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The workflow detail page shows all documents that have been uploaded for processing.

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Uploading documents

You can upload documents in two ways:
  • Drag and drop: drag documents directly onto the upload area
  • Click to browse: click the upload area to open a file picker
Ingestly supports PDF, JPEG, PNG, TIFF, GIF, WebP, and CSV, plus Word, Excel, PowerPoint, OpenDocument, and Rich Text documents. The legacy binary formats .doc, .xls, and .ppt are not accepted. See supported formats for the exact extensions. Once uploaded, a run starts automatically if the workflow is active and its upload trigger has Run automatically turned on. With the setting off, the document is held instead: it waits under Inbox > Workflows, beneath this workflow, and you can also run it from this page.

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Document status

A document’s status is the status of its latest run: once a workflow has run on the document, the badge shows that run’s state and links to it. Before the first run, the badge shows where the upload stands.

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Bulk actions

Select one or more rows in the documents list to reveal the action bar. Alongside Export and Delete, it offers Run, which starts a run for each selected document that is Held. A confirmation appears first, because a run may consume credits.

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Document detail

Click a document to view its details:
  • Document name, format, and size
  • Upload timestamp
  • Status, linking to the latest run
  • Document preview. PDFs and images preview as page images; documents read as text (office and CSV) preview as their converted text, with Download original to open the source file
The document’s runs list shows every run for this document, each with a status badge and duration. Select any entry to open its run detail. In-flight runs (Running, Queued, Awaiting Sub-runs, or Review) show an inline Cancel button so you can stop them without leaving the page.

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Document actions

The document detail header groups all actions for the document:
  • Trigger Run: start a new workflow run for the document. This action is disabled with a tooltip while a run is already in progress, and it shows a “This may consume credits” confirmation before the run starts.
  • View Latest Run: jump to the most recent run for the document. This action is disabled when there are no runs yet.
  • Download: download the original uploaded document.
  • Delete: permanently remove the document and its associated data.