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Batch Statuses
As you work, batches move through these statuses: Status What It Means Pending Documents uploaded, waiting to be processed Processing AI is currently classifying and extracting data Extracted Data extraction complete, ready for review Reviewed You've ...
Generating a Certificate
After all folders in a batch are exported: 1. Go to the batch 2. Click Issue Certificate 3. Review the eligibility status: a. All non-failed folders must be exported 4. Sign electronically 5. Generate and download the certificate
General Questions
Q: How long does processing take? Processing time depends on the number of documents and pages. Most batches complete within minutes. Large batches may take longer. Q: Can I work on multiple batches at once? Yes, you can have multiple batches in ...
Volume Metrics
Track how much work has been done: ● Batches Processed - Number of batches completed ● Folders Processed - Number of loans reviewed ● Documents Processed - Total documents classified and extracted ● Pages Processed - Total pages handled ● Fields ...
Using Search
Find specific batches quickly: 1. Click the Search box 2. Enter batch name, loan ID, or other identifier 3. Results filter in real-time 4. Click to open the matching batch