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