The document inbox
Inbox is where every document lands, whichever way it arrived, and where you watch it being read. Most people have this page open all day.
- A walkthrough video, then why one list beats guessing
- Reading the counts, filtering and searching
- What each status filter and status means
- Troubleshooting notes, then FAQ
01 · Video
Feature walkthrough
02 · Why
Why do we have this?
Documents arrive from three directions at unpredictable times. One list with a status against each one means you know where things stand instead of guessing. The counts at the top answer the only question most people have — is anything stuck?
03 · How
- Open
Inboxfrom the Documents group in the sidebar. - Read the counts at the top. You get a Total, and a number for each state that has something in it.
- Filter or search to narrow the list down.
- Click a row to open it, or use its menu for
View Details,DownloadorDelete.
04 · Expected result
A list of every document in the workspace, with its name, size, when it arrived and its status. Documents that have been read show their type next to the status. Finished spreadsheet imports show how many records they made and where those went.
05 · Troubleshooting / notes
What the filters mean
| Filter | Shows |
|---|---|
| All | Everything, newest first |
| Processing | Still being read — nothing to do yet |
| Review Mapping | Spreadsheet imports waiting for you to check their column mapping |
| Action Required | Read, but something needs a decision from you |
| Ready | Finished |
| Failed | Couldn't be read |
| Cancelled | Stopped before it finished |
| What you see | Why | What to do |
|---|---|---|
| A document isn't in the list | It went to another workspace, or was deleted | Check which workspace you're in, top right |
| The count doesn't match the rows | The list is filtered | Click All |
| A status hasn't changed in a while | Long document, or a busy queue | Give it a few minutes, then reprocess |
A spreadsheet sits on Review Mapping | It's waiting for you | Click the row and finish the mapping |
06 · FAQ
What's the difference between Failed and Action Required?
Failed means Merchaint could not read the document at all. Action Required means it was read, but something needs you to decide.
Can I act on several documents at once?
No. Each row is handled on its own, through its menu — there is no multi-select or bulk action.
Common questions
It refreshes as documents move along. If a status looks stale, reload the page.