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 FieldBar

Text

input field (gray background).
• Displays document name with file format in parentheses
• Editable:Appearence: Yes,Gray whenhorizontal Editbar modebelow isthe active
  title

Purpose: Primary identifier showing the document name and file type at a glance.

Section: Attachments

List

Purpose: Shows allthe filessource file(s) associated with this document entry.

File Entry Components:

• AvailableFile Actions:Icon:
  Document type indicator (PDF, Word, etc.)
  • DownloadFile Name: Clickable blue link to download/view the file
  • DeleteFile Size: Size of the attachment
  • ViewDate: fileUpload propertiesor 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: ParsedDocument Document

  Details

  This section containsdisplays metadata extractedabout andthe generateddocument, duringorganized documentin processing.a two-column layout. Visual Style: Yellow/cream colored header bar with "Document Details" title

  Project*Fields (Required Field)Overview:

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

    Short Name

    Purpose:Name: Brief identifier for quick document recognition

  Document Date: Date associated with the document content

  File Name*Type: File format extension (Required)

  required)
  • Purpose:Processing Status: Current processing state (Completed, Processing, Failed, Pending)
  • File Name Original filename as uploaded

    File Type* (Required)

    required)
  • Purpose: File format extension

    Directory

    Purpose: File path or folder location

    Author

    Purpose: Document creator or source organization

    Full Text Size

    Purpose: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

  MetadataSummary Field

  • Type: Multi-line text display
  • Purpose: GroupsConcise additionalAI-generated 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 summaryoverview of the document's content

  Facts

  • Auto-generated: Yes, during document processing

  Purpose:Content Includes:

  List
  with
  • Document atype summaryidentification
  • Key purpose and function
  • Main parties or entities involved
  • Primary subject matter
  • Important context or background

  "more...":

  • Located at the end of the mainsummary pointstext
  of
  • Click to expand and view the document

    Full Text

    Purpose: The full textsummary

  of
  • Useful thefor document
    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 sectionheader bar with "More Details" title. Click the hamburger menu icon (≡) on the right to toggletitle

  Id*

  (Required)

• Purpose:Id: Unique system identifier for this document record

  Created

  (required,

  auto-generated)

• Purpose:Created: WhenDate 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

• Purpose:Type: LastDate
modification
• Format: date
  MM/DD/YYYY
• Updates when:
  • Metadata is edited
  • Attachments are added/removed
  • Document is reprocessed

Created By*By (Required)

• Type: Text (username)
• Auto-generated: Yes, based on logged-in user

Purpose:Comments

• Type: UserMulti-line whotext createdfield
the document record

Comments

• Purpose: Free-form notes about the document

• Usage:
  • Document notes and observations
  • Processing issues or special handling
  • Review comments
  • Team communication