Dossier
Dossier
Documents are grouped into dossiers in DocuMine. A dossier usually contains several related documents.
User interface of the dossier
Dossiers are organized as follows:
Dossier
Dossier features
Document list
Document features
Filters
Quick filters
Bulk selection features
Dashboard
Document list
The document list is displayed on the left of the dossier. It lists all the documents that have been uploaded to the dossier.
The documents are displayed as a list by default (list view). You can also view the documents sorted by document status (For further information, please see Workflow view.)
When you hover over a list entry, the document features will be displayed on the right. For further information, please see Document features.
You can open a document from the list by clicking on the respective list entry. The document you last visited is highlighted with a blue bar.
Information on documents
The columns of the document list show the following information (from left to right):
Dossier list entry
Name: document title and the following metadata: number of pages; number of pages excluded from analysis, date of the OCR conversion—OCR is performed automatically on upload.
Added: date and time of the document upload.
Last modified: date and time of the last modifications.
Good to know:
Last modified also takes into account the automatic reanalyses.
File attributes: (can comprise more than one column) file attributes the admin decided to display in the file list.
File attribute (only one file attribute column in this case)
Hover over the file attribute column, click Edit
, enter or edit the file attribute value, and confirm by pressing Enter or clicking the checkmark.Depending on the dossier template configuration, certain file attribute values might trigger the application of certain rules. DocuMine might therefore start a reanalysis if you enter or edit a file attribute value. Files are usually set to read-only during reanalysis, but you can still edit further file attributes during the reanalysis.
Access the Document info in the editor to enter the values of the file attributes that are not displayed in the file list.
Good to know
CSV file upload:
You can also upload a CSV file containing all the file attribute values for a dossier if your admin has activated the Support CSV mapping option in the file attribute section. The file attribute values are automatically mapped with the respective dossier documents.
Assigned to: initials of the dossier member that was assigned to the document.
Status: status of the document. Documents can have the following statuses.
New:
The document is new, and no dossier member has been assigned yet.
In progress:
A dossier member has been assigned and is reviewing the extracted component values.
Done:
The assigned dossier member has moved the document to Done to indicate that the review is complete and the results are downloadable.
Documents that are Done can only be viewed in read-only mode. They are excluded from reanalyses that may be triggered by changes to the set of rules or by setting certain file attribute values.
Files whose analysis has failed end up in the following error status_
Re-processing required:
Files in error state can be identified by the document name being red and not clickable, with the status column indicating the "Re-processing required" status. Dossier owners and the assignee will see the reanalyze button
when they hover over it, and can trigger the reanalysis manually.
You can choose whether to display the documents in the list view (the default) or the workflow view.
The workflow view sorts the documents according to their status: New, In Progress, Done.
You can find the workflow button in the View as section next to the document features.
Workflow view
The dashboard is located to the right of the document list.
It shows the dossier owner and the dossier members, and a pie chart reflecting the number of documents in each document status.
Click Change dossier owner to change the dossier owner.
Click Add 
to add further members to the dossier. For further information on how to add dossier members, please see Edit dossier: dossier members.
By clicking the drop-down menu in the pie cart, you can switch between the document- and page-based view of the dossier statistics.
Switch between document- and page-based view
To the right of the pie chart, you can see the number of documents or pages per status.
Click on one or more categories to filter the document list according to the respective category. Click again or click Reset to clear the filters.
Document state filter
Below the pie chart, you see the document status processing bar(s). You can also filter the documents by these categories.
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Filter by document processing status
The lower half of the dashboard shows the dossier details.
Lower half of the dashboard
Clicking on Custom attributes expands the dossier attributes list.
If you click on one of the dossier attributes, you will jump to the Dossier attributes tab in the "Edit dossier" dialog. Only the dossier owner can edit the file attribute values. For further information, please see Edit dossier: dossier attributes.