Workflow administration screens

Reference of the Workflow screens an administrator uses, in the order of the Administration and Management menus. Each entry states who sees the screen; the journeys explain how to use them. Screens shared with reviewers (Human Review, the review dossier, Awaiting requester correction, Processes) are described in the user manual's Workflow screens chapter. On 2026-10-22 every section of this page had its field details checked against the Workflow interface source (f88c5c1) and, for publication, versions, resend and permissions, the Workflow service source (6703373); none of it was walked in a signed-in session.

Where the screens are

Menu	Screen	Who sees it
Operations › Build AI	Build AI	Administrator
Management › Overview, Processing time, Operator ranking	Management	Administrator
Administration › Flow Configuration	Workflows and the workflow editor	Administrator, technical
Administration › Review Queues	Review queues	Administrator
Administration › Integrations & Deliveries	Webhook Deliveries	Administrator, technical
Administration › Connections	Connections	Read: every profile that sees Administration. Write: administrator.
Administration › Signer profiles	Signer profiles	Read: every profile that sees Administration. Write: administrator.

The menus belong to the Cogneris shell; this page describes the screens they open.

Workflows

How to get here	Administration › Flow Configuration
Who sees it	Administrator, technical. The service refuses creating and deleting a workflow to every other profile.
Content status	Not observed. Field details checked against the Workflow interface source (f88c5c1) on 2026-10-22; not observed.

Title Workflows. One card per workflow: name, Draft / Published, description (— when empty), v… · … (version and creation date and time).

There is no duplicate, import or export, no search and no sorting.

Buttons and actions

Button	What happens	Who can use it	Reversible?
+ New Workflow	Opens the Create Workflow dialog. Opening the screen with ?action=new in the address opens it too.	Administrator, technical (checked by the service when you create)	—
Start	Only on a Published workflow. Opens the Start Workflow dialog.	Everyone who sees the screen	No — the process starts
Edit	Opens the workflow editor	Everyone who sees the screen	—
Trash icon (Delete)	Asks Delete "…"? with Cancel and Delete, then removes the workflow and reloads the list	Administrator, technical (checked by the service)	No

Deleting removes the workflow from the list and its live phases, so it can no longer be started. The service keeps the deleted record; there is no way to restore it from the screen.

Common problems

Message	Cause	What to do
Loading…	The list is loading	Wait
No workflows yet. Click '+ New Workflow' to create your first.	The company has no workflow	Create one
A generic error of the request, such as Request failed with status code 403, instead of the cards	The list could not be loaded, or your profile is refused	Reload the page; if it persists, check your profile
The same kind of error after Delete — the cards disappear	The delete was refused or failed. The error replaces the list until the page is reloaded.	Reload the page; check whether the workflow is still there
Start is missing	The workflow is a Draft — it was never published	Publish it in the editor

Create Workflow dialog

How to get here	+ New Workflow on Workflows
Content status	From source; not observed (Workflow interface f88c5c1, 2026-10-22).

Fields

Field	What it does	Required	Format / values	Default	Validation messages
Name	The workflow's name on the cards and in the editor	Yes	Free text; spaces at the ends are removed	Empty	Name is required.
Description	Shown on the card	No	Free text	Empty	—
Start from	The first content of the draft	Yes	Blank canvas — Start from an empty graph and add the phases yourself.; or one of the four templates below	Blank canvas	—

Template	Its description	Phases after Start, in order
Document intake with review	Classify and extract incoming documents, then send them for human review before delivery.	Classification, Extraction, Manual Review, Send
Identity verification	Crop the identity document, match the selfie against it and cross-check the extracted fields.	Crop, Facematch, Cross-check, Manual Review
Business onboarding	Validate the company, read its documents, cross-check the data and notify the requester.	VIES connector (a REST integration from the VIES preset, labelled KYB, waiting for its parameters), Classification, Extraction, Cross-check, Manual Review, Send
Contract signature	Extract the agreed terms, generate the contract, collect the signatures and notify the parties.	Extraction, Generate document, Signature, Send

A template only lays out the phases in a line; every phase still has to be configured. The draft records which template and template version it came from.

Buttons and actions

Button	What happens	Reversible?
Create	Creates the workflow as a Draft and opens it in the editor — on the blank canvas with a Start phase, or with the template's phases in Guided mode	The workflow can be deleted
Cancel, or a click outside	Closes the dialog without creating anything	Yes

Common problems

Message	Cause	What to do
Name is required.	Name is empty	Fill it in
A message from the service, or a generic error of the request	The service refused the creation — for example your profile is neither administrator nor technical	Check your profile

Start Workflow dialog

How to get here	Start on a published workflow in Workflows
Content status	From source; not observed (Workflow interface f88c5c1, 2026-10-22).

