File processing and AI actions

An upload can finish before Sorena finishes reading its contents. Open Projects Hub, choose the project, and open Drive. Check the status beside the file and the Drive's queue totals before using it as evidence.

Fix file processing problemsCopy Anchor Link

Use the Drive's search and status filters to find affected files. Queued means work is waiting; Processing means it has started. Completed means processing finished. Failed needs attention, and Stale marks work whose status needs checking.

Select the file's failed status in the Drive row to expand its error message. With Contributor access or higher in both the workspace and project and the workspace's Platform feature, use Retry when available. On a phone, the row menu also offers Refresh status for queued or processing work and Retry for failed or stale work. Check whether the retry has queued before submitting another copy.

Missing means the uploaded file could not be found. Read its error message first; the offered recovery is to upload the original again. Unsupported means Sorena cannot process that file type. Convert it to PDF or a supported text format before uploading the converted copy. Retrying the same unsupported format does not change its format. The expanded error offers Delete too; this removes the Drive file, so keep a copy before confirming deletion.

The preview's Status tab contains status information extracted from the document. It does not report processing progress. See file details and extracted information to interpret it.

Queue-wide controls can affect more than the row you are looking at. Cancel All stops files that are queued or being processed. Retry All queues another attempt for failed files. Delete Failed permanently deletes failed files from the Drive and removes their stored originals. Keep a separate copy of anything you need before using it. Check the count and scope in the confirmation before continuing.

If a preview or list fails to load, retry it. If processing repeatedly fails, contact support with the status and time, without sending private file contents.

Translate, extract, anonymize, or check criteriaCopy Anchor Link

With file-management access, open the file's actions menu and choose Translate, Extract data, Anonymize, or Criteria match. These actions are also available from the preview toolbar.

1. Check the selected file or files in the dialog.
2. Choose the action and complete the options it requests. For criteria matching, enter a clear Criterion. With several files selected, review Max matches and Save path when needed. Overwrite matching save path allows an existing report to be replaced; leave it unchecked to save a numbered copy when that path already exists.
3. Add Additional instructions under Advanced options only when needed.
4. Start the action and wait for its result. For criteria matching, choose Run criteria match for one file or Queue criteria match for several files. Review any per-file failures before retrying.
5. Read the generated text or matches against the original document before using or sharing them.

For a bulk action, a queued-job result confirms that Sorena accepted background work. Check its pending, succeeded, failed, and skipped counts rather than assuming every selected file finished. A criteria result can report that no file matched, or that evaluation stopped after enough matches; review those messages before treating the result as a full review of every file. Translation and anonymization results offer Copy when text is available.

An anonymized result still needs a human check for names, identifiers, and details that could identify someone. Review translations and extracted values for omissions or mistakes. Keep the original file available while checking results.

Screenshots show a demo workspace.