Skip to main content

Review and manage document processing status

View the processing status of uploaded documents, inspect their details, and retry processing when needed.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document processing list​

Navigate to the document processing area in the application to see a table of all documents currently being processed, including their names, types, and statuses.

Open the document processing list

Step 2: Search and filter documents​

Use the search bar and filters above the table to find specific documents by reference, title, or other criteria; clear your search using the dedicated clear option if you want to return to the full list.

Search and filter documents

Step 3: Inspect document details​

Select a document row to open the detail panel, where you can review document metadata, processing information, and any associated warnings or errors.

Inspect document details

Step 4: Monitor processing status​

Review the status badges in the table (for example Pending, Processing, Uploaded, Pending Processing, Accepted) to understand where each document is in the processing workflow.

Monitor processing status

Step 5: Retry processing for failed or stalled documents​

For documents with issues, use the retry processing control to trigger a new processing attempt, and confirm the action in the displayed confirmation dialogue.

Retry processing for failed or stalled documents

Step 6: Navigate through multiple pages of documents​

Use the pagination controls at the bottom of the table to move between pages of results and adjust which page of documents you are currently viewing.

Navigate through multiple pages of documents

Step 7: Select documents for bulk actions​

Tick the checkboxes next to one or more documents to select them, enabling bulk actions such as clearing selections or performing group-level operations, where available.

Select documents for bulk actions

Last updated: 2026-02-06