The dialog names the workflow under its title Start Workflow.

Fields

Field	What it does	Required	Format / values	Default	Validation messages
Documents to process	The documents of the new process	Yes, at least one	PDF, images (PNG/JPG/TIFF/BMP), DOC/DOCX, XLS/XLSX, CSV or TXT — up to 50 MB each. You can pick files several times; the same file (name and size) is added once. Each file has a × to remove it.	None	Select at least one document.

The screen does not check the 50 MB limit; the service does.

Buttons and actions

Button	What happens	Reversible?
Start (reads Starting…)	Uploads the documents, starts a process on the live version and opens Processes	No
Cancel, or a click outside	Closes the dialog and forgets the files. Not possible while starting.	Yes

Common problems

Message	Cause	What to do
Select at least one document.	No file was chosen, or the upload failed without a message	Add a file; if it persists, try again later
A message from the service, or a generic error of the request	The service refused the start — for example a file too large, or a workflow that is no longer published	Check the files and the workflow's status

Workflow editor

How to get here	Edit on a card in Workflows, or Create in the Create Workflow dialog
Who sees it	Administrator, technical
Content status	Not observed. Field details checked against the Workflow interface source (f88c5c1) and the Workflow service source (6703373) on 2026-10-22; not observed.

The editor fills the whole window. Toolbar, left to right: ← Back, the workflow name, the … · v… badge (Draft, Published or Published · unpublished changes, and the version number), Version history, Editing mode (Guided / Canvas), messages, Undo / Redo, Save Draft, Publish.

• Nodes palette (Canvas) or Steps list (Guided) — the phases; see Design and publish a workflow.
• Canvas controls: Zoom in, Zoom out, Fit to screen, Reset view.
• Phase Configuration panel — Description and the phase's settings, or Config (JSON) for phases without a form. Drag to resize widens it.
• Version history — every published version with Inspect and Restore.

The badge keeps the status the service last reported. Saving a draft of a published workflow leaves it published: the live version keeps running until you publish again, and while the draft differs from the live version the badge reads Published · unpublished changes. Publishing clears it.

Fields

Field	What it does	Required	Format / values	Default	Validation messages
Workflow name (toolbar)	Renames the workflow; stored with Save Draft or Publish	Yes	Free text	The saved name	Refused by the service when empty, shown as a generic error of the request
Editing mode	Switches between the Guided step list and the Canvas	—	Guided, Canvas	Canvas; Guided for a draft just created from a template	—
Step type (Guided)	The phase that Add step appends at the end	—	Every phase except Start, in the palette's order	Classification	—
Description (Phase Configuration)	The phase's name on the canvas and in the step list	No — left empty, the previous name is kept	Free text	The phase's name	—
Config (JSON) (Phase Configuration)	The raw settings of a phase type the editor has no form for. AI Executor and Send Message show This phase cannot run yet instead. Start, Split and Zero Shot read no settings, so they show This phase has nothing to configure. instead	No	Valid JSON, or empty	Empty	This is not valid JSON, so it was not saved. Fix it or clear the field.

The settings of every other phase are documented with the phase: see Phases.

Canvas

Element	What it does
Nodes palette	One entry per phase. Select an entry to add the phase, or drag it onto the canvas. Start is disabled while the flow already has one.
Pre-configured group	Below the phases, when the preset catalog loads: connector presets with a preset badge. Adding one opens its parameters form first; see the VIES preset.
Phase tile	Shows the phase's description and its type in capitals, with a preset badge for a phase made from a preset. Select it to open Phase Configuration; its × (Delete phase) removes it with its connections.
Outputs	Drag from an output at the bottom of a tile to another tile to connect them. Phases with several outputs label them: True / False (Conditional), OK / NOK (Signature validation), Success / Not found / Error (REST integration), Normal / Alternative (Classification). A link drawn before this version on the Alternative output of Extraction or Manual Review keeps its dot, with the badge Alternative not routed.
Zoom pill	Zoom out (−), the zoom level, Zoom in (+), Fit to screen, Reset view (back to 100%)

A connection is refused silently when it links a phase to itself, repeats an existing one, or adds a second input to a phase that takes one input only (Classification, Extraction, Manual Review, AI Executor, Send Message, Conditional, Facematch, Signature validation). Start has no input.

Keyboard: Delete or Backspace removes the selected phase or connection (not while typing in a field); Ctrl/Cmd+Z undoes; Ctrl/Cmd+Shift+Z or Ctrl+Y redoes. The Start phase cannot be deleted: its tile has no × and Delete / Backspace leave it in place.

