You ran an AI Create, and the transaction isn't in your transactions list. Good news first: it almost certainly still exists, and it's waiting for you where the run left it.
The Result Was Never Confirmed
AI Create fills the form and stops — the transaction isn't created until somebody reviews the filled form and clicks [Add Transaction]. A result you started but didn't finish stays in Unassigned, not in your transactions list.
To finish it:
- Click [Unassigned] in the top menu.
- Find the document showing a green folder with a checkmark — that's a result waiting on you.
- Click the green folder to open the filled-in Add Transaction form.
- Review the values, set the status, then click [Add Transaction].
The transaction is created at that moment, with the source document filed on it.
Still Stuck?
If the result isn't in Unassigned either, tell us — send the document's name and roughly when you started the run, and we'll trace it. Please don't re-enter the transaction by hand first; let us look while the trail is fresh.
Learn More
Upload a signed contract and a filled-in transaction comes back — AI Create does the typing, so you review what Pipeline pulled, add what's missing, and save.
Still Have Questions?
Didn't find your answer above? Email us at help@paperlesspipeline.com and we'll help.
