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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 Field Text input field (gray background). Displays document name with file format in parentheses Editable: Yes, when Edit mode is active

Attachments List Shows all files associated with this document entry.

File Entry Components:

  • Available Actions:
    • Download file
    • Delete attachment
    • View file properties

Section: Parsed Document

This section contains metadata extracted and generated during document processing.

Project* (Required Field)

Purpose: Shows which project this document belongs to. Navigates to the project

Short Name

Purpose: Brief identifier for quick document recognition

File Name* (Required)

Purpose: Original filename as uploaded

File Type* (Required)

Purpose: File format extension

Directory

Purpose: File path or folder location

Author

Purpose: Document creator or source organization

Full Text Size

Purpose: Size of extracted text content in characters

Metadata

Purpose: Groups additional metadata fields below

Source Att Id

Purpose: Unique identifier for the source attachment

Att Id

Purpose: Alternative attachment identifier

Source

Purpose: Source system or import identifier

Version

Purpose: Document version number

Excluded*

Purpose: Indicates that a document is attached but manually excluded from AI processing and results.

Document Date

Purpose: Document creation date

Document Category

Purpose: Document type/classification.

Summary

Purpose: Сoncise summary of the document's content

Facts

Purpose: List with a summary of the main points of the document

Full Text

Purpose: The full text of the document

Section: More Details

Blue collapsible section with "More Details" title. Click the hamburger menu icon (≡) on the right to toggle

Id* (Required)

Purpose: Unique system identifier for this document record

Created

Purpose: When the document record was created in the system

Last Updated

Purpose: Last modification date

Updates when:

  • Metadata is edited
  • Attachments are added/removed
  • Document is reprocessed

Created By* (Required)

Purpose: User who created the document record

Comments

Purpose: Free-form notes about the document

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