What are the options when a document is selected?
When one or more documents are selected in the Overview Queue, the following action bar appears with grouped operations available for bulk processing:
| Option Name | Image | Description |
|---|---|---|
| Clear Selection | ![]() | Clears the current document selection. |
| Re-Extract Only | ![]() | Sends selected document(s) back to extraction, erasing existing values and re-populating from the original OCR. |
| Re-OCR then Re-Extract | ![]() | Re-runs OCR on the document and then re-extracts data. Useful if OCR configurations or quality has changed. |
| Complete Reprocess | ![]() | Reprocesses the entire document pipeline (thumbnail, split, OCR, extract) as if the file was newly uploaded. |
| Send to Indexing | ![]() | Moves the document(s) to the Indexing queue for tagging and classification. |
| Send to My Files | ![]() | Sends the document(s) to the "My Files" queue for personal processing or review. |
| Send to QA | ![]() | Routes document(s) to the QA queue for quality assurance checks. |
| Send to Rejected | ![]() | Sends document(s) to the Rejected queue for discarding or review of failed processing. |
| Send to Learning | ![]() | Moves the document(s) to the Learning queue for training extraction models. |
| Details | ![]() | Displays all captured data, metadata, and thumbnail from the selected document(s). |
| Reassign | ![]() | Moves document(s) from the current workflow to another available workflow. |
| Track | ![]() | Opens the File Tracking queue to show document lifecycle events (upload, OCR, extraction, etc.). |
| Delete | ![]() | Deletes the document(s) from the Overview Queue. Recoverable from Recycle Bin. |













