Document statuses

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A status is assigned to each field, document, compound document, and batch processed in the system. The status of a document is influenced by the statuses of fields on that document, and in turn, a document's status influences the status of the batch or compound document it belongs to. The status refers to the next action to take place on an object, and it is how the system keeps track of the documents.

Click the image to see a larger version, with statuses that documents can have at each point.

Listed below are the default statuses in order of the normal flow of the documents through the system. In ReadSoft documentation, the names of statuses are capitalized and italicized.

Status	Activity	Description
Input	Input	Scanned papers and imported image files enter the system.
Enhance	Enhance	Image quality is automatically improved.
Document separation	Sort	Pages are automatically separated into documents.
Manual document separation	Inspect	Pages need to be manually separated into documents.
Confirm document separation	Inspect	Automatic document separation needs to be confirmed.
Re-separate document with uncertain separation	Inspect	An invoice with the status Uncertain separation from Invoice Verify is returned to Inspect and needs to be separated correctly.
Classify	Sort	Documents are automatically classified.
Manual classify	Inspect	Documents need to be manually classified.
Manual classification of rerouted document	Inspect	Documents incorrectly classified as invoices are returned from the Invoice modules to Inspect and need to be manually classified.
Confirm classify	Inspect	Automatic document classification needs to be confirmed.
Confirm appendix, Confirm appendices	Inspect	Documents classified as appendices need to be confirmed.
Document grouping	Sort	Documents are automatically grouped into compound documents.
Manual document grouping	Inspect	Documents need to be manually grouped into compound documents.
Confirm document grouping	Inspect	Grouping of compound documents or documents removed from a compound, needs to be confirmed. Compound documents receive this status when Confirm document grouping is selected in the Group settings of the Production task dialog. Documents removed from a compound automatically receive this status when they are not included in the batch specification (as individual documents). In this case, a warning is displayed.
Confirm sorting	Inspect	Automatic sorting must be confirmed before continuing with Extract. (See Requiring confirmation of automatic sorting for more information.) Note: "Confirm sorting" has several meanings, depending on the context: FYI, added this explanation at the request of a tester who found it very confusing. Confirm sorting is the command that operators use to approve sorting (see instructions). "Confirm sorting" is the Inspect subactivity in which operators approve sorting. Confirm sorting is the production task setting (in the Confirm settings of the Production task dialog) that triggers this necessity. Confirm sorting is also a document status (described here).
Extract	Extract	Field data is automatically extracted.
Extract error	Verify	When a field cannot be extracted, or there are uncertainties with field extraction, the resulting errors are checked.
Manual field verification	Verify	Fields need to be manually verified.
Manual field verification of rejected fields	Verify	The document status corresponding to an invoice-specific status. Fields rejected by the target system or an operator need to be manually verified. (In order to set a document to this status, or to enable operators to reject documents in Verify, a specially created add-on is required. Rejecting invoices in Invoice Verify, however, is a built-in feature.)
Confirm field	Verify	Automatic extraction of field data needs to be confirmed.
Enter data manually	Verify	A field on the document is specified not to be automatically extracted. The field is created, but the value must be entered manually during the Verify activity. This document status also corresponds to several invoice-specific statuses: Invoices with this status have been edited manually in the Invoice Verify module. Incorrect values have been corrected. An invoice can be adjusted several times. All fields have the status Complete.
Document validation	Verify	Documents are automatically validated.
Manual document validation	Verify	Documents need to be manually validated.
Compound validation	Verify	Compound documents are automatically validated.
Manual compound validation	Verify	Compound documents need to be manually validated.
Batch validation	Verify	Batches are automatically validated.
Manual batch validation	Verify	Batches need to be manually validated.
Output	Output	Documents are ready for output.
Outputted	–	Document processing (all activities) is finished.

Note: There are statuses specific to invoices – see Invoice statuses.

Statuses: Overview

Invoice statuses