# Document Flow

## **Overview:**

This page provides a graphical overview of the various steps a document has gone through up to this point.

## **How to Access:**

### **Option 1:**

1. Navigate to the actions column on the dashboard and click the three dots next to the document for which you want to view the document flow.

   <figure><img src="/files/dfeEGapHmPQVFNat2ZIV" alt=""><figcaption></figcaption></figure>
2. Select **Document Flow**.

   <figure><img src="/files/V05iWuOK4ya32CDJ7P9V" alt="" width="248"><figcaption></figcaption></figure>

### **Option 2:**

1. Open the document you want to view the document flow for.
2. Click the three dots on the right side of the Field Validation.

   <figure><img src="/files/NgjfyoBmXUyak3Gj45IO" alt=""><figcaption></figcaption></figure>
3. Select **Document Flow**.

   <figure><img src="/files/DZQHyfa9coEHw0E8PFp5" alt="" width="288"><figcaption></figcaption></figure>

## **Description:**

On the left side of the screen, you will see the individual steps of the document flow, listed from left to right.

<figure><img src="/files/14TPXsJbQCAv73kIJvRg" alt=""><figcaption></figcaption></figure>

* Steps that initiate the document flow process (such as import or restart) will appear in green.
* To navigate through the steps, simply drag and drop them on the screen.
* When you click on a step, the name of the module and information about whether the step was successful or not will appear on the right side of the screen.

  <figure><img src="/files/nGdkEtLvdN1PPiGzmkIi" alt=""><figcaption></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.docbits.com/end-user-and-partner-section/end-user-section/dashboard/document-flow.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.