🟢 Step-by-Step Instructions
🟢 Step-by-Step Instructions
1. Accessing the Documents Tab
Click "Documents" on the top navigation bar.
2. Document Analysis
Each row = One uploaded document
Track the parsing status of all uploaded documents
Compare the Expected vs. Net Parsed Total to ensure accuracy before moving forward
Hover over each row to see a few additional buttons:
View Original Statement: opens a pop-up showing the original statement
View Statement Data: view the statement data in the Data Tab
Download: downloads current statement
Delete: remove statement from the system
3. Filtering the Document Table
Using the left-hand panel, filter documents by:
Search (keywords)
Carrier
Statement Date
Upload Date
Statuses (Uploaded, Parsing, Parsing Complete, Parsing Error)
🔵Fields
🔵Fields
In addition to the fields from the Upload Tab, the Documents tab adds its own set of fields:
Column | Description |
Carrier | The insurance company the statement was uploaded from. |
Status | Explained in Statuses. |
Expected Total | The total that's directly read from the statement. |
Net Parsed Total | The calculated total from the data on the statement. |
Uploaded By | The person who uploaded the statement. |
Uploaded | The date the statement was uploaded. |
🔵 Statuses
🔵 Statuses
Statements are color-coded by parsing state:
Status | Description |
🔵 Uploaded | The statement has been successfully uploaded and is awaiting parsing. |
🔵 Parsing | The statement is currently being processed by the system. |
🟢 Parsing Completed | The statement was processed successfully. |
🔴 Parsing Error | The system could not extract key information from the statement. |
🔴 Common Issues and Solutions
🔴 Common Issues and Solutions
Issue | Description |
No Documents Appear | Reset filters and try again. |
Parsing Failed | Reprocess the file or contact support for assistance. |
Totals Mismatch | Open the document row and inspect parsing logs for discrepancies. |
Upload Not Showing | Click the Refresh button above the table to reload the data. |