1. A source document will not upload
Confirm that the file is a supported PDF, the file is within the plan and application limits, and the browser session is still valid. Try a known-good representative PDF before changing the template.
2. A template will not validate
Confirm that the selected output format matches the uploaded template file type and that the approved profile is correct. Template validation errors usually indicate that a required structural element is missing or the file is not the expected format.
3. A job is still processing
Use Live Status and allow automatic reconnect to recover from temporary status interruptions. Do not resubmit the same source repeatedly unless the current job is known to have failed or expired.
4. A field is missing or low confidence
Compare the field with the source document. Check whether the value is actually present, readable and labelled consistently. If the same variation repeats, propose an approved alias or rule instead of making a one-off manual assumption.
5. The job says review required
Read the listed validation reasons and inspect the source. A review state means the workflow intentionally stopped short of treating the output as fully trusted.
6. A selected output is not available
Confirm that the format was selected and its template was validated before processing. Customer outputs are finalized after processing reaches an accepted terminal state, so there can be a short interval between extraction completion and all download files becoming available.
7. Use the MicroExtract Assistant for product guidance
The in-product assistant is intended for read-only help such as template guidance, confidence explanations, output questions and troubleshooting. It should not silently change customer records, templates or security settings.
Need help with a real document workflow?
Use representative samples, define the required output and validation rules, then test before production use.