Upload and start processing

Before a document can be reviewed or created, it has to enter Sifterra Document Queue with the right analyzer and a supported file.

Before You Start

You need at least one active analyzer before you can upload a document. If no active analyzer is available, the upload action stops and asks you to set one up first.

The upload page currently accepts these file types:

• PDF
• TIFF or TIF
• PNG
• JPG or JPEG
• BMP
• HEIF

Each file must be under 500 MB.

Earlier drafts mentioned DOCX, XLSX, PPTX, and HTML. Those formats are not supported by the current upload flow.

Normal Upload Flow

For most users, the upload step looks like this:

1. Open Sifterra Document Queue from search.
2. Select Upload Document.
3. Choose the analyzer that matches the document you are uploading.
4. Pick the file from your computer.
5. Confirm that the new queue entry appears with the status Pending.

At this point, the file is in the queue but has not been read yet.

Starting Processing

Once the document is in Pending, you can start the next step from the queue:

• Use Process to start one selected document.
• Use Process All Pending to start every queued document that is still waiting.

After processing starts, the document moves to Processing right away.

What Happens While The Queue Is Working

During processing, Sifterra:

• reads the file
• pulls out the values it can find
• compares those values to the analyzer setup
• checks whether any values look uncertain
• optionally runs invoice matching when that setup is enabled
• decides whether the Business Central document can be created automatically or should wait for review

Processing is not instant. Sifterra keeps checking for results for up to about 5 minutes. If no final result is returned in that time, the document moves to Error.

Choosing The Right Analyzer Matters

If the analyzer does not match the document type, the queue may still process the file, but the extracted values and final result are more likely to be wrong.

Use the analyzer that matches the business outcome:

• purchase invoice files should use a purchase invoice analyzer
• expense receipts should use an expense receipt analyzer
• custom documents should use the analyzer built for that custom workflow

If the document consistently comes in with the wrong result, review the analyzer choice before changing mappings or retrying the file.

Next Step

After upload, continue to Queue statuses and actions to understand what the queue is showing you as the document moves forward.