DocFlow

What is Docflow?

Docflow is a powerful feature in SEMINE designed to streamline the reception and tracking of incoming invoices. Whether received via upload, email, API, or UBL (PEPPOL), Docflow ensures a seamless and efficient process.

Key Features

Multiple Input Channels:

• Upload: Easily submit invoices through the SEMINE portal.
• Email: Submit PDF invoices via email.
• API: Receive invoices through the API and generate a preview PDF.
• UBL (PEPPOL): Receive invoices in the UBL format.

Validation Criteria:

• PDF invoices undergo a comprehensive validity check before processing.

Packages Tab:

• A package is created based on submitted emails, uploads, or API calls.
• It can include one or more documents along with optional attachments.

Documents Tab:

• View the content of a package in the Documents tab.
• Each document represents one invoice and may include additional attachments.

Views in the Docflow

All Incoming

The "All Incoming" tab serves as a comprehensive repository for all incoming invoices, including both current and archived ones. Users can easily access and manage a consolidated view of their incoming invoices within this tab.

Filters

Docflow provides a set of filters to streamline the management of invoices within the "All Incoming" tab. These filters allow you to categorize invoices based on their status. The available filters include:

• New: Documents recently entered Docflow but not yet confirmed. File format validation is done in this step.
• Received: Documents successfully received but not yet forwarded to OCR or enrichment.
• Forwarded: Documents forwarded to the next service (OCR for PDF, enrichment for API and PEPPOL invoices).
• Processing: Documents currently undergoing OCR or other processing steps.
• Stopped: Documents that briefly pause during processing. Normally lasts only milliseconds.
• Suspended: Documents put on hold, for example if the client is not identified or if classified as "not invoice".
• Failed: Documents with errors (e.g., password protected files).
• Done: Documents completed and sent to the SEMINE application.

See Also: Rules for Rejections and Forwards

Tip: Use Shift+ to select and apply multiple filters at once for a customized view.

Preview the document image

Click on the highlighted icon to preview the document image.

Package information

Click on the highlighted icon to view package information related to the document.

Accessing the document

Click on the arrow to open the invoice in full screen.

Handling failed packages or documents

Failed packages details in Docflow:

When a document encounters an issue during processing, it falls into the "Failed" category. If Docflow rejects the document, it will send…