Rule
You mark a field as required for human review and bind a review queue to it. If the value is missing, for example an unreadable invoice number, the document goes into that queue.
Human-in-the-Loop · AI-DMS module
Human-in-the-loop routes documents with missing required fields into a review queue for people.
Per required field and review queue. Reviewers see the location in the original and confirm, correct or escalate.
DownloadGuidesPDF · EN20 pages
A large invoice, a single initial? At your amount and above, two people review. This guide shows step by step how a HITL Agent sends invoices to a group as a review task, how the amount rule raises the number of reviews, and how two people decide independently of each other.
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Learn moreHow it works
Review is optional. Documents with all required fields continue as usual, cases with a gap wait for a person, four eyes where configured.
You mark a field as required for human review and bind a review queue to it. If the value is missing, for example an unreadable invoice number, the document goes into that queue.
Matching documents become a task with priority, deadline and owner. Reviewers claim them, teams share the load, several reviewers per case are possible.
The reviewer sees every field with its location in the original, confirms, corrects, rejects or escalates, by keyboard in seconds. The decision is in the audit trail, then export and workflow continue.
Capabilities
Rules, tools and evidence for teams that carry responsibility.
Mark a field as required and bind a review queue for when it is missing.
Every field with bounding box in the document, zoom and page switch.
Tab, Enter, Escape: confirm, correct, skip in seconds.
Queues per team, automatic distribution, several reviewers per case.
Who confirmed or changed what and when, with old and new value.
Confirm, correct, reject with reason, escalate or postpone.
The second reviewer does not see the first reviewer's decision, if desired.
After the decision, export, workflow and approvals continue automatically.
Comparison
The question is not whether people review, but which cases deserve their time.
| Comparison | Everything manual | Everything automatic | PaperOffice human-in-the-loop |
|---|---|---|---|
| Effort | Every document | None | Only cases with a gap |
| Risk | Low, but slow | Errors pass through | Four eyes where it counts |
| Evidence | Initials | None | Audit trail per field |
| Speed | Batches | Immediate | Immediate, review in seconds |
| Regulation | Depends on the reviewer | Cannot be mapped | Required fields and review queue per agent |
curl -X GET \ "https://api.paperoffice.ai/latest/workflow_tasks/my?step_type=hitl_review&priority=high" \ -H "Authorization: Bearer po_ut_YOUR_API_KEY" curl -X POST \ "https://api.paperoffice.ai/latest/hitl_review/claim" \ -H "Authorization: Bearer po_ut_YOUR_API_KEY" \ -F "task_uuid=YOUR_TASK_UUID" curl -X POST \ "https://api.paperoffice.ai/latest/workflow_tasks/resolve" \ -H "Authorization: Bearer po_ut_YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{"task_uuid":"YOUR_TASK_UUID","decision":"approve","field_results":{"total_amount":{"action":"correct","corrected_value":"1284.50"}}}' For developers
Read, claim and resolve open tasks with a decision per field so external systems become part of the review.
Open reviews by status, priority and step type, page by page.
Confirm or correct per field, overall decision with comment and reason.
Tasks as tools in Claude, ChatGPT and Cursor.
Security and compliance
Every decision with user, time, old and new value in the immutable audit trail. Review and documents in our own EU data center.
Practical guide
Human-in-the-loop in PaperOffice turns a gap or a doubt into a review task for a person. The usual trigger is a required field in an IDP Agent that the AI could not find. The task has a deadline, a priority and an owner, and the reviewer checks each field against the original. Where you require four eyes, the task closes only after two different people have reviewed it. This guide follows one invoice with an unreadable number, then a workflow that stops before payment, and it covers the history, the webhook, the API and the limits.
In the film, the rule is set where the data is defined, in the IDP Agent. A field such as the invoice number has a setting named Behavior when value is missing. The option Required — HITL review means that a missing value is not passed on silently.
The setting alone only flags the document. A task is created only if the agent is also bound to a queue. In the Output and review section, the field Review has the option Review queue when required fields are missing. Without a bound queue, the app shows a notice that missing required fields will not create a review task.
A second route is a workflow. A workflow can pause and create a review request, so a person decides before the next step, such as a payment. The workflow tool is described in the app as pausing the workflow and creating a review request.
The sequence below follows the film and the Academy lesson on this page. Names are as they appear in the app.
The film uses fictional data. A supplier invoice from Iberica Components S.L. for 11,100.00 euros reaches the queue. A received stamp covers the line Invoice no. and ink smears four digits, so the AI finds no invoice number. Because the field is required and the queue is bound, the task is created, with a deadline derived from the maximum review time of the queue.
L. Hartwig opens the task, reads the number from the original, types FAC-2026-1031 and confirms the fields. The task is then at 1 of 2 reviews. The film shows the agent setting Reviews required with the value 2, and the hint that there is one review per person. K. Brandt opens the same task, checks the fields and approves, and the counter reads 2 / 2. Only then is the task closed.
When the final decision is made, the corrected values are written back into the document. The film mentions this as the closing line of the history, not as a history entry.
The second scene shows a workflow that stops. Invoice RE-2026-8194 announces a new bank account. The IBAN begins with LT64, while the sender block shows a supplier in Augsburg, Germany. The workflow agent reads both from the document and holds the workflow. A review task named Invoice approval is created, and a push message goes to the finance lead.
On the phone, the finance lead opens Tasks and sees the original, the task description and the fields to inspect. She rejects the invoice with a reason, Not paid, verify first. The workflow stays stopped. PaperOffice does not move money in this scene. It only holds the process until a person decides.
The film does not compare the new IBAN with a contract or master data, and this page does not claim that either. The stop comes from the workflow instruction and the review rules, based on what the agent reads in the invoice.
Each task has a History. The film shows the entries Review task created by the HITL agent, Claimed with the status change to In progress, Reviewed with approval for each reviewer, and Completed with approval, each with who and when. The reject on the phone is logged the same way.
A webhook can tell your own system. If the HITL agent has a webhook URL, PaperOffice sends hitl.review.consensus_completed when the reviewers have decided, and hitl.review.escalated when a task was escalated. The body carries final_decision, final_status, decision_votes, reviews_completed and consolidated_fields. The event is signed, and the API documentation states that you must verify the signature before you act on a decision.
The API offers POST /hitl_config/enqueue to put documents into the queue of an agent by its config_uuid, GET /hitl_config/queue_stats for the counts per status, POST /hitl_review/queue to list open tasks, POST /hitl_review/claim to claim one and POST /hitl_review/get to read a task. Enqueuing requires write access to the workspace of each document, and a document that already has an open task of the same agent is skipped with OPEN_TASK_EXISTS. The MCP tools named in the film sources are po_tasks_list_my_tasks, po_tasks_resolve_task and po_hitl_approve.
Frequently asked questions
No. A review task is created only when a required field is missing and a review queue is bound to it. Other documents continue as usual.
Every field to review with value, confidence and location in the original document. By keyboard they confirm, correct or skip field by field.
Confirm, correct per field, reject with reason, escalate to a higher level or postpone. Every decision is in the audit trail.
Yes. Several reviewers per case, optionally as blind review where the second reviewer does not see the first decision.
Export, workflow and approvals continue automatically, with the confirmed or corrected values.
Yes. Tasks can be read, claimed and resolved via API, for example from an approval portal or an ERP.
Yes. Task list, claim and decision per field are available via the REST API and in the MCP server.
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