Understanding Zudello's default document statuses.
Zudello uses document statuses to categorise the document as it moves through the document lifecycle. By understanding your Team's statuses you'll be able to track documents and understand where they are in the document process.
By default, Zudello has 11 statuses to represent where the document is in its lifecycle. In some cases, your Team may have more with the addition of custom statuses.
The default document statuses
|
Status |
Description |
|
Scanning |
Document is being extracted |
|
Analysing |
Document is where the doc has been flagged for review |
|
User Review |
Document requires AP Review or action before continuing to process |
|
Ready |
All document validation has been passed and it is ready for review |
|
Reject Review |
Document has been rejected by the approver and needs actioning |
|
Approval |
Document is with approvers for approval |
|
Processing |
Document is transitioning between two statuses or sending the document to the ERP |
|
Completed |
Document has successfully processed into your ERP |
|
Unable to process |
Document was unsuccessfully transferred into your ERP |
|
Deleted |
Document has been deleted. Zudello will not retain any details extracted from the document |
|
Archived |
Document has been archived. Zudello will retain the details extracted from the document. |
|
Unsupported |
Document is not supported by Zudello and has not been extracted |