Document Status

The Document Status feature helps users manage and track documents efficiently through their lifecycle in the platform. Each document can have one of the following statuses:

For Review

Documents marked as For Review require human validation. These documents have not passed automatic validation and are queued for manual verification.

Confirmed

Documents in Confirmed status have successfully undergone validation, either automatically by Machine Validation or manually by Human Validation. These documents are ready for further processing.

Archived

The Archived status allows you to remove documents from active views without deleting them from the platform. Documents can be archived directly from either the For Review or Confirmed queues. This status is typically used once documents have been processed and exported downstream.

Rejected

Documents are labelled Rejected when they have been manually or automatically marked as invalid. Automatic rejections commonly occur due to (subject to workspace-specific settings):

  • Duplicate submission of an existing document
  • Irrelevance of the document type for the specific workspace