PARSER GUIDES

Understand Document Statuses

Work With Documents

Know what each Document Inbox status means and what to do next

A document's status tells you where it is in the PARSER workflow. Use the status filter in the Document Inbox to focus on documents that need attention.

Statuses while PARSER is working

Uploading

The file is still being transferred to PARSER.

What to do:

• Keep the upload drawer open until the file is accepted.
• If the upload stops, check your internet connection and try uploading the file again.

Queued

PARSER accepted the document and is waiting to start processing it. This is normal for large files or batches.

What to do:

• Wait for it to move to Processing.
• Do not upload another copy just because it is queued.

Processing

PARSER is reading the document and extracting the fields and tables.

What to do:

• Wait for processing to finish.
• For a document that is clearly stuck, open it and use the reprocess option shown by PARSER.

Statuses after processing

Processed / Approved

Extraction is complete. If the parser does not use an approval workflow, processed documents appear in this group. If approvals are enabled, it also contains documents that completed all required approvals.

What to do:

• Open the document and check the important fields.
• Export it or let your configured integrations run.

In Review

Extraction is complete, but the document is waiting for review or approval.

What to do:

• Open the document.
• Correct any extracted values.
• Approve or reject it if it is assigned to you.

Rejected

A reviewer rejected the document.

What to do:

• Open it and check the review information.
• Correct the data or parser setup.
• Reprocess it when extraction needs to run again.

Skipped

PARSER received the document but deliberately did not extract it.

Common reasons:

• The parser's Document type rules determined that it should not be processed.
• A classifier could not route it to a parser.
• A rule determined that it should not be processed.

What to do:

• Open the document and read the reason shown.
• Correct the parser or classifier rule if the document belongs there.
• Send it to the correct parser or reprocess it after fixing the setup.

Failed

PARSER could not finish the upload or processing.

What to do:

1. Open the document and read the failure message.

2. Check the file, available credits, password rules, and parser settings.

3. Use Re-process document when available.

4. If the original upload failed before PARSER received the file, upload it again.

See Processing Failures for a complete checklist.

Assigned to Me

Assigned to Me is a filter rather than a separate processing status. It shows documents waiting for you in a review workflow.

Open each document, compare the original with the extracted data, make corrections, and then approve or reject it.

Find documents by status

1. Open the parser's Document Inbox.

2. Open the status filter.

3. Choose the status you want.

4. Combine it with a folder, date, or name filter when needed.

For more filtering options, see Find and Filter Documents.

Next steps

• Check and Correct Extracted Data - Fix values before export
• Reprocess Documents - Run extraction again after a change
• Reviewing Documents - Approve or reject assigned documents