Troubleshooting

If something goes wrong, start in the Document Queue for the affected document.

1. Check the document’s Status.
2. Open Processing Log for that document.
3. Read the first Error entry, not just the last one.
4. Use the guidance below based on what you see.

Start With These Checks

• If the document is in Error, open Processing Log from that document and look for the first Error line.
• If the document is in Review Required, open Review and compare the extracted values with the original document.
• If the document already has a created document number, do not retry just to be safe. Check the created document first so you do not create duplicates.
• If you cannot find a finished document in the queue, clear or adjust filters. The queue opens with completed documents hidden by default.

In This Section

• Queue statuses for what each document status usually means
• Common failures for the most frequent upload, processing, matching, and creation problems
• Choosing the next step for when to retry, review, or stop to avoid duplicates
• Processing logs and support details for what to collect before asking an admin or support person for help

Related Help

• Administrators should also use Administration for recurring checks, settings review, and escalation guidance.