Guided

Title Steps: Build the flow as an ordered list of steps and publish it without opening the canvas. Each step shows its number, icon and description; selecting it opens Phase Configuration beside the list.

Button	What happens
↑ (Move … earlier), ↓ (Move … later)	Moves the step. Start stays first and cannot move.
✕ (Remove …)	Removes the step and reconnects the line. Not offered for Start.
Add step	Appends the Step type at the end

Guided mode only shows a flow that is a single line from Start. A branch, a merge, a loop or a phase left unconnected shows This flow branches, so it cannot be shown as a list. Open the canvas to keep editing it. with Open the canvas. In a line, a Signature validation continues on OK and a REST integration on Success; their other outputs have to be connected on the canvas. Guided edits reorganize the canvas layout as a line.

Phase Configuration

The panel header shows the phase's icon, Phase Configuration, the phase type as stored (for example REST_CALL) and × to close. The left edge (Drag to resize) widens the panel by dragging, or with the left and right arrow keys. A legacy KYB phase shows the conversion banner described in KYB; a Send phase offers a test address and its inspector, described in Send.

Buttons and actions

Button	What happens	Who can use it	Reversible?
← Back	Returns to Workflows. Unsaved changes are lost without a warning.	Everyone who sees the editor	—
Version history	Opens Version history	Everyone who sees the editor	—
Undo (↶), Redo (↷)	Undo or redo the last change to the flow, including a deleted phase with its settings	Everyone who sees the editor	Yes
Save Draft	Stores the name and the flow. The toolbar then shows Save Draft in green as confirmation.	Decided by the service	Yes, by saving again
Publish	Runs the editor's checks, then asks Publish workflow — Confirm publish of version …? (the next version number) — with Cancel and Publish. Confirming saves the draft, then publishes it; the badge turns Published with the new number and the toolbar shows Published.	Administrator, technical (checked by the service)	No — but an earlier version can be restored and published again

What a publish does, from the service: it refuses the flow if any check below fails, without touching the live version; otherwise it rewrites the live phases, raises the version number by one — even when nothing changed — and stores an unchangeable copy of that version. A Send phase with an endpoint and no signing secret gets one at that moment. Processes already running keep the version they started on.

Common problems

Message	Cause	What to do
Loading…	The workflow is loading	Wait
Workflow not found.	The workflow does not exist any more	Go Back
A generic error of the request instead of the editor	The workflow could not be loaded	Go Back and open it again
A generic error of the request after Save Draft	The save was refused — for example the name is empty	Fill in the name and save again
Any message under Publication refusals	The publish was refused	Fix the flow and publish again
This flow branches, so it cannot be shown as a list. Open the canvas to keep editing it.	Guided mode cannot show this flow	Open the canvas
A connection does not appear	It would link a phase to itself, repeat a connection, or give a single-input phase a second input	Change the connection

Version history

How to get here	Version history in the workflow editor
Content status	From source; not observed (Workflow interface f88c5c1, Workflow service 6703373, 2026-10-22).

A panel titled Version history, newest first. Each version shows v…, live on the version that is running, who published it, when, … phases and the first 12 characters of its content fingerprint (the full value in the tooltip).

Buttons and actions

Button	What happens	Who can use it	Reversible?
Inspect	Shows Version …, as published, the workflow's name at that version and its phases in order	Everyone who sees the editor	—
Restore → Copy into draft	Restore version …? — This copies version … into the draft. It does not change which version is live, and version … itself is left untouched. You still have to publish the draft for the restored flow to take effect. The draft takes that version's name, description and flow, and the editor reloads it. Cancel, or a click outside, closes the question.	Decided by the service	Yes, by restoring another version
× (Close version history)	Closes the panel	Everyone who sees the editor	—

After a restore a published workflow stays published: Start stays in Workflows and new processes keep running the live version until you publish the restored draft. The badge reads Published · unpublished changes meanwhile. A workflow that was never published stays Draft. Restoring replaces the flow on screen: unsaved edits are lost.

Common problems

Message	Cause	What to do
This workflow has not been published yet, so it has no version history.	No version was ever published	Publish one
The version history could not be loaded. Try again in a moment.	The list or the inspected version could not be loaded	Try again later
The version could not be restored. Try again in a moment.	The restore failed	Try again later

Publication refusals

Checked by the editor before publishing:

Message	Cause	What to do
Save the workflow first before publishing.	Never saved	Select Save Draft first
The workflow must have at least one start node.	No Start phase	Add one from the palette
The workflow must have just one start node.	More than one Start phase	Delete the extra ones
This workflow still has a legacy KYB node (…). Convert it to the VIES connector before publishing: open the node and use the conversion.	The flow still has the removed KYB phase	Convert it; see KYB
Signature validation "…": the … output is not connected.	An OK or NOK output of a Signature validation phase leads nowhere	Connect both outputs on the canvas

The two start node checks also run on Save Draft.

