7.2. Documents Tab

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