Finding and reading a document

Every document belongs to the orchestrator it was sent to, so you find it in that orchestrator's list. This page covers narrowing the list down and reading a document once it opens.

What you'll need

• The IntELIEDocs app in your top bar.
• These permissions: IntELIEDocs · Document - List, IntELIEDocs · Document - Read.
• An orchestrator that already has documents in it.

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. Open the orchestrator

   On the IntELIEDocs home page, select the orchestrator that received the document. It opens on its Dashboard; select Documents in the tabs under the header. From an orchestrator's own page, Manage Documents gets you to the same list. Grid view and List view switch between the two layouts, and Pin this page (the pin icon) keeps a shortcut to it.

   

   An extract open on its Overview, with the Manage Documents button ringed at the top right.

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2. Search by name

   Type into Search by name. Up to ten suggestions appear as you type, and selecting one opens that document directly.

   

   The document list of an orchestrator: seven documents with their status, group, upload and modified dates, and who uploaded them.

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3. Filter

   Narrow the list with View Status (All) and View Groups (All). Both are multi-select and both add up; the groups filter shows how many documents each group holds.

   

   The status filter on a document list, open to show every status: Uploaded, Processing, Waiting for Review, Completed, Password Required, Exception, Exporting, Queued for Export, Exported, Partially Exported, Export Failed and Archived.

4. Sort and page

   Use Sort By to order by Name, Last Modified or Uploaded On, Ascending or Descending. In List view, Rows per page offers 10, 20, 50 or 100; Grid view sizes each page to fit your screen.

5. Read the status

   The Status badge says where the document has got to. On Exception, Export Failed and Partially Exported it carries a tooltip with the reason, or the outcome per export connector. A sparkle beside it means Update available. See Comparing configuration versions.

6. Open it

   Select the name under Document Name. The other columns (Group, Uploaded On, Uploaded By, Last Modified and Actions) are there for orientation.

What success looks like

• The list shows only what you filtered to, and the footer count agrees.
• Your search, filters, sort and page survive a refresh: they live in the page address, so the view is also shareable.
• The document opens with the same status beside Document Status:.

Reading the detail page

A document's detail page: its status and group across the top, the page in the middle, what was read on the right.

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The breadcrumb bar carries Document Status:, Group: and Last Modified:, and its orchestrator name takes you back to the list. Previous and Next (or Alt+← and Alt+→) step through the list page you came from. The origin reads Uploaded by:, Imported via: for a connector, or From voice conversation:. Then come the actions, each only when it applies: Re-run, Enter Password, Retry export, Remove, Mark as Reviewed, Save and Download. The toolbar holds the page stepper, zoom, Doc View / Text View (Original / Redacted for a redacted document) and the Result / Groups tabs; for the redaction tools, see Manual redaction. An email opens in Text View. A Smart Queue document also shows its route's stages in a strip between the actions and the toolbar: see Reviewing a Smart Queue document.

On the list, ticking rows swaps Refresh and the view toggle for Remove and Download. See Removing documents and Downloading and exporting.

If something goes wrong

Symptom	Likely cause	What to do
A status looks out of date.	The list never refreshes itself. Only an open document does.	Select Refresh; Data refreshed successfully. confirms it.
Filtering on Uploaded or Archived returns No documents found.	No listed document rests in either: new uploads show Processing, and removed ones leave the list.	Filter on Processing instead.
Previous and Next are missing.	The document was opened from a link rather than the list, so there is nothing to step through.	Open it from the orchestrator's list.
Rows per page is missing.	You are in Grid view.	Switch to List view.

Next

• Document statuses - what each badge means.
• Reviewing extracted fields - correcting what was read.
• Grouping documents - what fills the Group column.