Returned by the service. The editor translates only the refusals of the Signature validation and KYB phases; every other refusal is shown as a generic error of the request, such as Request failed with status code 422, not as the explanation below:

Refusal	Cause	Shown as
A Send phase endpoint is not valid (https_required: Send phase webhook endpoint must be a valid HTTPS URL.)	A Send phase has an endpoint that is not an absolute HTTPS address (its own test address is accepted)	A generic error of the request
A Send phase endpoint is on another port (port_not_allowed: Send phase webhook endpoint must use the standard HTTPS port 443.)	A Send phase has an HTTPS endpoint on a port other than 443, which delivery would refuse	A generic error of the request
rest_call_config_invalid, naming the phase and the field	A REST integration phase is incomplete or invalid — for example no connection, or a mapping issue listed under Issues to fix; also more than 20 REST integrations in one workflow. See REST integration messages.	A generic error of the request
rest_call_fact_types_unavailable	A REST integration publishes a fact and the company's document types could not be checked at that moment	A generic error of the request; try again shortly
Workflow not found	The workflow was deleted, or belongs to another company	A generic error of the request
Access denied	Your profile is neither administrator nor technical	A generic error of the request
Signature validation "…": choose an existing signer profile. / Signature validation "…": the signer profile has no signers. / Signature validation "…": the rule does not fit the signer profile.	The phase has no profile, or one that was deleted; the profile is empty; or the rule asks for more signers than the profile has, or for required signers when it has none	The message itself
The KYB message above	The service found a KYB phase the editor did not	The message itself

Failed to publish workflow. appears only when the failure carries no message at all.

Starting a process on a workflow that is not published is refused; Start is only offered on published workflows.

Review queues

How to get here	Administration › Review Queues
Who sees it	Administrator. The service refuses the queues to every other profile.
Content status	Not observed. Field details checked against the Workflow interface source (f88c5c1) on 2026-10-22; not observed.

Title Review queues: Pick a queue and choose who reviews it. A reviewer with no queue keeps seeing everything; once you assign someone, they see only their queues. One chip per queue with the number of documents waiting; the selected queue lists the company's members to tick, with Find a person, Save, Cancel and Refresh. See Organize human review.

The chips are the queues the service reports plus one per document type of the company's templates, even with nothing waiting; the special queues — such as Unidentified and Fraud review — come last. The first chip is selected when the screen opens. Under the selected queue's name, the members of the company are listed by e-mail, each with name and e-mail and a box ticked when the person is assigned. At the bottom: … reviewer(s) assigned and the note Anyone not assigned to a queue keeps seeing every queue, including All.

Fields

Field	What it does	Required	Format / values	Default
Queue chips	Select the queue to configure	—	One chip per queue, with its waiting count	The first queue
Find a person (Name or e-mail…)	Shows only the members whose name or e-mail contains the text, ignoring case	No	Free text	Empty
Member boxes	Assign or remove the person from the selected queue	No	Box	Ticked for the people already assigned

Changing queue drops unsaved ticks of the previous one without warning.

Buttons and actions

Button	What happens	Who can use it	Reversible?
Save (reads Saving…)	Replaces the queue's members with the ticked people and shows Saved. Enabled only after a change.	Administrator	Yes, by ticking again
Cancel	Restores the ticks to what is saved. Enabled only after a change.	Administrator	—
Refresh	Loads the queues, the templates and the members again	Administrator	—

Common problems

Message	Cause	What to do
Loading queues…	The screen is loading	Wait
Review queues repeated as a red line, and nothing else	Your profile is not administrator	Ask an administrator
This queue's document type is no longer in the catalog and nothing is waiting in it. Its assignments no longer route any document — clear them or rename the type back.	The template behind the queue was renamed or removed	Untick everyone and Save, or rename the type back
Nobody matches this search.	No member matches Find a person — or the members could not be loaded, which shows the same message	Clear the search; if the list stays empty, Refresh
No queue to configure yet.	There is no queue and no template	Create a template, then Refresh
Failed to load the review queues. or a message from the service	The queues could not be loaded	Refresh
Failed to save the queue members. or a message from the service	The save was refused or failed	Try again

A queue missing for a new template means the template list could not be loaded; the screen does not say so. Select Refresh.

