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Review and manage document processing status

Use the Processing Table to search, review, sort, and manage documents as they move through processing, including viewing detailed information and clearing failed items.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Processing view​

Navigate to the Processing section where the table lists documents currently in the system, showing their names, types, and processing statuses.

Step 2: Search and filter documents​

Use the search controls above the table to find specific documents by reference, title, or other criteria; the table updates to display only matching results.

Step 3: Review processing statuses​

Scan the status column to see whether each document is Pending, Processing, Uploaded, Pending Processing, Accepted, Processed, or Failed, with colour-coded labels making it easier to spot items needing attention.

Step 4: Sort and page through results​

Use column sorting controls to reorder the list (for example by status or date), and use the pagination controls to move between pages of results when there are many documents.

Step 5: Open document details​

Select a document row to open the detail panel, where you can inspect richer metadata, processing history, and any related information needed for decision-making.

Step 6: Refresh the table​

Click the refresh control to re-query the system and ensure the displayed statuses and document list reflect the latest processing state.

Step 7: Identify and handle failed documents​

Use the status indicators and warning icons to quickly identify failed items, then open their details to understand the issue or decide on next actions such as re-uploading or removing them.

Step 8: Select and confirm bulk actions​

Tick the checkboxes next to one or more documents to select them, then confirm actions in the confirmation dialog (for example, clearing or deleting failed entries) to keep the processing queue tidy.

Step 9: Close the detail panel​

When finished reviewing a specific document, close the detail panel to return to the full table view and continue managing the wider document set.

Last updated: 2025-12-08