Data Inbox Initial View
1min
Upon logging in, your initial view of Data Inbox will be the following page:
- New: Consider this "Home" for your Data Inbox. All newly uploaded documents will appear here
- Reviewed: All documents that have been marked “Reviewed” by users will appear here
- Other (Removed): Documents that have been deleted from Inbox or Reviewed
- Other (Error): Any documents that may have failed processing will appear here
- This section is comprised of the Patterns that a user has enabled for their organization
- The parent-item (bolded) in the list represents the Primary Schema (i.e Example Pattern Name One). There can only be one
- The child-item nested under the Schema represents a Sub-Schema (i.e. Example Pattern Name One - Subschema). There can be more than one
- Only Primary Schemas display a numerical count adjacent to the pattern-name
- Clicking any Primary Schema or Sub-Schema will adjust the table view to display the in-focus records, covered in a later section
- Documents may take a few seconds to complete processing. This indicator lets you know if any documents are currently processing
- The green dot in this section indicates that no documents are currently processing, and that Data Inbox is ready for documents to be uploaded
- The right-aligned number indicates how many documents are processing, if any
- Clicking the "three-dot" menu will reveal the menu as seen below:
Updated 20 Dec 2023
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