Document Center administration screens
Detailed reference for the Document Center screens managed by company administrator and technical profiles. Labels are quoted as they appear in the English interface. Content was read from the source of the build serving DEV on 2026-10-09 (Document Center interface f3b92b7, service bb1cb28); on 2026-10-17 the Inbox, the Link to a process dialog, the Explorer and Document details were observed in DEV with a synthetic company administrator (Document Center interface 7c2a77e, service cfb72ae), and on 2026-10-18 My Drive, the process type page, Processes, Process details, Search documents and the Share button (Document Center interface 44d2f38, service 6fd4193). Every screen below says Observed.
Screenshots are not included in this edition. The Dashboard and the Upload document dialog are described in the user manual's Document Center screens.
My Drive
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|---|
| How to get here | Menu My Drive |
| Who sees it | Company administrator and technical profiles |
| Content status | Observed (2026-10-18; on 2026-10-17 a profile without administrator access that opened it by address got This page cannot be opened, although the side menu still showed My Drive) |
| Card | Content | Opens |
|---|
| Inbox | Documents awaiting triage and the count; highlighted when not empty | Inbox |
| One per process type | Type name, n processes, and n awaiting review or n in progress; Pin / Unpin | Process type page |
| Archived / Loose files | Documents without a process | Explorer |
Pinned types come first; pins are kept in your browser only. The side menu lists the same process types under My Drive.
| State | How it looks |
|---|
| Loading | Loading your drive… |
| No process yet | No processes yet — Processes captured from your forms will appear here |
| Error | Could not load your drive with Retry |
Process type page
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| How to get here | My Drive › a process type card, or the type under My Drive in the side menu |
| Content status | Observed (2026-10-18, card selected and the page opened by its own address) |
Header: the type name, Recent processes, View all (opens Processes filtered by the type) and Back to My Drive. Up to 10 process cards, newest first: name, status, requester, identifier, age (just now, h, d, tinted when an open process gets old), number of documents and checklist progress. Empty: No processes of this type yet.
Processes
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| How to get here | View all on a process type page |
| Content status | Observed (2026-10-18, list and status filter) |
| Element | What it does |
|---|
| Search requester or identifier… | Text filter |
| All statuses | Status filter: New, Processing, Awaiting review, Awaiting requester correction, Completed, Rejected |
| Filter | Applies the filters |
| Previous / Next, Page n of m | 25 processes per page |
| Column | Content |
|---|
| Flow | Form or workflow name (or the source: Portal, Workflow, API, ECM) and received date |
| Subject | Process name |
| Requester | Name and e-mail |
| Identifier | Process identifier |
| Docs | Number of documents |
| Status | Status badge |
Selecting a row opens Process details. Empty: No processes yet. Error: Could not load processes. with Try again.
Process details
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|---|
| How to get here | A process card or a row in Processes |
| Content status | Observed (2026-10-18, a Completed process from a Portal form, every view opened, also by the page's own address) |
| Changes data? | No. Every view is read-only. |
| Area | Content |
|---|
| Header | Process name, checklist ring (received / expected), status |
| Summary | Requester, Identifier, Workflow, Received, Source |
| Left | Document thumbnails and the preview of the selected document (Preview unavailable when it cannot be shown) |
| Right | Icon bar; hover an icon for its name |
| View | Content | Empty / error |
|---|
| Extracted data | Fields read from the selected document, under its document type | No extracted data yet for this process. |
| Checklist | Expected documents: ✓ received, ○ Pending or Optional; Form answers | This process has no checklist. |
| Generated | Documents produced by the workflow: Open in the viewer, Download | This process has not produced any documents yet.; Download failed |
| Timeline | Correction history (Round, Reasons, Channel, Notification outcome: Sent, Suppressed, No channel) and the process events | No correction cycles recorded.; No events yet. |
| Cross-check | All agreed or Needs a look; per check Match, Divergence, Inconclusive or Not applicable; AI marks checks made by AI | No cross-check ran on this case. |
| Workflow | Outcome (Approved, Refused, Returned to requester), who and when, n approved · m refused; workflow name and status; phases (Classification, Extraction, Crops, Split, Human review, Delivery, Condition) with status and error | No workflow run linked to this process yet. |
| Audit | Human decisions; Immutable log (Event, When, Actor, IP, Document, Hash) — every event is hash-chained, so tampering is detectable | No decision has been recorded for this case.; No audit events yet. |
| Versions | Each document's versions, Current, Signed, Download | No documents in this process. |
| Integrations, Comments | Placeholder | This view arrives in a later phase. |
When a reviewer reserved a document without deciding, the decision trail shows reserved by …. When the process has decisions from before the trail started, it says so and those decisions are missing.
