Watching a workflow run

A workflow runs without you, so checking on it means following one document in the order the work moves. The dashboard tells you first when something has stopped.

What you'll need

• The IntELIEDocs app in your top bar.
• These permissions: IntELIEDocs · Document - List, IntELIEDocs · Document - Execute.
• An orchestrator with a document in it. Checking the connector and the audit trail also needs IntELIEKonnect and Audit Logs.

If IntELIEDocs isn't in your top bar, your role can't view it or your plan doesn't include it. Ask a workspace administrator, or see Permissions and module visibility.

Steps

1. Start at the dashboard

   Select ELIE in the top bar. If Required Attention has an IntELIEDocs or IntELIEKonnect card, something has stopped: select the card to see what, and open the item from its row.

   

   Required Attention on the dashboard with the IntELIEDocs card ringed, reading 10 issues, above cards for IntELIEKonnect, Knowledge Base and Voice IntELIEgence.

2. Check the connector brought it in

   In Import Connectors, the connector’s Status must read Active and its Engagement Status Connected. Fetch now checks the source straight away and confirms with Fetch started. Elie does not show a history of past runs. See Fetch now.

   

   The Import Connectors list with the Finance mailbox row Active and Connected, and its Fetch now button ringed with its tooltip showing.

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3. Find the document

   A document only appears in the orchestrator it was sent to. Open that orchestrator, select Manage Documents, and type in Search by name. See Finding a document.

   

   The Purchase Invoices documents list with Search by name, View Status (All) and View Groups (All) above seven documents and their statuses.

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4. Read its status

   The Status badge says how far it has got, from Processing on. The list does not refresh itself, so select Refresh or open the document. Every value is explained in Document statuses.

5. Clear the review queue

   Where review is switched on, documents rest on Waiting for Review. Pick that value in View Status (All), open each one, correct it, select Save, then Mark as Reviewed.

   

   The View Status list of document statuses, from Uploaded and Processing through Waiting for Review, Completed and Exported to Archived.

6. Confirm the delivery

   Exported means every attached export connector took it. Queued for Export is waiting for a scheduled batch. On Partially Exported or Export Failed, hover the badge to see Delivered or Failed for each connector. To see who did what, open Audit Logs and type the document’s name in Search a name, or paste a reference.

   

   Audit Logs with harbour-lane-stationers-hls-1042.pdf typed in the ringed search box, listing that document's five events: Fields corrected, Ready for review, Received for processing and two Uploaded, each with who acted and SUCCESS.

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What success looks like

• The document's row in its orchestrator reads Exported.
• Required Attention has no IntELIEDocs or IntELIEKonnect card for it.
• Searching Audit Logs for its name lists what happened to it and who acted.

Two normal states people misread

Queued for Export is a waiting room, not a failure. It clears on the export connector's next run, or when someone selects Deliver now on the connector. And a list that shows nothing is usually still filtered: check View Status (All) on documents, or the count in Filter By on connectors.

If something goes wrong

Symptom	Likely cause	What to do
The document is in no orchestrator.	Nothing was fetched, or no import channel is live.	Check the channel reads Disconnect.
Status reads Exception.	Processing failed, so review and delivery never happen.	Hover the badge for the reason and Failed Stage. See Handling an exception.
Completed, but nothing was delivered.	No export channel is live.	Attach an export connector. See IntELIEKonnect troubleshooting.
Audit Logs reads Nothing matches these filters.	A filter or search is narrowing the list too far.	Select Clear filters, then search again.

Next

• When a workflow stalls - working out where it stopped.
• Document statuses explained - every badge, in order.
• Your dashboard - what Required Attention reports.