Review and manage document processing
Use the processing table to review the status of uploaded documents, inspect details, and manage retries, deletions, and sorting while monitoring processing progress.
This guide is designed for project manager.
Steps
Step 1: Open the processing view
Navigate to the project’s document processing section to see a table listing all documents currently uploaded or being processed, including their names, types, and statuses.
Step 2: Search and filter documents
Use the search bar and filters above the table to find specific documents by reference, title, filename, or other criteria, and adjust pagination to move between pages of results.
Step 3: Sort the document list
Click on column headers (such as name, type, or status) to sort the table in ascending or descending order using the sort controls, helping you prioritise which documents to review first.
Step 4: Review document processing status
Scan the status column to see whether each document is Pending, Processing, Uploaded, Pending Processing, or Accepted, indicated by coloured labels so you can quickly understand the current state.
Step 5: Open document details
Click on a document row or designated document area to open the detail panel, where you can review more information about that document, including metadata and any processing results or issues.
Step 6: Retry failed or stuck processing
For documents that have failed or appear stuck, use the retry action in the row’s controls to trigger re-processing, and wait for the status to update as the system attempts processing again.
Step 7: Select documents for batch actions
Use the checkboxes next to each document, or the header checkbox to select multiple items at once, preparing them for batch actions such as deletion.
Step 8: Confirm batch deletion of documents
Click the batch delete button to remove selected documents, review the confirmation dialog, and confirm deletion to permanently delete them from the processing list.
Step 9: Refresh the processing table
Use the refresh button to reload the document list and statuses, ensuring you are viewing the most up-to-date processing information after retries, deletions, or new uploads.
Step 10: Navigate through pages of results
Use the pagination controls (such as previous and next arrows) at the bottom of the table to move between pages when there are more documents than can fit on a single screen.
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Last updated: 2026-02-10