Client workspace

File Management

Available

Find source files and their processing or attachment context without editing business records.

What this menu does

Provide a read-only inventory for client source files.

Where to find it

Client workspace navigation: Source Documents → File Management.

When to use it

Find a file from an upload batch.
Check scan, extraction, or availability status.
Trace an archive child or linked attachment before invoice work.

Before you begin

Open the correct client workspace.
Confirm the company name shown in the workspace header.

Page regions

01Batch, keyword, and status filters
02File list
03Source batch and archive parent
04Linked attachment
05Business-safe failure reason

Supported operations

Find and inspect a file

Purpose: Confirm the source document and its state.

1
Enter an upload batch number, file keyword, or status filter.
2
Review file name, status, source batch, archive parent, and linked attachment.
3
Read the business-safe failure reason when unavailable.
4
Use Refresh for in-progress files or Reset filters to return to the full list.

Result

The source file is identified without changing it.

Business rules and fields

File Management is read-only and is the last child under Source Documents.
A file can exist while its downstream invoice still needs review.
Use Invoices for recognition, review, and invoice-specific re-upload actions.

States you may see

UploadedVerifyingScanningExtracting or parsingAcceptedRejected or unavailableArchived

What happens next

Staff can trace a source file to its batch and attachment context.

Common problems

What you seeWhy it happensWhat to do

The page is view-only or an action is missing.

The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes.

Verify the client lifecycle status and your access with a firm administrator. Do not work around the restriction in another client.

A save, generation, or load action fails.

Business validation, missing source data, an expired session, or a temporary service problem can block the action.

Read the business reason shown on the page, fix the source data, and retry once. Preserve the request identifier when asking support for help.

Visibility and access

The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.