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Core workflows

Your document library

Filter, sort and manage everything you've ingested.

The Library (Documents) is every file you've ingested, with its status and metadata.

Find documents

  1. Open Library from the sidebar.
  2. Filter by filename, project, or status — All / Completed / Processing / Failed / Pending — each with a count.
  3. Sort by filename, status, page count or ingestion date by selecting a column header.
The document library table with filters

Hover a row to preview its first page; select a row to open the document reader.

Work in bulk

Select multiple documents to act on them together from the bar that appears:

  • Move or classify documents.
  • Delete documents you no longer need — you'll confirm first.

Tip: after a big upload, filter to Failed to quickly spot and retry anything that didn't ingest cleanly.