🧠 Understanding the Documents page
Overview
The documents page displays all the documents in the specified location. Example: Inbox, Outbox, or even training box
The document actions and commands change depending on the compatible usage
Quick Filter
The Quick Filter allows you to quickly define which documents you want to view.
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- 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
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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
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Process the document
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View the linked documents (see Understanding-document-flows)
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Open the document on the OS.
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Download the document to your local disk.
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Edit the document.
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View the document hierarchy.
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View the document's structured results.
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View document result.
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Open document verification audit trail.
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Open document logs.
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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.
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Process Multiple Documents
The Process Selected action allows you to process all the selected documents
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- Select all the documents you would like to process
Click on the Process Selected Action in the command bar.
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- Define the processing parameters
Upload and Download
- The Upload Action allows you to upload a new document.
- The Download action allows you to download the selected documents to your local machine
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Upload
- Click the Upload Action in the command bar.
- Select the document category
- Select the file to be uploaded
Download
- Select the documents that you would like to download
- Click the Download action in the command bar
- Specify the save location