Triage the Inbox

Use this journey to clear loose documents — files that arrived by e-mail, upload or API without a process.

Before you start

• You have a company administrator or technical profile, and My Drive appears in the Document Center menu.
• The Inbox card in My Drive shows a number greater than zero. A card with documents waiting is highlighted.

Steps

1. In the Document Center menu, select My Drive, then the Inbox card. The Inbox lists one row per document: its origin (Email, Upload or API), name, and Received date and time.
2. For each document, choose one action:
   • Link — the document belongs to a process. Go to step 3.
   • Archive — keep the document without a process. It leaves the Inbox at once.
   • Discard — the document is not needed. A confirmation asks Discard document? — This permanently removes the document. Select Discard to confirm, or Cancel.
3. In Link to a process:
   • Under Suggested, the Document Center lists processes that match identifiers or e-mail addresses read from the document, with the reason (by ID or by email). If there is none, it shows No automatic suggestion.
   • Under Search process, type a name, requester or identifier and select Search process.
   • Select Link on the right process. The button shows Linking… and the dialog closes.
4. (Optional) To add a loose file yourself, select Upload loose file at the top of the Inbox and pick the file. It appears in the list with origin Upload.

Expected result

• A linked document leaves the Inbox and becomes one of the process's documents.
• An archived document leaves the Inbox, gets the status Archived and stays in its folder; it can be found through My Drive › Archived / Loose files.
• A discarded document is deleted. This cannot be undone.

How to confirm it worked

• The row is gone from the Inbox, and the Inbox card count in My Drive went down.
• For a linked document: open the process (see Follow a process) and find the document among its thumbnails.
• For an archived document: its timeline shows Archived.

If something goes wrong

What you see	What it means	What to do
The row comes back after an action	The action failed and the list was reloaded	Try again. If it repeats, contact support.
Could not load the inbox with Retry	The list did not load	Select Retry.
Link in the dialog does nothing visible	The link failed; the dialog stays open	Try again or choose Cancel.
No process found	The search matched no process	Search by requester name or identifier exactly as received.
Nothing to triage	The Inbox is empty	Nothing to do.

Observed on 2026-10-17 in DEV: uploading a loose file and opening Link to a process; no document was archived, discarded or linked.

Not observed: which identifiers the suggestions read from a document, and the Inbox with more than 50 documents (only the 50 most recent are listed).

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Last reviewed 2026-10-17 · Version 1.0.0 · Owner: product-documentation