# Resolve documents needing attention

Work through Pending Review and choose whether to organise, follow up, or discard a file.

Source: https://ziffa.io/user-guide/resolve-documents-needing-attention

Ziffa puts files that need a decision into **Pending Review**. This is different from [checking a successfully processed document](https://ziffa.io/user-guide/review-processed-documents).

## 1. Open Pending Review and read the reason

Open the dashboard's **Pending Review** workspace and select the document. Open **Review** to read why it needs attention. Check the original, Entity, Service, and selected type before choosing an action.

![Pending Review workspace showing the fictional invoice and the reason to check its supplier reference.](https://ziffa.io/user-guide/images/document-pending.webp)

*The Review tab explains the problem. In this example a person must check the supplier reference before filing.*

## 2. Correct the type and values

1. Confirm that the selected Service and document type describe the file.
2. Choose the correct type if the classification is wrong.
3. Use **Edit** to correct extracted values against the original, then save or cancel.
4. Decide whether fields need to be extracted again.

![Organisation form with Monthly bookkeeping and Invoice selected and Re-extract fields from the document unchecked.](https://ziffa.io/user-guide/images/document-review-type.webp)

*Keep the correct type and turn off re-extraction to preserve manual corrections. Changing the type always extracts fresh fields.*

If the type stays the same, clear **Re-extract fields from the document** when the saved values are already right. Leave it selected when you want Ziffa to read them afresh. Save field edits before organising.

## 3. Organise a document that is ready

Select **Confirm and organise**. This starts processing and filing; it is not the final Reviewed checkpoint.

The document briefly shows **Organising…** and leaves the review queue while processing continues. Check the processing result. If it fails or still needs attention, it can appear in Pending Review again.

Once successfully filed, follow [Review processed documents](https://ziffa.io/user-guide/review-processed-documents) to finish the human check where required.

![Pending Review document with its Service and type selected, corrections preserved, and Confirm and organise available.](https://ziffa.io/user-guide/images/document-organise-ready.webp)

*With the Service and type selected and field edits saved, Confirm and organise is available. It starts filing rather than marking the document Reviewed.*

## 4. Create follow-up work when something is missing

For an unreadable file, missing signature, or correction needed from the client, select **Create task** in the dashboard workspace. Enter a clear title, choose the responsible colleague and due date, and check the source-document attachment option before creating it.

![New follow-up task form titled Obtain corrected supplier reference, with assignee and due date controls and the source-document attachment option.](https://ziffa.io/user-guide/images/document-follow-up.webp)

*Create task records the follow-up. It does not organise the document or remove it from Pending Review.*

Use **Open task** when a follow-up already exists. From that Job, [request a corrected or replacement document](https://ziffa.io/user-guide/request-and-review-documents).

The original stays in the review queue. Decide whether to keep it there while investigating, organise it after correction, or discard it if it should not be retained.

## 5. Discard only an unwanted file

Select **Discard** when the file should be removed. Read the in-place confirmation, then select **Yes, discard** to remove it from storage, or **Cancel** to keep it.

![Pending Review workspace showing the in-place Yes, discard and Cancel confirmation for removing the stored file.](https://ziffa.io/user-guide/images/document-discard.webp)

*The first selection asks for confirmation. Yes, discard removes the stored file.*

Discarding a file is different from dismissing an expiry alert. If you need a replacement, create the follow-up first so the team has a record of what to obtain.

See [Document review actions](https://ziffa.io/user-guide/document-review-actions) for a comparison of the available actions.