Webhook Deliveries

How to get here	Administration › Integrations & Deliveries
Who sees it	Administrator, technical. The service refuses the list, the detail and the resend to every other profile.
Content status	Not observed. Field details checked against the Workflow interface source (f88c5c1) and the Workflow service source (6703373) on 2026-10-22; not observed.

Filters From, To, Workflow, Status; columns Date/Time, Workflow, Document, Endpoint, HTTP Status, Response time, Outcome, Attempt; Delivery detail with Run ID, Error message, Payload sent and Resend webhook. See Connect your systems.

One row per call a Send phase made to your endpoint, newest first. The screen shows only the first page the service returns and has no paging: narrow the dates to reach older deliveries.

Fields

Field	What it does	Required	Format / values	Default
From, To	Limit the deliveries to this period	No	Date and time, in your browser's time zone	Empty — no limit
Workflow	Shows the deliveries of one workflow	No	All workflows or one of the company's workflows	All workflows
Status	Shows only successful or failed deliveries	No	All statuses, Success, Failed	All statuses

The filters apply only with Apply. The screen does not check that From is before To.

Columns

Column	Content
Date/Time	When the call was made; select it to open, or close, the Delivery detail
Workflow	The workflow's name, or its identifier when the name is missing
Document	The document the call carried; — for none
Endpoint	The address called, cut to fit
HTTP Status	The status your endpoint answered; — when it did not answer
Response time	In milliseconds
Outcome	Success or Failed
Attempt	The attempt number for that document of that run

Delivery detail repeats these values — Date/Time, Workflow, Document, Endpoint, HTTP Status, Response time, Outcome, attempt — and adds Run ID, Error message (only when there is one) and Payload sent, the body as sent, laid out as JSON.

Buttons and actions

Button	What happens	Who can use it	Reversible?
Apply	Loads the deliveries with the filters	Administrator, technical	—
Clear	Empties the filters and loads again	Administrator, technical	—
Refresh	Loads again with the filters already applied	Administrator, technical	—
Resend webhook (reads Resending…)	Sends the stored Payload sent again, once, to the stored endpoint, signed with the phase's current signing secret. The call is recorded as a new delivery with the next attempt number for that document; the list reloads, while the open detail keeps showing the delivery you resent.	Administrator, technical	No — your endpoint receives the call again
×	Closes the detail	Everyone who sees the screen	—

Common problems

Message	Cause	What to do
Loading…	The list or the detail is loading	Wait
No webhook deliveries recorded yet.	No delivery matches the filters, or none was ever made	Clear the filters
Unable to load webhook deliveries., or a generic error of the request	The list could not be loaded, or your profile is refused	Refresh; check your profile
Unable to load delivery detail., or a generic error of the request	The detail could not be loaded	Select the row again
Webhook resent successfully.	Your endpoint accepted the new call	—
Resend failed.	Your endpoint refused or did not answer, or the service could not resend (the delivery or its stored endpoint is no longer valid)	Look at the new row's HTTP Status and Error message; fix the receiving side and resend
Workflow lists only All workflows	The workflows could not be loaded	Reload the page

Connections

How to get here	Administration › Connections, or Manage connections in a REST integration phase
Who sees it	Read: every profile that sees Administration. Write: administrator — the service refuses creating, changing, testing and deleting to every other profile.
Content status	Not observed. Field details checked against the Workflow interface source (f88c5c1) on 2026-10-22; not observed.

Title Connections: Reusable base URLs and credentials for REST integrations. Secrets are write-only: once saved they are never shown again. Columns Name, Base URL, Authentication, Usage; New connection, Edit, Delete, Test connection. See Connect your systems.

The full list of columns, form fields, buttons and messages is in REST integration › Connections. In short:

Button	What happens	Who can use it
Refresh	Loads the list again	Everyone who sees the screen
New connection, Edit	Open the connection form; Save (Saving…) or Cancel	Administrator
Test connection (Testing…)	While editing a saved connection, sends one GET to the base URL	Administrator
Delete	Asks Delete this connection?; refused while a published workflow uses it, with the list of workflows and Dismiss	Administrator

Main messages: Loading connections…, No connections yet., Could not load the connections., Could not load this connection., Could not save the connection., Could not delete the connection., The connection test could not be run.

Signer profiles

How to get here	Administration › Signer profiles, or Manage profiles in a Signature validation phase
Who sees it	Read: every profile that sees Administration. Write: administrator — the service refuses creating, changing, deleting and reading a document to every other profile.
Content status	Not observed. Field details checked against the Workflow interface source (f88c5c1) and the Workflow service source (6703373) on 2026-10-22; not observed.

