Review and manage processing documents
Use the processing table to review uploaded documents, inspect their details, and manage their processing status and acceptance.
This guide is designed for project manager.
Steps
Step 1: Open the processing documents view
Navigate to the area of the application that lists documents currently being processed; the processing table displays each document with its name, type, status, and key actions.
Step 2: Search and filter documents
Use the search bar and filters above the table to find specific documents by reference, title, filename, type, or status; clear your search using the dedicated clear option to return to the full list.
Step 3: Sort the document list
Click on column headers (such as name, type, or status) to sort documents in ascending or descending order, helping you prioritise which items to review first.
Step 4: Inspect document details
Select a document row to open the detail panel, where you can review processing information, preview the file (if available), and see any warnings or errors associated with the document.
Step 5: Review processing status and messages
Check the processing status badges and any warning or error icons to understand whether a document is pending, processing, completed, or has issues that may need attention.
Step 6: Accept processed documents in batch
Use the checkboxes to select multiple documents that have completed processing and click the batch accept action to confirm and mark them as accepted for use in your project.
Step 7: Confirm or cancel batch acceptance
In the confirmation dialog that appears, review the list of selected documents, then confirm to proceed with acceptance or cancel if you need to adjust your selection.
Step 8: Handle processing errors
For documents showing errors, open their details to review error messages and decide whether to retry processing, replace the file, or remove it from the current batch.
Step 9: Refresh and maintain the list
Use the refresh action to update the table with the latest processing statuses, and navigate between pages of results using the pagination controls at the bottom of the table.
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Last updated: 2026-02-15