First pass: map the document
Find the document title, certificate number, issue date, revision and page count. Locate the organizations named on the document and distinguish their stated roles: manufacturer, distributor, customer or inspection organization. A prominent logo or address does not, by itself, identify the manufacturing mill.
Scan the page structure before transcribing numbers. Note which tables contain product rows, heat references, grade designations, chemical results or mechanical results. Check whether legends and notes continue onto a second page. Different issuers use different layouts; a field’s position is not a reliable definition of its meaning.
Second pass: pair labels, values and rows
For each value you need, capture the printed label, the value and the page. If a table heading applies to several rows, keep enough context to identify the intended row. Preserve punctuation and leading zeros in identifiers. A OCR result such as O08419 may need a visual check against 008419.
Treat grade designations as exact document claims. Similar-looking names are not a basis for deciding that two grades are interchangeable. Review test results against the purchase requirements and applicable specifications with a qualified person; MeltLedger’s heat-and-grade comparison is not a chemical or mechanical conformity assessment.
Separate evidence from interpretation
A useful note says “page 2 states Heat H-008419,” rather than simply “correct.” Record what you checked and what remains unknown. If the document states a manufacturing country but no melt-and-pour country, keep those as separate facts. A missing statement should remain missing.
When the PDF is a scan, inspect the original image after using AI. When it contains selectable text, still check the displayed page: text extraction can lose column structure. Mark a field reviewed only after the human check, then keep the original and the exported review together.
A repeatable reading sequence in MeltLedger
Open a PDF or the fictional sample, review the five evidence fields, and use optional AI only when you want suggestions. Follow source-page references, correct mistakes and record notes before saving. Compare manually entered shipment heat and grade references if you have them.
Start with a single certificate whose content you can independently verify. The free trial includes five unique certificates, so you can check whether this workflow fits your documents before subscribing.
Common questions
What if a certificate contains several heats?
Keep all relevant heat observations and match them to the correct product or shipment rows. Do not collapse a multi-heat table into one convenient value.
Does software authenticate the issuer?
MeltLedger organizes document evidence; it does not authenticate the issuer, signatures or physical goods.
Sources and scope
SSAB Toolox guarantees and certificate example
A manufacturer-published example of a certificate layout. Layouts and requirements vary by product and issuer.
FROM READING TO REVIEWING
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