Title Signer profiles: Who may sign the documents checked by the Signature validation phase. Signers are matched by the CPF or CNPJ in their ICP-Brasil certificate, and identifiers are always shown masked. Columns Name (with the description under it), Signers (No signers, 1 signer, … signers), Usage (Not used in any workflow, Used in 1 workflow, Used in … workflows); New profile, Edit, Delete. See Validate digital signatures.

Earlier versions of this page marked the screen Not available yet. The Workflow service source (6703373) now contains the signer-profile service and the Signature validation phase; whether a given environment runs that release has not been observed.

Fields

New profile opens New signer profile; Edit opens Edit signer profile, above the list.

Field	What it does	Required	Format / values	Default	Validation messages
Profile name	The name chosen in the phase's Signer profile list	Yes	Free text	Empty	Enter a profile name.
Description	Shown under the name in the list	No	Free text	Empty	—
Signers	Each signer is identified by a CPF (person) or a CNPJ (company). A stored identifier is never shown again; use Replace to change it. One block per signer (Signer …).	Yes, at least one	—	None	Add at least one signer.
Identifier type	Whether the identifier is a CPF or a CNPJ. Locked once the signer is saved or read from a document.	Yes	CPF (person), CNPJ (company)	CPF (person)	—
CPF or CNPJ	The signer's identifier. A saved or read one shows masked, with Replace.	Yes	Digits; punctuation is ignored. Check digits are verified.	Empty	Enter the CPF or CNPJ. · This CPF or CNPJ is not valid: the check digits do not match.
Name (for reference only)	A name to recognise the signer; not used for matching	No	Free text	Empty	—
Role	Whether the signer must sign under the All required signers rule	Yes	Required, Optional	Required	—
Certificate type	The ICP-Brasil certificate type accepted	No	Any type, A1, A3	Any type	—
Allowed issuing authorities	Accepts only certificates from these authorities	No	Names separated by commas; Empty means any trusted ICP-Brasil authority	Empty	—
Learn from a document (PDF)	Reads the ICP-Brasil signatures of a PDF and adds one signer per CPF or CNPJ found, marked Read from the document, with the issuer filled in	No	One PDF	—	See below

The messages appear only after a first Save profile.

Buttons and actions

Button	What happens	Who can use it	Reversible?
Refresh	Loads the list again	Everyone who sees the screen	—
New profile	Opens the empty form	Administrator	—
Edit	Loads the profile into the form	Administrator	—
Add signer	Adds an empty signer block	Administrator	Yes
× (Remove signer …)	Removes the signer block	Administrator	Yes, until saved
Replace	Empties the masked identifier so you can type a new one	Administrator	—
Save profile	Checks the form, stores the profile and reloads the list	Administrator	Yes, by editing again
Cancel	Closes the form without saving	Administrator	Yes
Delete → Delete	Asks Delete this profile? in the row, with Cancel	Administrator	No

Common problems

Message	Cause	What to do
Loading signer profiles…	The list is loading	Wait
There are no signer profiles yet.	None was created	Create one
Enter a profile name., Add at least one signer., Enter the CPF or CNPJ.	The form is incomplete	Fill in what is missing
This CPF or CNPJ is not valid: the check digits do not match.	The identifier is mistyped	Correct it
Reading the certificates in the document…	The PDF is being read	Wait
Signers added from the document: …. Review the role of each one.	Signers were found and added as Required	Set each one's Role
No ICP-Brasil signature with a CPF or CNPJ was found in the document.	The PDF has no usable signature	Add the signers by hand
The document could not be read.	The PDF was refused or could not be read	Use another PDF, or add the signers by hand
This profile is used by published workflows and cannot be deleted: followed by the workflows, with Dismiss	The profile is in use	Change or unpublish those workflows first
Could not load the signer profiles., Could not load the profile., Could not save the profile., Could not delete the profile., or a message from the service	The request was refused or failed	Try again
New profile, Edit and Delete are missing	Your profile is not administrator	Ask an administrator

Management

How to get here	Management › Overview, Processing time, Operator ranking
Who sees it	Administrator. The service refuses the reports to every other profile.
Content status	Not observed. Field details checked against the Workflow interface source (f88c5c1) on 2026-10-22; not observed.

Reports for administrators. The service refuses them to every other profile.

