The Documents tab provides a full file manager for every document in your project. You can browse by folder, view document details, and open documents directly within Daedaline.
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. Supported types include PDFs, Word documents, Excel spreadsheets (
.xlsx, .xls, .xlsm), PowerPoint presentations, plain text, and ZIP archives.
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 adapts to the file type:
PDFs and other documents:
- 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.
Excel spreadsheets:
- Opens in an interactive spreadsheet viewer with full sheet navigation.
- When accessed from a finding or Q&A citation, the viewer scrolls to and selects the specific sheet and cell range the answer was drawn from.
- The viewer is read-only — changes made within it are not saved.
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 intelligent organisation for the folder’s contents
- Delete a folder and its contents
Generating smart folders
If your project has no folders yet, Daedaline can analyse your documents and automatically suggest a folder structure tailored to the project’s content.
From the folder outline panel (when no folders exist):
- The outline panel shows a Generate Smart Folders button below the “add a folder” prompt.
- Click it to start the analysis. The Organizer panel opens automatically and shows a loading state while the AI reviews your documents.
From the Organizer panel (opened via the Organize action on any file):
- If no smart folders exist yet, the panel shows Generate Smart Folders as the primary action.
- If smart folders already exist, the option Generate New Smart Folders is available as a secondary action alongside the standard organizer tools.
Reviewing suggestions
Once generation completes, the Organizer panel switches to a review screen listing the suggested folders. For each suggestion you can:
- Edit the folder name (path) to adjust the structure
- Edit the description to clarify what documents belong there
- Remove a suggestion you don’t want by clicking the trash icon
When you are satisfied, click Create Smart Folders to apply. The folders are created and marked as smart folders automatically. Click Cancel to discard all suggestions without making changes.
Smart folder generation requires at least one processed document in the project. If no suggestions can be generated, Daedaline will display an error message and let you try again.