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Reviewing documents

Track processing status, open viewers, inspect extracted data, and download generated outputs.

• The Documents page shows all documents for a project, newest first.
• Each row includes a thumbnail or source icon, the filename, file size, created time, page count when available, a status badge, and quick actions.
• Users can open a document row to view the full document page, download the original file when available, and delete documents with a confirmation dialog.

Inside the document viewer

• The top viewer navigation lets you switch between Original, JSON, and CSV & Excel views.
• The viewer automatically refreshes while a document is still processing.
• The sidebar shows file details, processing activity, and download actions once processing completes.
• Completed documents can expose downloads for the original file, JSON export, Excel export, and CSV export depending on what was generated.

Related articles

Getting started

Create your first project, upload a document, review the extracted output, and download the formats you need.

Creating projects

Create projects with dedicated inbound email addresses and isolated document workflows.

Adding documents

Upload files or forward emails and attachments into a project for asynchronous processing.