Invoices & documents
Review workspace files
Find uploaded files, their processing status, and the business record that uses them.
When to use it
- Locate a source document
- Check scan or processing status
- Trace a file before invoice review
Before you begin
- Open the client workspace
- Have file-read permission
How to use it
- 01
Open Files
Choose Files in the workspace navigation.
- 02
Filter the list
Use available filters and identifiers to locate the required file.
- 03
Review status and details
Open the file record to confirm its status and related business context before using it.
System screenshot
What happens next
You have identified the correct source file and its current processing state.
Good to know
- Do not download or reuse a file outside its company context.
- A file can be present while its downstream invoice still needs review.