Appearance

Troubleshooting ​

The most common stuck states and how to resolve them. If you don't find your situation here, ask your admin or contact Recognito support.

This page is organized by symptom. Find what matches what you're seeing and read the matching section.

The Validate button is greyed out ​

You've reviewed every field but Validate won't click.

Most likely cause: at least one mandatory field still shows —Not set—. The button stays disabled until every mandatory field has a real value.

Fix: scroll through the right pane looking for —Not set—. The fields will typically be in Metadata — department, GL code, cost center, things that need manual selection. Pick a value for each.

If you can't find any —Not set— fields, the issue might be a field that looks set but failed validation (TBD — confirm exact UX). Ask your admin to check the project's field config.

A field won't let me edit it ​

You click a field and nothing happens — no input cursor, no dropdown.

Likely causes:

  • The document is locked. Once a document reaches a status the project's lock settings cover (typically Validated, Approved, or Exported), the relevant field categories become read-only. The lock is by category — Main Fields might be locked while Metadata Fields stay editable.
  • You have View Only permission. Some users can see documents but not edit them.

Fix: if you need to edit a locked field, ask an admin to grant Override permission, or to unlock the relevant category in Settings → General → Document lock settings. If your permission is View Only, ask the admin to upgrade it.

A document is stuck in Processing ​

A document has been in Processing status for a while without flipping to Done.

Likely causes:

  • Long document. A very long PDF can take minutes to OCR.
  • Engine queue is backed up. Heavy upload volumes can produce minutes-long extraction times.
  • Genuine engine error. Rare but possible.

Fix: wait a few more minutes. If the status hasn't changed after 10–15 minutes, refresh the Documents view. If still stuck, contact Recognito support — they can check the engine queue from their side.

A document is stuck in Needs action ​

Document Status shows Needs action and you don't know what to do.

This is normal for long documents. Your project has an auto-scan page threshold (default 5 pages). Documents exceeding it land in Needs action until you pick which pages to scan.

Fix: open the document. Click Process. A page-picker grid appears showing thumbnails of every page. Tick the pages you want to extract from and confirm. Extraction starts on the selected pages; status flips to Processing.

Pick fewer pages when you can

Each page costs against your project's page quota. If a 50-page PDF only has the invoice on pages 1 and 2, pick just those two. The other 48 pages stay un-scanned and un-billed.

Mapping fields didn't populate ​

A document is Done but the Metadata fields you expected to be filled in are still —Not set—.

Most likely cause: the entity used by your Mapping definitions doesn't have a row matching the document's extracted values. The lookup ran, found no match, and silently wrote nothing.

Example: the document's vendorTaxId is LT123456789, but the Vendors entity has no row with taxId = LT123456789. The vendor lookup fired but had nothing to match.

Fix:

  1. Check the entity for a row matching what's on the document. Settings → Mapping → Entities → [entity name].
  2. If the row is missing, add it (or ask your admin to add it).
  3. Come back to the document, click Reset data on the field that should have populated. The Initial Workflow re-runs and finds the new row.

A workflow didn't fire when I expected it to ​

You changed a field and expected several other fields to update automatically — they didn't.

Most likely causes:

  • No workflow watches that field. Workflows fire on configured triggers. If no workflow has the field you changed as a trigger, nothing happens.
  • The workflow fired but didn't write anything. The lookup ran but found no matching entity row. See the previous section.
  • You expected a workflow chain across two separate workflows. Workflows don't trigger other workflows — only their own trigger fires them. If Workflow A writes to a field that Workflow B watches, Workflow B doesn't fire from A's write.

Fix: check Settings → Mapping → Workflows for a workflow with the field you changed as a trigger. If there isn't one, that's why nothing happened. Ask your admin to add one. If there is one but it didn't write the expected values, the entity is probably missing the matching row.

My queue is empty but I'm sure there's work ​

You filter to My tasks and see nothing, but you know documents need attention.

Likely causes:

  • The documents aren't assigned to you yet. My tasks only shows documents where you're the assignee or you're an approver and it's your turn. Documents assigned to colleagues don't appear.
  • The status filter is hiding them. If you've ticked specific status checkboxes, documents in other statuses are hidden. Switch to All in the status strip.
  • A custom filter is still active. The toolbar's filter badge shows the active rule count. Click Custom filters, then Clear all to remove them.

Fix: clear all filters, switch to All tasks, and the table shows everything in the project. Drill back in from there.

I rejected a document by accident ​

You clicked Reject but the document is real and should move forward.

The reverse action requires Override permission. Default users can reject but can't un-reject — the safety rail prevents accidental approvals after a hasty rejection.

Fix: ask an admin (or anyone with Override permission) to edit the rejected document and re-approve it. Don't re-upload — re-uploading creates a fresh document with no history of the original.

I can't find a document I uploaded ​

A document went somewhere unexpected, or didn't show up at all.

Most likely causes:

  • File-hash duplicate rejection. If your project has Reject duplicate files turned on, an upload with a hash matching an existing document is rejected entirely — no document is created. The file disappears silently.
  • Wrong project. You uploaded to a different project's mailbox or modal.
  • Filtered out. A filter is hiding it from your view.

Fix: clear all filters in the Documents view and search by filename. If still nothing, check whether duplicate rejection is on — if so, the file might have been rejected as a hash duplicate. Re-uploading the exact same file won't help; if you genuinely need a re-extraction, the existing document is somewhere in the project.

The line-item table looks wrong ​

Misread quantities, missing rows, extra rows.

Fix: the table is editable. Click any cell to fix a value, or use the bulk-edit tools (Split, Aggregate, Duplicate, Find and replace) for systematic misreads. See Correcting values & line items.

If the engine is systematically misreading the same column across many documents, ask your admin — they can flag it to Recognito's team for model improvements.

When to ask for help ​

Some issues fall outside what you can fix yourself:

  • Engine errors — contact Recognito support.
  • Permission upgrades — ask your admin.
  • Project configuration changes (lock settings, field schema, Mapping rules) — admin work.
  • Outbound integration failures — admin or developer work.

Recognito support is your final escalation for anything that looks like a product bug.

What's next ​