Dossier template
Dossier template
The dossier template lists the dossiers that apply the same rule set for document analysis.
In a dossier template, you can:
View and manage dossiers (please see: Edit dossier)
User interface of the dossier template
The dossier template shows the dossiers that apply the same dossier template and offers various dossier management options:
Dossier template
Selector: active and archived dossiers
Filters
Quick filters
Dossier list
Dossier features
Dashboard
Create new dossier
Dossier list
When you open a dossier template, you will see a list of the dossiers that use the template. You can open a dossier by clicking on the respective list entry.
Information on dossiers
Dossier: dossier metadata
name of the dossier and the applied dossier template, number of documents, pages, and dossier members, creation date, and due date (if a due date is set).
If a due date has been set, it will be highlighted in yellow 14 days before it expires and in red after it has expired.
Last modified: date of the last changes to files in the respective dossier
Good to know:
Last modified also takes into account the changes triggered by automatic reanalyses.
Dossier owner: the dossier owner's initials
The dossier owner can manage the dossier, change the dossier state, and edit the dossier properties. The dossier owner can also assign a new dossier owner and add members to the dossier.
Document state: information on the status of the documents in the respective dossier
If all documents have the same state, the status bar is monochrome. If the status bar is multi-colored, the different colors provide information on the proportion of documents in the respective state.
New (gray):
At least one document in the dossier is still new and unprocessed: No member has been assigned yet.
In Progress (yellow):
A member has been assigned to at least one of the documents.
Done (light blue):
At least one document has been moved to Done to confirm that the components are final and can be exported.
Dossier state: dossier status according to your internal dossier lifecycle
The dossier owner can change the dossier state of a dossier. The column is displayed if the admin has defined a dossier lifecycle for the respective dossier template.
You can switch between active and archived dossiers in the upper left to display the active/archived dossiers that apply the respective dossier template.
Active and archived dossiers
For information on archiving dossiers, please see Edit dossiers: archive dossier.
Go to the drop-down menu in the upper left to jump between dossier templates.
Click on Home in the drop-down menu or the DocuMine logo in the top center of the page to return to home.
Dossier templates drop-down and link to home
Dossier template dashboard
The dashboard on the right provides statistics on the dossiers and the uploaded documents.
On the left of the dashboard, you see the number of dossiers, the number of uploaded pages, and the total number of users.
On the right, you can see the number of uploaded documents and, below, information on the status (number of documents in the respective status).
The dossier and document states in the dashboard are clickable and can be used as filters: Click on one or more of the states in the dashboard to filter the documents accordingly. Click on the Reset button above the dossier list to reset the filters.
Dossier states filters in dossier template dashboard