Managing Data

Document View Tabs

Understanding the different views in the document viewer

Document View Tabs

When you open a document, you'll see tabs at the top that let you view the document in different ways: Data, JSON, Markdown (if enabled), and History.

Where to find tabs

  1. Open a document from the Document Inbox.
  2. In the split view, look for tabs at the top of the right panel: Data, JSON, Markdown (if enabled), History.

Data tab

The Data tab (default) shows your extracted fields and tables in an easy-to-read format. This is where you:

  • View extracted values
  • Edit values by clicking cells
  • Approve or reject documents (if using Reviews & Approvals)

This is the main tab you'll use for reviewing and editing.

JSON tab

The JSON tab shows the raw extracted data in a structured format. This is useful for:

  • Understanding the exact data structure when setting up integrations
  • Debugging extraction issues
  • Seeing how data is organized before it's exported

When to use: If you're connecting to other systems or need to see the exact data format, the JSON tab shows it in a structured way.

Markdown tab

The Markdown tab shows the document converted to markdown text. This tab only appears if Enable markdown parsing is turned on in Parser Settings → Parsing Configuration.

Note: Markdown parsing uses 1 credit per page, so it increases processing costs.

When to use:

  • When you want to view the document as text (without images)
  • When you need to download markdown versions
  • When you want to search text in the document

History tab

The History tab shows a timeline of what happened to the document:

  • When it was uploaded
  • When it was processed
  • When it was approved or rejected
  • When it was assigned or reassigned
  • When it was re-processed
  • Who performed each action

When to use:

  • To see what happened to a document over time
  • To track changes and approvals
  • To debug issues (see when processing failed or succeeded)

Tips

  • Data tab: Use this for everyday review and editing
  • JSON tab: Use when you need the raw data structure
  • Markdown tab: Only available if enabled in settings (costs extra credits)
  • History tab: Check this to see what happened to a document

Next steps

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