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Document statuses explained

Every document shows one Status badge, in the list, on its grid card and on its own page. The badge tells you where the document is in its lifecycle and whether anyone needs to act.

The lifecycle​

IntELIEDocs document lifecycleA new upload starts at Processing. If the PDF is locked it goes to Password Required, and Enter Password sends it back to Processing. If a step fails it goes to Exception, and Re-run sends it back to Processing. Otherwise it goes to Waiting for Review when it needs a reviewer, or straight to Exporting when it does not. Mark as Reviewed moves a reviewed document to Completed. From Exporting, a document goes to Completed when no connector is bound, to Queued for Export for a scheduled connector, or to its delivery result for an immediate one. A Completed document with connectors bound is delivered the same way. The delivery result is Exported, Partially Exported or Export Failed, and Retry export sends a failed delivery back to Exporting.Delivery resultlocked PDFEnter Passworda step failsRe-runneeds reviewno review neededMark as Reviewedno connector boundscheduledconnectorscheduled connectorconnector boundschedule runs orDeliver nowimmediateconnectorRetry exportUploadProcessingPassword RequiredExceptionWaiting for ReviewExportingCompletedQueued for ExportExportedPartially ExportedExport Failed
Where a document can go next from each status. Re-run also sends a document back to Processing from Waiting for Review, Completed or any delivery result.

What each status means​

Each status is shown in the colours of its badge in the product.

StatusWhat it meansWhat you can do
ProcessingElie is reading the document and running whatever the orchestrator asks for. Re-runs and password retries come back here too.Wait. A document can't be removed while it's being processed; the trash icon is disabled and reads Document is still processing.
Password RequiredThe PDF is locked, so processing stopped until someone gives the password.Select Enter Password on the document. See Password-protected PDFs.
ExceptionA processing step failed and the document stopped there.Fix the cause, then select Re-run. It starts straight away, with no confirmation. See Exceptions.
Waiting for ReviewThe document was read and a person has to confirm or correct what was found.Review the fields, then select Mark as Reviewed. Every required field needs a value first.
ExportingBeing delivered to a connector that sends documents as they arrive.Wait. A document that skipped review passes through here even when no connector is bound, then settles on Completed.
CompletedFinished, and nothing is waiting on you.Nothing. Open it or download it.
Queued for ExportHeld for a connector that delivers on a schedule.Wait for the schedule, or select Deliver now on the connector. See Delivering buffered documents now.
ExportedDelivered to every connector bound to the orchestrator.Nothing.
Partially ExportedSome connectors took it and some refused it.Select Retry export. Only the connectors that failed are tried again.
Export FailedNo connector accepted it.Fix the connector, then select Retry export.

You also can't remove a document while it is Exporting or Queued for Export, because the delivery is already under way.

Uploaded and Archived appear in the status filter, but no document is ever in either state. A new upload shows Processing straight away, and removing a document takes it out of the list rather than archiving it. Filtering by either one returns an empty list.

Running a finished document again​

Re-run appears on Waiting for Review, Completed, Exception and the three delivery results, if your role can run document actions. It isn't offered on Password Required (use Enter Password) or while the document is processing or being delivered.

Except on Exception, Elie asks you to confirm first. A re-run throws away the current result and every reviewer correction, and a document that was already exported is delivered again. See Signing off and re-running a document.

If the orchestrator's configuration has changed since the document was processed, its row shows a small sparkle next to the badge and Re-run asks which version to use. See Comparing configuration versions.

A Smart Queue document on Waiting for Review has one more way back to Processing: Run a category route reprocesses it on the category you choose, and it then returns to Waiting for Review. See Reviewing a Smart Queue document.

Hover the badge for the reason​

Exception, Export Failed and Partially Exported keep their detail in a tooltip on the badge, and the pointer becomes a help cursor over them. Exception gives the reason and the Failed Stage. The two export badges list each bound connector with Delivered or Failed next to it.

You can read the same detail by opening the document. A failed export shows a banner, either Export failed for all connectors. or Export failed for one or more connectors., listing each connector with its result and the reason for any failure.

The list doesn't refresh itself​

A document that has moved on keeps its old badge in the list until you select Refresh or open it. An open document checks again every 10 seconds while it is processing or being delivered.

Next​

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