Before you start
- The specification is parsed and its criteria are approved.
- Every candidate and document classification is confirmed.
- The estimate fits within the workspace’s available credit balance.
- You understand which requirement-set revision will be used.
Start the run
- Review the candidate count, criteria count, and credit estimate.
- Select Start analysis once. DocIQ protects duplicate requests, so avoid opening multiple tabs to start the same work.
- Leave the page open or return to the project; processing continues in the background.
- Use the progress view to see the current stage and candidate-level status.
Read run status
- Queued: accepted and waiting for an available worker.
- Running: one or more analysis stages are active.
- Needs review: a human decision is required before the run can continue.
- Completed: the report is ready for review.
- Failed: processing stopped safely. Open the failure details and retain the correlation ID.
- Cancelled: no further work will be scheduled for that run.
Retries and credits
DocIQ retries only bounded, transient failures. A credit hold is created before AI work begins; completed usage is settled against it and unused held credits are released. Do not create a new run until you have checked whether the original can resume.
Note: If a failure persists, contact support with the project name, run ID, timestamp, and correlation ID—never send document contents by email.