--- title: "Reset Document in Docs to Process" slug: "reset-document-in-docs-to-process" description: "Reset a document in Documents to Process to clear draft transaction data and return it to an unprocessed state." updated: 2026-08-17T16:07:49Z published: 2026-08-17T16:07:49Z canonical: "docs.restaurant365.com/reset-document-in-docs-to-process" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Reset Document in Docs to Process > This article references the [**new Draft Transaction experience**](/doc/docs/draft-transaction-details-update-2025), which is available to all users. > > Learn more about the [**New Draft Transaction Screen**](/doc/docs/draft-transaction-details). > > View **l**[**egacy Draft Transaction documentation**](/doc/docs/draft-transaction-sidesheet). Documents that have been processed by [Capture AI](/doc/docs/ap-capture-ai) can be reset. Resetting a document deletes the [OCR mappings](/doc/docs/ocr-mapping) for the [draft transaction](/doc/docs/draft-transaction-details) and returns the document to a waiting status. Reset documents can be reprocessed or [split into separate PDFs for individual processing](https://docs.restaurant365.com/docs/documents-to-process#split). Documents can be reset individually from the [Draft Transaction](/doc/docs/draft-transaction-details) or in bulk from the [Documents to Process](/doc/docs/documents-to-process-page) page. > [!NOTE] > **Split can also trigger this reset automatically.** Splitting an already-processed document now performs this same reset automatically as part of the split, removing the need to reset it separately first. Manually resetting a document before splitting it is still fully supported and works exactly as described below. See [Manage Documents in Documents to Process](/doc/docs/manage-documents-in-documents-to-process#split-a-document-in-documents-to-process) and [Draft Transaction Screen](/doc/docs/draft-transaction-details) for where a split is started. --- ## Security **Users must have the following permissions to reset documents:** **Accounting**: - Docs to Process → View Docs to Process Within Accounting - Docs to Process → Edit Docs to Process Documents or **Operations**: - Docs to Process → View Docs to Process Within Document Library - Docs to Process → Edit Docs to Process Documents *Note:* These same permissions are also required when Split automatically triggers this reset on an already-processed document, since Split has no separate permission of its own. These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Reset a Document from the Draft Transaction Screen Follow these steps to reset a document in the [Draft Transaction Screen](/doc/docs/draft-transaction-details): *Click steps to expand for additional information and images.* ****1)** Navigate to the [Documents to Process page](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png) ****2)** Click **Review** in the document row.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ETKVLGSY.png) The [Draft Transaction](/doc/docs/draft-transaction-details) screen will open. ****3)** Click **Actions** to expand the menu**.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IO5ACWKR.png) ****4)** Select **Reset document.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2AGQJO3A.png) ****5)** Click **Reset** in the confirmation window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MZFD8FCN.png) --- ## Reset a Document from the Legacy Draft Transaction Screen Follow these steps to reset a document in the [Legacy Draft Transaction Screen](/doc/docs/draft-transaction-sidesheet): *Click steps to expand for additional information and images.* ****1)** Navigate to the [Documents to Process page](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png) ****2)** Click **Review** in the document row.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L3SZ4S8C.png) The [Draft Transaction sidesheet](/doc/docs/draft-transaction-details) will open. ****3)** Click the **dropdown arrow** next to **Review OCR Mapping.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AASP9OM0.png) ****4)** Click **Reset document.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M9KGYMUN.png) ****5)** Click **Reset** in the confirmation window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FO4ITCLG.png) --- ## Reset Documents in Bulk > [!NOTE] > This option is only available when [Capture AI](/doc/docs/ap-capture-ai) is enabled and all selected documents are in a ‘verification needed’ or ‘review’ status. Follow these steps to reset one or more documents from the bulk edit menu: *Click steps to expand for additional information and images.* ****1)** Navigate to the [Documents to Process page](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png) ****2) Select the documents** to be reset.** The reset option is only available when all selected documents are in a ‘verification needed’ or ‘review’ status. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PYTG30Y8.png) ****3)** Click the reset button ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4PAPI0RE.png).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RO7YI47Y.png) ****4)** Review the confirmation then select **reset.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RYJ26HKV.png) --- ### FAQ #### If splitting a document now resets it automatically, do I still need to use Reset manually? No, not for splitting specifically — [Split](/doc/docs/manage-documents-in-documents-to-process#split-a-document-in-documents-to-process) now performs this same reset automatically as part of the split. Use Reset manually if you want to review a document in Waiting status, or reprocess it, without also splitting it. #### Does resetting a document delete the transaction I already created from it? Resetting deletes the [draft transaction](/doc/docs/draft-transaction-details) and its OCR mapping, and returns the document to a waiting status. If the document had already been turned into a finalized transaction (not just a draft), resetting the document does not affect that finalized record. Access rights granted to users or user roles that dictate what actions they can perform within the system.