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View your document status

The View document status lets you quickly check if your documents have been successfully processed, are still loading, have failed, or are excluded. This visibility ensures reliable responses from your AI queries.

Updated over a month ago

Accessing the Document Status List

Option 1

  1. Select the Matter you want to review.

  2. Click on the three dots next to the Matter Name in the Matter list
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  3. Select View document status from the dropdown list

Option 2

  1. After Selecting a Matter in the Matter List, click the three dots next to the Matter Name located on the top right-hand corner of your screen.
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  2. Select View document status from the dropdown list.

Reviewing and Editing your Document Status

  1. The View document status list shows which documents CORTO AI can access, helping ensure responses are accurate and up to date.

  2. Use the list to:

    1. Exclude outdated or irrelevant documents

    2. Retry ingestion of documents that failed to load so AI always has the right information.

💡 Tip: If a document fails to load, you can immediately reload it from this view.

Example Use Cases

  • Quickly confirming all needed documents are loaded before performing critical AI queries.

  • Troubleshooting incomplete AI responses by identifying documents that failed to load.

  • Maintaining confidence in AI-generated insights by seeing document statuses in real-time.

Troubleshooting & FAQs

Q: A document is marked as "Failed." What should I do?

A: Click reload next to the failed document to try processing it again. If it repeatedly fails, contact support.

Q: What does "Exclude" mean?

A: Excluding a document removes it from the set of files AI can reference when generating responses. This is useful if a document is outdated, incorrect, or irrelevant to your use case.

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