Track where each document is in the processing pipeline and download results when ready.
Status reference
| Status | Meaning |
|---|---|
| pending | Queued for processing. |
| running | Currently being processed (conversion, extraction, or export step). |
| pending_review | Extraction complete. Waiting for a reviewer. |
| review | A reviewer currently has the file open. |
| awaiting_approval | Review in progress but not yet approved. |
| approved | Reviewer approved the extracted data. |
| processed | Extraction complete. Ready for export or download (no review required). |
| exported | Data has been downloaded or delivered to the configured destination. |
| rejected | Review rejected or review session ended without approval. |
| failed | Processing encountered an error. |
Status flow
| Stage | Typical path |
|---|---|
| Intake | pending → running |
| No review | running → processed → exported |
| With review | running → pending_review → review → approved → exported |
| Low confidence | running → pending_review (conditional review) |
| Error | any stage → failed |
| Rejected review | review → rejected |
Export may run at different points depending on the workflow Export trigger setting.
When you can download
For Web export, download is available when status is:
- processed
- approved
- exported
The download format matches the workflow export settings (JSON, CSV, or Excel based on your plan).
Export actions
| Action | Where | When available |
|---|---|---|
| Download | File detail view or Files list | processed, approved, or exported |
| API download | Programmatic via token | processed, approved, or exported |
| Push export | API webhook, Google Drive, FTP | Runs automatically on export trigger |
Export formats by plan
| Format | Starter | Growth | Scale |
|---|---|---|---|
| JSON | Yes | Yes | Yes |
| CSV | Yes | Yes | Yes |
| Excel | No | Yes | Yes |
PDF and XML export are on the roadmap and not yet available. If Excel download is unavailable, check Subscription for your current plan.
Failed files
When a file reaches failed status:
- Open the file detail view for any error context.
- Verify the document format is supported by the workflow.
- Confirm the workflow is Active and correctly configured.
- Re-upload or reprocess if needed.
See Common Issues for troubleshooting steps.
Sorting and filtering
On the Files page you can sort by status, confidence, page count, or last updated time. Use the workflow selector to focus on one document type at a time.
Push destinations
When export destination is not Web, the system delivers data automatically:
| Destination | Delivery |
|---|---|
| API (webhook) | POST to your configured URL |
| Google Drive | Written to connected folder |
| FTP | Uploaded to remote folder |
QuickBooks, OneDrive, Dropbox, and Box export are coming soon. Zapier and n8n can receive results on every plan - see Zapier and n8n.