Documents¶
Documents shows what arrived at mScan and what became of it. People with the Scan role see their own documents, managers every document of the company.
The list¶
- All · Needs attention · Done: Needs attention collects what someone should look at; Done is filed and completely read.
- Search by sender, shop, subject, title or person; Filters by status, source and kind.
- Each row shows who the document is from and what it is, its kind, how it arrived (scan app or email), its status and two downloads: Input (the original as it arrived) and Output (the file that was filed).
Statuses¶
| Status | Meaning |
|---|---|
| Queued / Processing | being processed |
| Done | filed |
| Incomplete | filed, but a key detail (e.g. date, amount, currency) could not be read — check and correct it |
| Partly filed | filed in one place, not in another |
| Failed | not filed; the document's page says why |
| Waiting for pipeline | nothing is set up yet for this kind of document — Earlybyte sets it up, then it carries on by itself |
| Monthly limit reached | the monthly allowance is used up; the document waits for next month |
Several at once (managers)¶
With Select you pick documents — one by one, a whole day or the whole page — and can download them together (as a zip), process them again or delete them.
A document's page¶
Clicking a row opens the document: original and result side by side, the data read, where it was filed, and its history. ← and → step through the list.
Managers can:
- Edit data — correct a misread detail (e.g. date, amount, VAT, category). Then File again so the filed file and spreadsheet row are right too.
- Edit pages — turn, reorder or leave out pages. The original stays unchanged.
- Change type — say that a receipt is really an invoice (or the other way round).
- Process again — have the document read again from the start.
- File again — file the result again, e.g. after a correction. A file in the same place is replaced.
- Recreate the receipt sheet — make the receipt sheet again with the current data.
When only part of it failed, Retry what failed tries exactly that part again — people with the Scan role may do this for their own documents too.
Deleting and restoring (managers)¶
Delete deletes mScan's copy — with a reason, which is recorded. Copies already filed (e.g. in SharePoint) stay where they are. Deleted documents are under Filters → Deleted, where Restore brings them back until they are removed for good after the agreed period (usually 30 days).