5. Attached documents

5.1 View attached documents
Access: You can access Document Details panel from the Analysis or Sources section. 
 The Document Details View provides comprehensive information about uploaded documents, including metadata, processing status, AI-generated summary, and detailed document analysis. 
 
 
 Panel Structure 
 Document Title Bar 
 
 Displays the document name at the top of the panel 
 Close Button (×): Located in the top-right corner to close the panel 
 
 Document Name Bar 
 
 Displays document name with file format in parentheses 
 Appearence: Gray horizontal bar below the title 
 
 Purpose: Primary identifier showing the document name and file type at a glance. 
 Section: Attachments 
 Purpose: Shows the source file(s) associated with this document entry. 
 File Entry Components: 
 
 File Icon: Document type indicator (PDF, Word, etc.) 
 File Name: Clickable blue link to download/view the file 
 File Size: Size of the attachment 
 Date: Upload or modification date (format: MM/DD/YY) 
 Link Icon: Action icon on the right for additional options 
 
 Available Actions: 
 
 Click file name: Download or view the attachment 
 Click link icon: To delete attachment 
 
 Section: Document Details 
 This section displays metadata about the document, organized in a two-column layout.
 Visual Style: Yellow/cream colored header bar with "Document Details" title 
 Fields Overview: 
 
 Short Name: Brief identifier for quick document recognition 
 Document Date: Date associated with the document content 
 File Type: File format extension (required) 
 Processing Status: Current processing state (Completed, Processing, Failed, Pending) 
 File Name Original filename as uploaded (required) 
 Full Text Size: Size of extracted text content in characters 
 
 Section: Summary 
 This section displays the AI-generated summary of the document content 
 Visual Style: Yellow/cream colored header bar with "Summary" title 
 Summary Field 
 
 Type: Multi-line text display 
 Purpose: Concise AI-generated overview of the document's content 
 Auto-generated: Yes, during document processing 
 
 Content Includes: 
 
 Document type identification 
 Key purpose and function 
 Main parties or entities involved 
 Primary subject matter 
 Important context or background 
 
 "more...": 
 
 Located at the end of the summary text 
 Click to expand and view the full summary 
 Useful for longer documents with detailed summaries 
 
 Section: More Details 
 This section contains system metadata about the document record, as well as AI-extracted detailed content from the document. 
 Visual Style: Blue collapsible header bar with "More Details" title 
 
 Id: Unique system identifier for this document record (required, auto-generated) 
 Created: Date when the document record was created in the system 
 Last Updated: Date of the most recent modification to the record 
 Created By: Username of the person who created the document record (required) 
 Comments Free-form text field for notes about the document 
 
 Field Details: 
 Id (Required) 
 
 Type: Numeric 
 Auto-generated: Yes 
 Immutable: Cannot be changed after creation 
 
 Created 
 
 Type: Date 
 Format: MM/DD/YYYY 
 Auto-generated: Yes 
 
 Last Updated 
 
 Type: Date 
 Format: MM/DD/YYYY 
 Updates when: 
 
 Metadata is edited 
 Attachments are added/removed 
 Document is reprocessed 
 
 
 
 Created By (Required) 
 
 Type: Text (username) 
 Auto-generated: Yes, based on logged-in user 
 
 Comments 
 
 Type: Multi-line text field 
 Purpose: Free-form notes about the document 
 Usage: 
 
 Document notes and observations 
 Processing issues or special handling 
 Review comments 
 Team communication