Processing documents

Use Sifterra Document Queue to upload files, start processing, watch status changes, and finish any documents that need attention.

For most teams, the queue is the main day-to-day workspace. A document enters as a file, moves through extraction and validation, then ends as either a completed record, a review task, or an error that needs follow-up.

In This Section

• Upload and start processing explains the normal intake flow, supported file types, and what has to be ready before upload.
• Queue statuses and actions explains what each queue status means and which actions are available from the list.
• Review, creation, and retry covers what happens after processing, including review, manual document creation, and retrying failures.

The Short Version

Most users follow the same sequence:

1. Upload a file into Sifterra Document Queue.
2. Confirm it appears with the status Pending.
3. Start processing for one document or all pending documents.
4. Watch for the document to end as Completed, Review Required, or Error.
5. If review is required, open the review page, correct the values, and approve or reject the document.
6. If a Business Central document was not created automatically, use Create Document.

What The Queue Is For

The queue gives users one place to:

• upload and process documents
• monitor status changes
• open extracted data, logs, and matching results
• create Business Central documents when that step was not completed automatically

Related Topics

• Read Review and approval for the manual review step.
• Read Matching invoices if your invoice analyzers compare documents against purchase orders.
• Read Troubleshooting if documents are getting stuck or failing.

Additional Notes

• The queue opens with completed entries hidden by default so users can focus on work that still needs attention.
• That default filter hides only Completed entries. It does not automatically hide Approved, Rejected, Error, or Review Required entries.
• Explicit status styling on the queue page is currently applied to Pending, Processing, Completed, Error, and Review Required. Approved and Rejected do not have separate queue styling today.
• The queue’s Open Created Document behavior opens the purchase invoice page for purchase documents and the sales invoice page for sales documents, even when the created record is an order or quote.
• Matching and review can overlap in edge cases. If the outcome looks unexpected, check Match Results instead of relying only on the final queue status.