Introduction

A document is a file uploaded to a workflow for processing. Each document goes through a lifecycle as it moves through the workflow.

Supported formats

You can upload documents to a workflow in several ways:

Method	Description
Upload	Drag and drop documents or click to browse from the workflow detail page
Email	Forward or send documents to the workflow’s email address
HTTP API	POST documents to the `/workflows/{workflowId}/trigger` endpoint
Inbox	Email or upload documents to an inbox that belongs to no workflow, then assign each one to a workflow by hand or through the inbox’s routing rules

Documents move through the following statuses as they are processed:

Status	Description
Pending	Document upload initiated but not yet received
Uploaded	Document received and queued for processing
Unassigned	Document received in an inbox and waiting until you assign it to a workflow
Held	Document received and held until you run it
Processing	Workflow is actively processing the document
Completed	All workflow steps finished successfully
Failed	Processing encountered an error
Review	Document is waiting for human review before continuing
Cancelled	Run was cancelled before completing

Each document record includes:

You manage documents from the workflow detail page. You can upload, preview, re-run, and delete documents.