footer

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Footer - Extract Email
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The footer will only have the Continue button which will direct user to another state.

Split Document

This is the second state in the dashboard where the original attachments sent by the clients is split and classified into multiple files based on document types.
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Split Docuemnt State
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Document Header

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Document Header - Split Document
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The Document Header is explained in detail below from left to right:
The Prev icon will allow user to switch to previous attachment. If the user is in first attachment, then this button will remain disabled.
The Count of Attachment displays the user's position within the total number of attachments.
The Next button will allow user to switch to next attachment. If the user is in last attachment, then this button will remain disabled.
Then we have the file name of the attachment shown.
Lastly, we have the download icon which will allow user to download the attachment.

State Wrapper

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State Wrapper - Split Document
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In the Split Document state, the contents of this page is same as the one we have in our current dashboard.

Footer

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Footer - Split Document
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The footer will only have the Continue button which will direct user to another state.

Raw Data

All of the Raw Data states will be having similar layout. Only the json will be different based on whats needed.
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Issuer Recognition State
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The Raw Data steps are not related to a particular document but are related to the whole transaction itself. The JSON of all the split documents will be presented inside a single file.

Document Header

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Document Header - Issuer Recognition
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The Document Header will have three options: Edit, Copy and Export.
Edit will allow user to edit the JSON. When clicked, the button will turn red and have Close written on it which will close the editor.
Copy will allow user to copy the JSON ay once.
Export will allow user to export the JSON file.

State Wrapper

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State Wrapper - Issuer Recognition
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The State Wrapper will have the whole JSON shown in that section.

Footer

The Footer will have the Continue button which will direct user to another state. But when a user makes any changes to the JSON, the footer will shows an additional button named Execute which will execute the change made by the user.
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Footer - Issuer Recognition (Before Editing JSON)
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Footer - Issuer Recognition (After Editing JSON)
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Create Payload

The Create Payload state is where the whole process of fixing and filling will be taking place.
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Create Payload State
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Document Header

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Document Header - Create Payload
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The details on each component present in this header is explained below from left-to-right.
Left-Side Actions:
The Left Arrow button is to switch to previous document in the queue. This button will remain disabled if the user is in first document.
The Eye button is to hide the document shown in the Transformed Data state.
The text area shows the Sequence of Documents. It indicates that the transaction consists of 10 documents and the user is in first one.
The Document Name will show the name of the document that the user is in. This will be in a dropdown form inside where the option to download the document will be present.
Right-Side Actions:
The Category Dropdown will allow user to categorize the documents on what error they have as well as add a remark for clearer explanation and resolution. Users can Apply the error category to all the documents present inside the transaction at once. They can also clear the error they’ve filled in as well.
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Category Dropdown
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The Review/Not Reviewed button is clickable which will change the status of the document from Reviewed → Not Reviewed and vice versa.
The Right Arrow button is to switch to next document in the list. This button will remain disabled if the user is in last document.

State Wrapper

The layout will have document and table data on the left section whereas form data in the right section.
Form Data: The form data will be in the form of accordions where they will be grouped accordingly. Each input will have a key name and an input box which is editable.
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Form Data
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Table Data: The table data will be present in the bottom below the document in collapsed format by default. Users can expand the table data vertically by clicking on the Show Table option present.
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Table Data Section
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Table Data Open
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Similarly, users can also expand the table data horizontally by clicking on the Hide Form option.
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Table Data Expanded
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If a table cell is empty, then a “-” will be present to represent the empty cell.
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Empty Cell
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At the end of each table row, we have two icons through which user can perform various actions. When the user clicks on the Pen icon to edit the whole row, the fields of that row becomes editable.
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Editable rows in table data
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Then we also have the menu icon present at the end of each table row. When clicked, a dropdown will be present where users will be provided with options for following actions:
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Menu for each table row
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Add Row: Add a row from wherever the user prefers. A side overlay will open providing users with option to add any number of row from wherever they prefer.
Delete Row: Delete the selected table row.

Footer

The footer consists of two actions that user can take regarding the document.
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Footer
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Save: Save will allow users to save the contents that were changed in form data and table data.
Execute: This will allow users to execute the transaction.

Email Confirmation

This is the last step present in the Workflow Step which shows the mail sent to the client based on the transaction’s status.
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Email Confirmation State
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Document Header

We don’t have a document header in this state as it represents the whole transaction itself. After all the attachments inside a transaction goes through the steps, all of them are executed at once and mail is sent to the client as a whole.

State Wrapper

In this last step, the email that was sent to the client will be shown here.

Footer

Footer will not be here in this state since it is the last state and there’s nothing to continue on.

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← Screen Layout
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Comparison Mode →
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Extract Email
Document Header
State Wrapper
Footer
Split Document
Document Header
State Wrapper
Footer
Raw Data
Document Header
State Wrapper
Footer
Create Payload
Document Header
State Wrapper
Footer
Email Confirmation
Document Header
State Wrapper
Footer
← Screen Layout
Comparison Mode →
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