---
title: "Instance Processing Overview Screen – Web"
slug: "processing-overview-reveal"
tags: ["Processing Overview", "Processing template", "Template Settings"]
status: "update"
updated: 2026-04-21T18:45:55Z
published: 2026-04-21T18:45:55Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Instance Processing Overview Screen – Web

## Instance Processing Overview Grid

Instance and Company Admins can view a list of all their processing, numbering, indexing, promote, and OCR jobs across their instance by navigating to **Home page** > **Processing**. Company Admins that use this tab will only be able to view jobs that are associated with their assigned companies.

![Overview of processing status for various projects and jobs, including errors and completions.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/InstanceProcessingOverview_2025.5.png)

This screen is functionally the same as the **Processing**>**Processing Jobs** screen, but job visibility is not limited to one project only. Some new columns list additional information for each job, including *Project*, *Company*, and the *Reason* for the job.

Above the grid, users can see the total number of projects, number of jobs, how many processing jobs are in progress, and how many processing jobs have completed or stopped.

> [!NOTE]
> **Note**
> 
> Jobs that were run in Discovery Manager – but not created for a specific Reveal project – will appear in this grid and have no associated company; the value under the *Company* column will be blank. Only Instance Admins can see these jobs.

Users can also filter through the grid by selecting the blue **Funnel** icon next to the search bar, culling search results by:

- **Project**
- **Company**
- **Name**
- **Reason** the processing job was created
- **Status** of the processing job (Complete, Errored, Finalizing, InProgress, Paused, Pending, and Started)
- Number of **Documents** in the processing job (less than, equals, or greater than)
- Number of **Errors** present in the completed processing job (less than, equals, or greater than)
- Date **Started** (before, between, after, or on)
- Date **Completed** (before, between, after, or on)

## Processing Settings Templates page

Instance and Company Admins can also access Processing Templates in **Home**> **Processing** under the **Settings Templates** tab. Processing templates can be searched through and filtered alphabetically by name. Company Admins that use this tab will only be able to view templates that are associated with their assigned companies.

![Settings templates list showing various template names and associated companies for selection.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/InstanceProcessingTemplateSettings_2025.5.png)

> [!NOTE]
> **Note**
> 
> When creating a template in Discovery Manager, it will *not* be automatically assigned to a company. In order to assign unassigned templates to a company in this Settings Templates tab, a user *must* be an Instance Admin.

To the right of each template in the list, users can click:

- The ![Icon representing a copy function, indicating duplication or replication of content.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Duplicate_Icon(3).png) **Copy** icon to copy a template.
- The ![A pencil icon representing writing or editing tasks in a digital interface.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Pencil_Icon(2).png) **Pencil** icon to edit a template.
- The ![A trash can icon representing delete or remove action in a digital interface.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Trash_Icon(2).png) **Trash**icon to delete a template.

### Create a Template

Select **+CREATE TEMPLATE** to create a new processing template.

#### I. General tab

1. **Name**: Name your template.
2. **Company**: Use the dropdown to associate your template with one or more Companies.
3. **Date Filter Operation**:**A dropdown menu 3provides these options: **None**, **Before**, **After**, and **Between**.
  1. To disable date filtering, select **None**.
  2. To enable date filtering,****choose **Before**, **After**, or **Between.**
    1. Then, Select your dates in the **Date Range**field.
4. **Excluded File Types**:****Use the dropdown menu to choose to exclude file types:
  - **None**
  - **By Extension** - displays a text input field e.g. “.xls, .msg, .gif” separated by a comma.
  - **By Signature** - Click on **Select File Signatures** to choose which signatures you want to exclude from the modal.
5. **NIST Documents**:****Check the **Remove**checkbox to exclude NIST Documents from processing.
6. **Deduplication**: This option will affect how you export your files after processing. Select from the below options.
  - **None***-*No deduplication; all documents you select will be exported.
  - **Project Level** - The export generated will only include the original files within the entire review project.
  - **Promote to Review** - The export generated will only include the original files within the entire review project, while also automatically adding every export to your review population.
7. **Native Email File Type**: Choose which file type you would like to create when exporting native emails. Options include:
  - **.msg**, **.rtf**, **.html**, **.mht**, **.txt .eml**
8. **Password Bank**: Type passwords needed to access locked documents — only one per line.

