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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 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
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