After you upload documents to CaseScribe, the AI automatically processes each file. During review, documents may appear grouped into different categories in the Documents tab.
These categories help you quickly understand:
How each document was processed
Whether any action is required
Where to focus your review time
This guide explains what each category means and what, if anything, you should do next.
1. Error: AI Process Failed
This category appears when CaseScribe is unable to fully process a document.
Common Reasons
OCR Failed
The system could not convert the document from image to text. This may happen when:
The file is very large (exceeded 500mb limit)
Processing exceeded a time limit
An internal processing issue occurred
Invalid or Corrupted Document
The document may be:
Damaged
Unreadable
Incomplete
How to Fix It
Restart Processing
Click Restart All to attempt reprocessing.
If the error continues:
Open the PDF on your computer using Adobe Acrobat, Chrome, or another viewer.
If the file does not open, it is likely corrupted.
Re-download the document
Download a fresh copy from VBMS or the original source.
Confirm all pages load correctly.
Re-upload to CaseScribe
Upload the verified file again.
If the document still fails after these steps, contact CaseScribe Support and include details about the affected document.
2. Documents with Missing Facts
This category includes documents that appear important but did not return any extracted facts.
Why This Happens
The document subtype has a fact-extraction rule, but no facts were found
The content is unclear or difficult for AI to read
The document does not actually contain extractable facts
What You Can Do
Option A: Restart AI Processing
Click Restart All to attempt fact extraction again.
Option B: Add Facts Manually
You can manually add any important facts found in the document.
3. Documents with No Facts
Documents in this category belong to subtypes that do not have fact-extraction rules.
These are typically:
Routine or administrative documents
Items that rarely contain meaningful case facts
You can still review these documents at any time.
If you believe a document type in this category should consistently produce facts, contact the CaseScribe team. Custom fact-extraction rules can be added to reduce manual work.
4. Agency General
This category includes documents that:
Do not clearly fit into existing subtypes, or
Could not be confidently classified
Even though these documents are unclassified, CaseScribe still:
Extracts and summarizes their contents
Helps ensure important information is not overlooked
5. All Documents by Doc Name
This view displays:
All classified documents
Documents that contain extracted facts
It provides a complete, organized list of documents in the case and is useful when you want to review everything at once.
6. Filtering and Viewing Options
At the top of the Documents tab, you can:
Filter documents by category
Turn off the Doc Grouping toggle
Turning off grouping displays all documents in a single list without categories, which can be helpful for linear review.
Summary
Document categories in the Documents tab help you quickly understand how files were processed and where attention is needed. By knowing what each category means, you can:
Resolve processing errors efficiently
Confirm or correct fact extraction
Focus your review on what matters most