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Review and manage document processing

Use the processing table to review the status of uploaded documents, inspect details, refresh processing, and retry failed items.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document processing table​

Navigate to the section of the application that shows the document processing table, where all uploaded documents and their current processing statuses are listed.

Open the document processing table

Step 2: Search and filter the document list​

Use the document search and pagination controls above the table to locate specific documents, filter by criteria, and move between pages of results.

Search and filter the document list

Step 3: Review document types and statuses​

In the table, review each document’s type, name, and processing status badge (such as Pending, Processing, Processed, or Failed) to understand overall progress.

Review document types and statuses

Step 4: Open detailed information for a document​

Select a document row to open the detail panel, where you can see more in-depth information about the document, its processing history, and any related messages.

Open detailed information for a document

Step 5: Refresh processing information​

Use the refresh control above the table to reload the latest processing statuses so that recent changes or newly processed documents are reflected.

Refresh processing information

Step 6: Retry processing for failed documents​

For documents that show a Failed status, use the retry processing option in the table or detail panel to ask the system to process the document again.

Retry processing for failed documents

Step 7: Manage selections and confirmation prompts​

Use the checkboxes to select one or more documents when bulk actions are available, and follow any confirmation dialogs that appear before changes are applied.

Manage selections and confirmation prompts

Last updated: 2025-12-24