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Support > Upload and archive > Backlog


Printscreen of the Backlog page in TriFact365 where a list of documents is shown

The Backlog page contains all documents that need to be processed.

By default, the most recent document is shown first. All columns have filter and sort options, in case you are looking for a particular document or a selection of documents.

Processing documents
You can process documents by clicking on the corresponding status (Authorise, Check, etc.). On the right-hand side, you can use the Magnifying glass to view the document and, if necessary, download the document.

Column Document, Status and Entry Number in the TriFact365 backlog

There are a number of (bulk) actions available. These are listed above the table from left to right:

Restore, merge, Split, Stop, Modify type, Refresh, Delete

  • Restore – Retrieve a document with Rejected status back into the processing process. Rejected documents at Authorise return to Authorise status. Rejected documents at Procuring return to the status Controlling.
  • Merge (read more) – Merges two or more documents into one.
  • Split (read more) – Move a document to the Split status to split it into several documents.
  • Stop – Move a document to the Split status to split it into several documents.
  • Modify type (read more)
  • Refresh – Refreshes the contents of the table.
  • Delete – Delete the selected documents from the Backlog. This action cannot be undone.

Export table
In addition, you have the option to export the contents of the table to an Excel file. This can be done with the export button at the top right of the table.

Export current page (.xlsx), Export all pages (xlsx)

View document
You can view documents by clicking on the Magnifying Glass at the back of the relevant line. The document including additional information is then displayed.

Printscreen of the "view document" page in TriFact365 that shows the document itself on the right side of the screen. On the left side the status, type and history of the document is shown. There is also an toption to add a comment