Documents Tab
Overview
The Documents tab is your main workspace for viewing, searching, filtering, and validating all documents within the current job or batch. It provides:
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Fast access to all document metadata and key workflow statuses.
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Direct actions on single or multiple documents.
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Detailed data and visual previews for validation and review.
Main components
1. Toolbar
At the top of the tab, you will find:
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New view: Open a new documents grid view.
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Options: Select/display additional options (columns, modes).
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Actions: Perform batch actions on selected documents.
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Column mode: Toggle between column view.
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Image: Show/hide the image/document preview.
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Batch: Filter documents by batch.
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Entity: Filter by business entity.
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Document: Filter by document type/subtype.
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Doc status: Filter by processing status (e.g., toprocess, manual_index, system_indexed).
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Validation status: Filter by validation result (OK/Error).
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Creator / Last editor: Filter by user.
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Batch owner name: Filter batches by the user who owns them.
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Created / Update date: Filter by date range.
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Batch status: Filter by batch status.
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IMAP configuration: Filter by mail import source/config.
2. Documents Grid
The central table/grid shows one row per document, with the following fields (columns):
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Batch: Which batch this document belongs to.
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Entity: Entity/customer/etc. associated to the document.
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Document: Document filename or label.
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Doc status: Current workflow status for the document (e.g. "toprocess", "manual_index", "system_indexed").
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Validation status: Icon showing if the document passed or failed validation (green = OK, red = Error).
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Pages: Number of pages in the document.
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Creator, Batch owner name: Responsible users.
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Created, Last editor, Update date: Date/user audit trail.
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Batch status: Current status of the batch.
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... (other columns as configured)
You can sort and filter the table by clicking any column header.
3. Quick Action Buttons
Above the grid:
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Go to document: Jumps to selected document(s).
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Request batch: Request processing for the batch.
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History: View audit trail for the document.
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Download data: Export data for the selection.
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Set batch(es) status: Update the status of selected batches.
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Set document status: Update the status of selected documents.
4. Details/Data Panel
Selecting a document in the grid will show all its fields on the right side, including:
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All metadata fields for the document:
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Batch/Entity/Document name
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Status and validation information
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All extracted/indexed fields (Invoice number, Date, Supplier, Amounts, custom fields, etc.)
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Any detected issues highlighted in red.
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Language and processing flags.
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At the bottom, batch labels (e.g. AP ENGLISH).
5. Document/Image Preview
On the far right, the image/doc viewer shows the actual scanned document:
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Zoom, navigation, and multi-page controls.
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Live overlay with detected key data/flags when appropriate (not shown in this cropped example).
Filtering
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Dropdown filters allow instant narrowing of results by batch, entity, document type, statuses, users, or any other configured field.
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Result count at the bottom ("121 Documents found") always updates to match current filters.
Best practices
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Use filters to focus validation and work on error/failure status only.
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Use "Go to document" or "Download data" for efficient QA and data export.
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Keep the data panel open for rapid review and to quickly check any problematic values.
