The file manager
The file manager displays all documents and folders in a tree structure. You can:- Navigate folders by clicking a folder name to open it and see its contents.
- Open a document by clicking its name. The document opens in a viewer panel on the right side of the screen, with page-level navigation and text highlighting.
- Upload more documents at any time using the upload button in the file manager toolbar or by dragging files directly into the file manager.
The document stats dashboard
Above the file manager, a stats dashboard shows live aggregate information about all documents in the project:| Stat card | What it shows |
|---|---|
| Documents | Total document count, with total page count as a subtitle |
| Pages | Total page count, with average pages per document |
| Doc Status | Percentage of documents that are fully processed, with a breakdown of ready / processing / error counts |
| Page Status | Same breakdown at the individual page level |
| Categories | An interactive pie chart showing documents broken down by category |
| Origins | An interactive pie chart showing documents broken down by their upload source |
Filtering from the dashboard
The stats cards are interactive:- Click a status badge (e.g. the error count) to immediately filter the document list to show only documents with that status.
- Click a category or origin segment in the pie charts to filter the list to documents in that group.
- Click the same item again to clear the filter.
Document status indicators
Each document in the file manager shows a status badge:| Status | Meaning |
|---|---|
| Ready | Fully processed and available for questions, sheets, and reports |
| Processing | Being ingested — text is being extracted and indexed |
| Error | Processing failed; see the document’s actions menu to re-ingest |
Viewing a document
Clicking a document name opens it in the document viewer panel. The viewer supports:- Page navigation — jump to any page in the document.
- Highlighted passages — when accessed from a finding or Q&A citation, the relevant text is highlighted.
Folder actions
Right-click or use the folder actions menu to:- Rename a folder
- Add a description to provide context for your team
- Toggle smart mode — enable AI-managed organisation for the folder’s contents
- Delete a folder and its contents