> [!NOTE]
> **Note**
> 
> This is not a brute-force password-cracking solution. It is recommended to receive a list of passwords from the custodian of the data, or from the client.
> 
> 
> 
> The number of passwords in the Password Bank will affect the speed of import and will be applied to imports moving for as part of the import process. It is highly recommended to keep the password bank within a range of 25–50 passwords maximum.
9. **Embedded Object Extraction**: Choose whether to extract embed objects as individual files in **Spreadsheets**, **Emails**, **Presentations**, and/or **Word Processing**.

> [!CAUTION]
> **Warning**
> 
> Embedded Object Extraction *should not* be selected unless *required*. You should test this setting before using it on a production project. Embedded Object Extraction can have significant negative impacts on import performance and will add many additional records to the project.

> [!NOTE]
> **Note**
> 
> Inline attachments are embedded in the body of an email. Examples of inline attachments are images within a signature line of an email, or any other item that isn’t properly attached to the email, like a screenshot. If getting text for embedded screenshots through OCR is desired, leave this unchecked.
  1. **Suppress inline images**: By default, all inline attachments are extracted from the body of an email and given their own record as an attachment. **Check** this box to prevent processing from creating the attachment record and instead considers it a filtered file. The inline attachments will be added to the filtered columns in the Project and Import Snapshots.

1. **Additional Hashing:**Check the **Enable Sha256 checkbox**for hash generation.
2. **Recovery:**Check the **Recover deleted files from images**checkbox to restore unallocated files, which can be identified from forensic images.
3. **ScanPST**: Check the **Enable ScanPST** checkbox to run if any errors are encountered during ingestion.
4. **Child Documents:**This setting is checked by default, enabling child document extraction. If unchecked, no extraction will occur at all during import, leaving all files, including embedded objects and attachments, the same as imported.

> [!CAUTION]
> **Warning**
> 
> Unchecking the Extract Children box permanently turns off any and all kinds of extraction for your project, and *cannot be adjusted* after project creation.

> [!TIP]
> **Feature Flag**
> 
> The Extract Children setting is included in this release but currently turned off by default. It will not appear in your environment unless it is manually enabled by Reveal.

#### II. Numbering tab

1. **Prefix**: Enter a prefix for your document’s begin numbers.
2. **Digits**: Choose how many digits you want for each begin number.
3. **Start Number**: Choose the number where document numbering starts.
  - In the**Preview**section, you can see how the first three documents will be numbered based on the settings above.

#### III. Sorting tab

The **Sorting** tab allows you to configure how files are sorted when numbering documents during export.

In the **Available** column, you can search in the search bar and then select the sorting **Fields** you want to include. By clicking the right arrow ![Arrow pointing to a right-facing button, indicating navigation or action.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screen Shot 2026-03-11 at 14.24.08.png) , they will move over to the **Selected** column.

#### IV. OCR tab

1. **OCR:**Check the **OCR During Import** checkbox to OCR documents as they’re imported. If not, skip to step 4.
2. **Mode**: Choose from the following OCR modes. Reveal defaults to Most Accurate.
  - **Most Accurate**: Favors accuracy, generating the fewest errors.
  - **Balanced**: A balance of favoring accuracy while decreasing OCR time.
  - **Fastest**: Favors speed, finishing the OCR job quickly.
3. **File Types to Image:** Check the following checkboxes:
  - Check the **All PDF** checkbox to allow all PDFs to OCR, regardless of whether or not they already contain extracted text. If left unselected, only image-only PDFs will run through OCR.
  - Check the **Index Errors**checkbox to allow documents with index errors to be OCRed.
4. Click **SAVE** to create your template.

## Setting Template Details

Selecting a template name will bring you to its own screen that lists all the settings for that template. Here, users can also copy, edit, or delete a template by pressing the respective icons in the upper right corner of the screen.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/settings-template-screen-blurred.png)