Managing Data

Viewing Your Data

View and explore your extracted data

Viewing Your Data

Your parser’s Document Inbox is where you see all uploaded documents and their extracted data. You can view them in a document list and a data table, then open any document to see the original file and edit the extracted values.

The Document Inbox layout

On desktop, the Document Inbox has two main parts:

  • LeftDocument list and folders. Use folders to narrow by client or project. Use the status filter (e.g. All, In Review, Processed / Approved) and search to find specific documents.
  • RightData table. One row per document, one column per extracted field (and per table column). Use Search all columns... and Filters to find rows.

Click a document in the list or a row in the table to open a split view: the original file on the left and the extracted fields and tables on the right. You can edit values there.

Document list (left)

Shows all documents for the parser with their name, status, and date. You can:

  • Browse folders – Click Add folder to create folders, or click a folder to show only documents in that folder
  • Filter by status – Use the status dropdown to show only certain documents (e.g. "In Review", "Processed / Approved")
  • Search by name – Type part of a document name to find it quickly

See How to Filter Data for detailed filtering options.

Data table (right)

Shows extracted data in a table format: one row per document, one column per field. You can:

  • Search across columns – Use Search all columns... to find documents by any extracted value
  • Filter by field values – Add filters on specific fields (e.g. "Total Amount > 500")
  • Export data – Click Export Data to download as CSV, Excel, or JSON
  • Bulk actions – Select multiple rows with checkboxes, then use Bulk Actions to export, move, or delete

Columns match your Fields & Tables setup. See How to Filter Data for filtering details and Exporting Data for export options.

Opening a document

  • From the list: Click a document.
  • From the table: Click a row.

The split view opens: original file on the left, extracted data on the right. Use the More (⋮) menu for Export data, Download document, Re-process document, Assign document, and other actions.

Tips

  • Use folders and status to focus on what you need (e.g. “In Review” or a specific client folder).
  • Use Search all columns... when you know a value (e.g. an invoice number) and want to find the row quickly.
  • Filters help when you need rules (e.g. “Total > 500” or “Date in January”).

Next steps

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