How to find a document batch in DigitAI

Step by step

1. 1

   Verify the Correct Project/Client

   Ensure the appropriate project or client is selected in the DigitAI sidebar. Batch visibility is tied to the current project context.

2. 2

   Navigate to the Batches Section

   Proceed to the 'Document Batches' or 'Processed Documents' section in DigitAI's main menu, depending on the phase where you expect to find the batch.

3. 3

   Adjust Date Filters

   Review the date filters. Batches often don't appear due to a limited date range. Expand the period to include the expected creation or last update date of the batch.

4. 4

   Modify Other Filters

   Check and disable or modify any other active filters, such as batch status, user assignment, or document type, that might be restricting search results.

5. 5

   Use the Search Field

   If you know the batch ID or name, use it directly in the search field. This can help quickly locate the batch once general filters are correctly set.

6. 6

   Manual Review of Individual Documents

   If the entire batch does not appear, but an individual document with the same ID does appear in 'Processed Documents' with 'Review' status, the batch might have been split or partially processed. Proceed with the manual review of that specific document.