Inbox
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|---|
| How to get here | My Drive › Inbox |
| Content status | Observed (2026-10-17, Upload loose file and Link to a process; Archive and Discard not walked) |
| Element | What it does | Reversible? |
|---|
| Upload loose file | Adds one file to the Inbox (origin Upload) | — |
| Link | Opens Link to a process | Not from the interface |
| Archive | Removes from the Inbox; status Archived; stays in its folder | Not from the interface |
| Discard | After Discard document? — This permanently removes the document., deletes it | No |
Rows: origin (Email, Upload, API), name, Received. Lists the 50 most recent. Empty: Nothing to triage. Error: Could not load the inbox with Retry. A file added with Upload loose file appears in the list only after the page is reloaded.
Link to a process dialog
| Section | Content |
|---|
| Suggested | Processes matching identifiers or e-mail read from the document, with by ID or by email; No automatic suggestion when none |
| Search process | Name, requester or identifier; up to 10 results; No process found |
| Link | Moves the document into the process; shows Linking… |
| Cancel / Esc | Closes without linking |
Observed on 2026-10-17 (suggestions and search); no document was linked.
Explorer
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| How to get here | My Drive › Archived / Loose files, or Dashboard › Browse folders or Public shares |
| Content status | Observed (2026-10-17, folder created, PDF uploaded, document opened) |
| Element | What it does |
|---|
| Folder tree | / (root) and folders, each with a count; ▸ opens a folder |
| Folder name, Create | Creates a folder under the selected folder (or the root). The tree shows it after a reload. Selecting Create again with the same name creates a second folder with that name. |
| Drop files here or click to choose | Uploads files into the selected folder; disabled with Select a folder before uploading files. until one is selected |
| Document cards | Name and status (Draft, Review, Published, Archived, Purged); open Document details |
States: Loading documents…, No documents in this folder., We couldn't load documents for this folder. with Try again.
Document details
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|---|
| How to get here | A document in Explorer or in search results |
| Content status | Observed (2026-10-17, preview, Details, versions, tags and Timeline; 2026-10-18, Share) |
| Area | Content |
|---|
| Header | Name; Status: … · Confidentiality: … (Public, Internal, Confidential, HighlyConfidential); Share |
| Preview | Current version: PDF page by page, PNG and JPG. Others: Preview not supported for this file type. |
| Details | Status and confidentiality badges; AI panel (Document type, Confidence %, Fraud: Possible fraud / No fraud detected); Versions (vN, file name, size, ✓ signed); Tags |
| Timeline | Document events with their count, for example Document created, Version uploaded, Viewed, Downloaded, Moved, Shared, Status changed, Signed, Archived |
| Element | What it does | Reversible? |
|---|
| Share | Opens Create share link: an optional Recipient email for records (kept for your records and audit; it does not restrict who can open the link), Cancel and Create link. Create link creates the link (download allowed; no password, expiry or access limit), copies it and shows Link copied to clipboard with the link, Copy again and Dismiss | No — links cannot be revoked from the interface |
The dialog text suggests a password, an expiry date or a maximum number of accesses to limit access, but it offers none of them (XTRAK-2592).
Search documents
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| How to get here | The search box at the top (Search processes and documents), or Dashboard › Search documents |
| Content status | Observed (2026-10-18, a word in the names of synthetic documents) |
| Element | Content |
|---|
| Search box | Try: RG sent today, contracts this month…; Search |
| Understood as: | How the phrase was read: the text in quotes and the period (Today, Yesterday, This week, This month, This year, Last n days) |
| Filters | Values to narrow the results, each with its count: MIME (file type), Status, Confidentiality and tag keys |
| Result | Name, file type, highlighted passage, date, score |
Before searching: Search by name, content or a phrase like "invoices this week". No match: No results.
Not observed (all screens): what another profile sees when it opens the addresses behind My Drive other than My Drive itself; the display of a Failed process; Archive and Discard in the Inbox.
Last reviewed 2026-10-18 · Version 1.0.0 · Owner: product-documentation