Track a document's state and routing
Use this journey to find out where a process is, what happened to it, and what is waiting on the requester.
Before you start
There are two places to look, and they need different profiles:
| Place | What it shows | Who can open it |
|---|---|---|
| Operations › Human Review › Awaiting requester correction, and each dossier | Processes returned to the requester, and the full history of a review | Reviewers allocated to the queue |
| Operations › Processes (the Runs page) | Every run of every workflow, phase by phase, with errors | Company administrator or technical profile |
If Processes is not in your menu, use the dossier and the Awaiting requester correction page, or ask your administrator.
Start a process (administrators and technical profiles)
A process that does not come from the Portal is started by hand:
- In the menu, select Administration › Flow Configuration.
- On the published workflow you want, select Start. The Start Workflow dialog opens.
- Under Documents to process, choose one or more files. Accepted: PDF, images (PNG/JPG/TIFF/BMP), DOC/DOCX, XLS/XLSX, CSV or TXT, up to 50 MB each. Selected files are listed below the field; use × to remove one.
- Select Start. The button changes to Starting… while the documents are prepared. This can take about 40 seconds even for a one-page PDF; do not close the dialog.
- When it finishes, the Runs page opens.
If you select Start without a file, the dialog shows Select at least one document.
A process started this way has no requester: if its review is rejected, it cannot be returned for correction.
Steps
Follow a process on the Runs page
- In the menu, open Operations and select Processes. The Runs page shows one card per workflow with the number of runs In progress and Completed / errored.
- Select a workflow card. Its runs are listed, newest first, with one column per phase (for example Start and Manual review). Switch between Table and Kanban at the top right; select Back to processes to return.
- Read each phase marker: ✔ completed, ✋ waiting for review, ✗ failed or rejected.
- Select a run to open Run detail. It shows the Run ID, the number of documents, the Error if there is one, and a Steps table with each phase's Status (Completed, Pending, Failed), start and end time. For a review phase, Open dossier takes you to its history.
- Select Refresh to update the page.
Follow returned processes
- Select Operations › Human Review › Awaiting requester correction.
- Each row is a process waiting for the requester: Returned at, Waiting (hours) — longest wait first — and Returned submission round.
- Select Open dossier to see the full history. Select Refresh to update; Queues takes you back to the queue cards.
Expected result
| Where the process is | What you see |
|---|---|
| Waiting for a reviewer | Runs: ✋ in the review column; dossier status Awaiting approval; the document is in a queue |
| Returned to the requester | Listed on Awaiting requester correction; on Runs the review column shows ✗ and Run detail shows Error: returned_to_requester |
| Review rejected, no requester | Runs: ✗; Run detail shows Error: manual_review_rejected and the review step as Failed |
| All documents approved | The process continues to its next phase |
How to confirm it worked
- The Run ID in Run detail identifies the process; quote it when asking for help.
- The dossier Timeline is the record of what happened in review: who opened, decided and commented, and when.
If something goes wrong
| What you see | What it means | What to do |
|---|---|---|
| Try again is not offered on a run whose review was rejected or returned | A rejection is a reviewer's decision, not a failure, so the review phase cannot be run again. If the request reaches the service anyway, it is refused with This manual review was rejected by a reviewer. A rejection is a decision, not a failure, and is not undone by running the review again. and the run does not change | For a process from the Portal, the requester corrects and resubmits. For a process started inside Workflow, start a new process with the corrected documents. A review phase that failed for a technical reason still offers Try again. |
| A workflow card shows a code instead of a name | The name of that workflow is not available | Use the Run ID to identify the run. |
| Starting… takes a long time | Documents are being prepared; about 40 seconds was observed for one page | Wait for the Runs page to open before trying again. |
| Processes or Administration is not in your menu | Your profile does not include them | See Profiles. |
Last reviewed 2026-10-09 · Version 1.0.1 · Owner: product-documentation