Marking reviewed and re-running

Mark as Reviewed is the sign-off: it records that a person has checked the document. If the result is wrong instead, Re-run sends it back through the workflow from the start.

What you'll need

• The IntELIEDocs app in your top bar.
• These permissions: IntELIEDocs · Document - Execute, IntELIEDocs · Document - Update.
• A processed document open in the workbench. Without Execute, Re-run and Mark as Reviewed are not shown at all; without Update, Save is greyed out.

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 document

   Select it in the orchestrator’s documents list. One that is waiting for you reads Waiting for Review.

2. Save your corrections first

   Correct anything wrong, then select Save. Save only stores values; it never signs the document off. Redaction boxes are stored separately, by Save regions on the toolbar.

3. Mark it reviewed

   Select Mark as Reviewed. There is no confirmation: Document marked as reviewed appears, you stay on the document, and the button greys out.

4. Or re-run it

   Select Re-run. On an Exception it starts at once. Anywhere else it first asks Re-run this document?, because a re-run discards the current result and any reviewer corrections, and an exported document is delivered to your connectors again. Select Re-run to confirm; it reads Reprocessing… until accepted.

   

   A redacted letter's detail page with the Re-run this document? dialog open over it, warning that a re-run discards the current result and any reviewer corrections, with No, Cancel and Re-run.

   Enlarge

5. Choose a configuration, if asked

   If the orchestrator has changed since, Re-run opens Re-run Document instead. Run with Old Configs and Run with New Configs both reprocess the document. See Re-running with a newer configuration.

What success looks like

• Document marked as reviewed appears, and the document’s row in the list refreshes without you selecting Refresh.
• A re-run confirms with Reprocessing started and the badge returns to Processing; the open document refreshes itself every 10 seconds until it settles.

There is nothing to reject

The workbench has one review decision, and it is Mark as Reviewed. There is no reject, decline or send-back action. If a document is unusable, correct the fields and Save, re-run it, or remove it. A Smart Queue document sorted into the wrong category can run the right category's route instead. Nothing moves you on automatically, so go back to the documents list, or use Previous and Next if you arrived from there. Re-run appears once processing has an outcome: Waiting for Review, Completed, Exception, Exported, Partially Exported or Export Failed.

If something goes wrong

Symptom	Likely cause	What to do
Mark as Reviewed is greyed out.	A field marked with a red * is empty, the status is Exception or Export Failed, or it is already reviewed.	Fill in and Save the field (see Reviewing extracted fields). A failed document needs Re-run or Retry export (see Exceptions).
No Mark as Reviewed or Re-run at all.	Your role lacks Execute (which also hides the CSV and Excel downloads), or the document is still running or on Password Required. Mark as Reviewed is also gone once the document is Exported.	Ask an administrator for IntELIEDocs · Document - Execute, or wait for processing to finish.
Save is greyed out, with the tooltip You don't have permission to edit this document.	Your role lacks Update.	Ask an administrator for IntELIEDocs · Document - Update.
Corrections vanished before you signed off.	Switching the right panel to Groups discards unsaved edits silently.	Select Save while still on Result, then switch tabs.
Failed to re-run the document or Failed to start the export.	The request was refused.	Reload the document and try once more; if it persists, check the failure detail on the banner.

Next

• Reviewing extracted fields - correcting values before you sign off.
• Re-running with a newer configuration - what the two configuration choices change.
• Document statuses - what each badge means.