Inbox is where you can view, edit and manage documents that have been submitted to fileAI.
Definitions
Your Inbox is split into 4 sections and documents appear in the respective tabs which reflect their statuses,
- Ready For Export (RFE): Documents that have been successfully processed and ready to be exported
- Action Required (AR): Documents that require an action from the user (e.g. re-upload of documents, adding of missing fields, deleting of duplicated documents and/or out of scope documents)
- You can still manually input data into these documents and push the document into Ready For Export
- Processing is where new documents are waiting to have data extracted
- Archive is where you can find all of your documents after they have been exported or archived
How to view and edit Documents
- All submitted documents will be displayed as rows in the inbox
- You can view the extracted data of the submitted document from the Inbox page by clicking on "Edit" – this will bring you to the document's Header Fields and Tables page
How to change your Inbox configuration
- Select the Columns icon to adjust how you would like to view the columns that are presented in your Inbox
- Select choice of column to be applied to Inbox
Note: Adjustments to the column settings are applied at the user level only and does not apply to the entire organization nor workspace
How to search and filter for documents in Inbox
- Select the Filters icon to search for documents
- Select choice of filter to apply to Inbox
Note: Adjustments to the column settings are applied at the user level only and does not apply to the entire organization nor workspace