Screen	What it shows
Overview	Everything open right now: totals In progress and Awaiting review, and per process type Running, Awaiting review and Oldest. A type opens its runs on Processes.
Processing time	For the last 7, 30 or 90 days, per process type: Average, 95th percentile, Slowest, Fastest and how many completed; and the runs in progress with Requester, Elapsed, Remaining, Expected, flagged Later than usual when overdue.
Operator ranking	For the same window, documents Decided per operator, with Approved, Rejected and Share. The ranking is by volume.

A process type is a workflow; a workflow without a name shows Unnamed process. Durations read as minutes (… min), hours (… h) or both (… h … min).

Overview

Everything open right now, by type of process. Pick a type to see its runs. Each type is a card with its name, its number in progress and Running, Awaiting review and Oldest (the age of its oldest open run). Selecting a card opens Processes filtered on that workflow.

Processing time

How long each type of process takes, and when the open runs should close. Recalculated every time this screen is opened. Under the title: Recalculated at …. One chip per process type (Process types), busiest first; the first is selected. For the selected type: … completed in the window, Average, 95th percentile, and Slowest and Fastest with the run's identifier. … in progress lists the open runs:

Column	Content
Requester	The first letters of the requester, then …, with the full identifier in the tooltip; — for a run started without a requester
Elapsed	Time since the run started
Remaining	Expected time left; Later than usual when the run is overdue; — when nothing completed in the window
Expected	Expected completion date and time; — when overdue or when nothing completed in the window

Operator ranking

Documents decided per operator in the window. Approvals and rejections are shown for context — the ranking is by volume. Columns #, Operator (the e-mail), Decided, Approved, Rejected, Share (a bar and the percentage of all decisions in the window).

Fields

Field	Screen	What it does	Format / values	Default
Window	Processing time, Operator ranking	The period of the report; changing it reloads	Last 7 days, Last 30 days, Last 90 days	Last 30 days
Process type chips	Processing time	Select the type to show; the choice is kept on reload while the type is still there	One chip per type	The first, busiest type

Buttons and actions

Button	Screen	What happens
Refresh	All three	Loads the report again
A type's card	Overview	Opens Processes for that workflow

Common problems

Message	Screen	Cause	What to do
Loading…	All three	The report is loading	Wait
Nothing is in progress right now.	Overview	No open run	—
No process ran in this window.	Processing time	No run in the window	Choose a longer Window
Nobody reviewed a document in this window.	Operator ranking	No decision in the window	Choose a longer Window
Failed to load the report., or a generic error of the request	All three	The report could not be loaded, or your profile is refused	Refresh; check your profile

Build AI

How to get here	Operations › Build AI
Who sees it	Administrator
Content status	Not observed. Field details checked against the Workflow interface source (f88c5c1) on 2026-10-22; not observed.

Administrators only. Describe a process in plain words and the assistant drafts what it needs — forms, document classifiers, workflows and Word templates — through the steps Describe, Questions, Plan and Done. Nothing is created until you select Approve and create.

The intro reads Describe your process and the AI drafts what it needs: forms, document classifiers, workflows and Word templates. Nothing is created until you approve. The steps run on the service: the page address keeps the session, so you can leave and come back to it, and the screen checks progress every five seconds while it is open.

Fields

Describe

Field	What it does	Required	Format / values	Default
How does your process work?	The description the AI works from. Who sends what, which documents you require, what you check and which document closes the process.	Yes	Free text, up to 6000 characters	Empty
Industry (optional)	Context for the AI	No	Up to 64 characters	Empty
Country code (e.g. PT, BR)	The country of the process; it also decides whether a company check is possible	Yes	Two letters; turned to capitals	Empty
Process language (e.g. pt-PT, en)	The language of what is drafted	Yes	Up to 20 characters	pt-PT when the interface is in Portuguese, otherwise the interface language
Documents you require	The documents you already know you need. Type a Document name and select Add document (or press Enter); × (Remove …) removes one. The same name twice is added once.	No	Up to 120 characters each	None

Continue stays disabled until the description, a two-letter country and a language are filled in.

Questions — Before the plan

Question	Values	Default	Shown when
Do you need a company (KYB) check?	Yes, No	No	The country has a source; otherwise Company checks are only available in the European Union (VIES). There is no source for this country.
Do you want a selfie for face matching?	Yes, No	No	Always
May the AI set the main rules according to market best practice? It researches the web and cites every source.	Yes, No	Yes	Always
Is there a final document?	Yes, No	No	Always
Does the final document need a signature?	Yes, No	No	When the service makes it depend on the previous answer, only after Yes
Who signs it?	Free text, up to 200 characters	Empty	After Yes to the signature

Then Questions from the AI: each with its reason, answered Yes / No, from a list, or as text up to 500 characters; all optional. Documents the AI found in your description offers each document as + … to add it to your list.

