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Submitting sends a document’s reviewed data into your Bizaxl workspace. A document can be submitted in two ways: you submit it yourself, or the app submits it automatically when it is confident enough. Either way, a submitted document becomes a draft in your workspace that you finalize when you are ready.

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Submit a document yourself

From the review screen, tap Submit to Bizaxl. The app finalizes the document and creates the matching record in your workspace as a draft.
Document review screen with the Submit to Bizaxl button

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Automatic submission

When OCR confidence is high and your workspace is set up for it, the app can submit a document automatically, without you tapping anything. You will see the document move to Submitting to Bizaxl and then Submitted as Draft. After a batch is processed, the app tells you what happened: A document is held back from auto-submit for reasons such as low confidence, a missing document type, missing setup, or validation errors. When that happens, open the document, review it, and submit it yourself. Documents that need review show a Review Now shortcut.
If your account does not have permission to create the record in the workspace, submission fails with a message asking you to contact your administrator. Ask an administrator to grant the required permission, then retry.

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Finalize drafts

A submitted document lands in your workspace as a draft. Drafts are not yet final: you can open, edit, and then submit them to commit the record.
1

Open Drafts

Go to the Uploads tab and open the Drafts view. You can also follow the prompt shown after submitting: find your drafts in Uploads to finalize them.
2

Review the draft

Tap a draft to see its details. Each draft shows its record type, name, and creation date.
3

Edit if needed

Tap Edit to adjust any values before finalizing.
4

Submit the draft

Tap Submit and confirm. The draft becomes a final record in your workspace.
Think of it as two stages: Submit to Bizaxl creates the draft, and Submit on the draft commits it. This gives you a chance to check the record in context before it is final.