๐Ÿง  Understanding the Documents Section

Overview

The documents page displays all the documents in the specified location. Example: Inbox, Outbox, or even the Training box (for AI Services that require training).

Available document actions and commands change depending on the selected document Usage

Quick Filter

The Quick Filter allows you to quickly define which documents you want to view.

*Document Properties: Filter documents by specific properties such as File Name, IDs, or File Type.

  • Category: Filter documents by specified categories, such as Invoices, Contracts, or documents with no category.
  • Usage: Filter documents based on their location. Examples include Inbox, Outbox, or the TrainingBox.
  • Status: Filter documents by specific statuses, such as Received, Error, or Processed.
  • From Date: Filter documents by the date they entered the service.
  • To Date: Filter documents up to the last date they entered the service.

    Document search

    The search functionality only searches for documents on the current page

  • Normal Search: searches through all the document attributes to find the document

  • Deep search: searches through all the document parameters, and also within the content content to find potential hits

Document Actions

  • Open a document for verification
  • Process the document
  • View the linked documents (see Understanding-document-flows)
    * Open the document on the OS.
  • Download the document to your local disk.
  • View the document hierarchy.
  • View the document's structured results (Extract & Verify services only).
  • Open document verification audit trail (Extract & Verify services only).
  • Open document logs.

    Sort the Documents grid

  • You can sort the documents page by clicking on any of the table headers.

To sort multiple column sorting use CTRL + Left Mouse Click on the columns.

## Process Multiple Documents

The Process Selected button allows you to process multiple documents at a time.

  1. Select all the documents you would like to process

    2. Click on the Process Selected Action in the command bar.
    3. Select the processing parameters (or leave as default to process normally) in the processing options popup and click on Process.
    ## Upload and Download

  2. The Upload button allows you to upload one or more documents. Alternatively you can drag and drop files over the Documents grid to upload them.

    The *Download button allows you to download the selected documents to your local machine
    #### Upload

  3. Click the Upload button in the command bar.

  4. Select the document category
  5. Select the file to be uploaded

Download

  1. Select the documents that you would like to download
  2. Click the Download button in the command bar

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