Plan

Field	What it does	Format / values	Default
What should change?	The adjustment you ask for, for example e.g. remove the property tax bill; the income rule is 30%	Up to 4000 characters; disabled while the AI works and when no adjustment is left	Empty
Example documents — per document type	Each document type needs 3 examples to train its classifier. Use the Cogneris library when it covers the type, or upload your own. A badge shows Cogneris library · …, Your documents · … or, in red, Needs 3 examples.	3 to 10 files: PDF, JPG, PNG or WebP. Photos are reduced automatically. Up to 20 MB each.	None

What the plan shows

… · Version … (the plan's title and version), then: Resolve before approving (each issue with where it is and why), Forms (with their document checklist), Document types (… fields), Workflows (… steps, with their Rules, each rule's reason and the web sources it cites), Word templates, and Market best practice consulted with its Sources. While the AI works: Researching market best practice on the web…, Drafting the plan. This can take a few minutes; you can leave this page and come back. or Adjusting the plan….

Buttons and actions

Button	Step	What happens	Reversible?
Continue	Describe	Opens a session and moves to Questions	—
Save answers and draft the plan	Questions	Stores the answers and asks for the plan	—
Use the Cogneris library	Plan	Uses Cogneris' examples for the document type. Shown when the library covers the type and it does not use the library already.	Yes, by uploading your own
Upload your documents	Plan	Uploads the chosen files as the type's examples; Uploading … of … while it works	Yes, by uploading again
Adjust the plan	Plan	Sends What should change? and drafts a new version; Adjustments left: … counts what remains	—
Approve and create (reads Creating…)	Plan	Approves this version and starts creating everything. Enabled only when the service says the version can be approved.	No — what is created stays
Draft the plan again	Plan	Shown when there is no plan and plan drafts are left	—

Done shows Creating your process, then one of Creating forms, classifiers and workflows…, Training the document classifiers…, The creation stopped with an error., Training a classifier failed., The status cannot be confirmed right now., with Current phase: …, until Your process is ready to use.

Common problems

Message	Cause	What to do
Loading the session…	The session is loading	Wait
Only tenant administrators can use Build AI.	Your profile is not administrator	Ask an administrator
The AI could not suggest more questions right now. You can continue with the questions above.	The AI questions failed	Continue without them
Market best practice could not be consulted now, so the plan only has your own rules. / The research found no practice with a source, so the plan only has your own rules.	The web research failed or found nothing citable	Add the rules yourself with Adjust the plan
This version cannot be approved yet. Adjust it or resolve the issues above.	The plan has issues	Adjust it
Choose at least 3 files., Choose at most 10 files., Each file can be up to 20 MB.	The chosen examples do not fit	Choose 3 to 10 files of up to 20 MB
A file could not be read. Use a PDF or a clear photo of the document.	The service refused an example	Use a PDF or a clearer photo
The Cogneris library is unavailable right now. Try again or upload your documents. / The Cogneris library has no examples for this document type. Upload your own.	The library could not supply examples	Upload your own
Your plan has no credits left for this step.	Your Cogneris plan has no credits left	Contact your account manager
Too many requests. Wait a moment and try again.	Too many requests in a short time	Wait and try again
The AI service is unavailable. Try again in a moment. / The AI took too long to answer. Try again.	The AI did not answer	Try again
This session reached its limit of plans. / This session reached its limit of adjustments.	The session's limits are used up	Approve a version, or start a new session
This plan cannot be approved yet.	The service refused the approval	Adjust the plan
Another process is being created in this account. Try again when it finishes.	Another approval is still creating	Wait until it finishes
The plan changed meanwhile. Reload the page and try again.	A newer version exists	Reload the page
This document type is no longer in the plan.	The type was removed by an adjustment	Reload the page
This session was not found.	The session in the address does not exist	Open Build AI again
Some information is missing or invalid.	The service refused the input	Check the fields
Could not reach the server. Check your connection and try again.	No connection	Check your connection
Something went wrong. Try again.	Any other failure	Try again

Not observed yet

• No screen of this chapter has been walked in a signed-in session; captures are pending. Every section is documented from the Workflow interface source (f88c5c1) and, where stated, the Workflow service source (6703373).
• Behaviour decided only by the service and not visible in either source — for example the page size of Webhook Deliveries and the exact limits of a Build AI session — is not documented.
• Whether the environment you use runs the release of the Workflow service that stores signer profiles and runs the Signature validation phase has not been checked.

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Last reviewed 2026-10-09 · Version 1.1.0 · Owner: product-documentation