---
url: /cloud/documents.md
description: >-
  Documents lists the trading documents exchanged with your partners, such as
  purchase orders and invoices, and where each one is up to.
---

# Documents

**Documents** lists the trading documents exchanged with your partners, such as purchase orders and invoices, and where each one is up to. It is a tracking view: documents arrive and are sent by your integrations, not uploaded here.

![Documents list](/cloud/images/documents.jpg)

## Finding a document

* **Filters** across the top narrow the list, for example by document type, partner, status or date. Which filters you see depends on your setup. The list updates as you change them.
* **Search** finds a document by its number or the partner's reference.
* **Received** sorts by the time the document arrived.
* **Refresh** reloads the list; the header shows when it was last updated.
* **Load more** at the bottom fetches the next page of documents.

Filters are kept in the page address, so you can bookmark or share a filtered view.

| Column | Shows |
|---|---|
| **Document** | The document number. |
| **Type** | Purchase Order, Invoice, Despatch Advice, Pick Request or Acknowledgement. |
| **Partner** | The trading partner. |
| **Dir** | **IN** for documents received, **OUT** for documents sent. |
| **Status** | Complete, In progress, Needs your input, Pending, Failed or Cancelled. |
| **Received** | When it arrived: a time for today, "Yesterday", or the date. |

**Export CSV** downloads the documents currently shown as a CSV file.

## Document details

Select a document to see its details. **Back to documents** returns to the list.

* The header shows the number, type, partner, direction and status, with when it was received and last updated.

* A banner explains anything that needs attention:

  | Banner | Meaning |
  |---|---|
  | This one's failed. Flow has picked it up. | Processing failed and Flow is looking at it. |
  | We need your help with this one. | Flow needs information from you; contact support. |
  | We're retrying, no action needed yet. | A temporary problem; it is being retried. |
  | This document is being processed. | Still in progress. |

* **View original document** downloads the file as it was received or sent.

* **What's happened so far** is a timeline of the document's processing.

* **Key details** and **Line items** show its content: product, GTIN, quantity, price and total.

* **Linked documents** lists related documents, for example the invoice for an order.

* **Technical detail** is for Flow engineers and is collapsed by default.