Document Overview

The overview is the main screen of the entire application. It shows documents sorted from newest by upload and loads them fifty at a time.

Columns

• File Name — the name, or custom name, if you have renamed the document. The extension is hidden by default; the full name is in a tooltip. Next to the name is a folder badge, tags, and icons: electronic invoice, mismatched line item totals, webhook status.
• Pages — how many pages were processed, i.e., for how many it was paid.
• Document Type — invoice, credit note, receipt… The tooltip shows the target format, direction, accounting currency, and webhook.
• Status — where the document is in the processing path. The tooltip explains why: which finding sent it for review, or why it failed.
• Created — date and time of upload. The issue date appears only in the document data.
• Actions — send to accounting (and a link to it when the document is already there), tags, and delete.

The folder badge is hidden in the overview narrowed to a single folder. Each row would show the same information and only take up space.

Opening a Document

By clicking on the name. The window opens full screen because the default view is the document next to the data, and in a smaller window, it would result in two unreadable stripes. It can be minimized using the button or Escape, and the choice persists for subsequent documents.

The arrows in the window header navigate through documents in the order they appear in the overview — including activated filters. When you filter to one folder, the arrows will not take you out of it. Next to the arrows, you can see which document you are currently viewing out of the total.

Tabs in the window: Dual View (original on the left, form or data on the right), Details (size, price in credits, retention period, webhook, accounting), Original, Result (file in the target format), and for documents from email or Telegram, a tab with the original message. A document awaiting review additionally has a Review tab.

Loading More

The overview does not load a thousand rows at once. At the bottom, there is a button Load Older and a counter showing how many documents the filter corresponds to in total. That number is from the server, not the loaded portion, so it reflects the truth even with the first fifty rows.

Continuous Refreshing

As long as something is being processed, the overview automatically polls for a new status every three seconds. Once everything is finished, the polling stops to avoid unnecessary data flow in the background.