Quick-Filter Cards
Four stat cards run across the top of the Inbox. Each card shows a live count and acts as a single-click filter, clicking a card instantly narrows the document list below to that category.Awaiting Review
Your primary to-do list. These are documents the AI has finished processing but flagged for a human decision, typically due to a quantity discrepancy, a low-confidence extraction, or an unmatched PO. Start here every morning.
In Queue
Documents the AI pipeline is actively working through right now. These are not yet ready for review. If this number stays unexpectedly high for an extended period, check with your administrator for pipeline issues.
Approved Today
Documents that have been approved and had their goods receipts written back to your ERP in the last 24 hours, both auto-approved by the AI and manually approved by a reviewer. Use this as a quick daily throughput gauge.
Total Documents
The count of all documents in the system regardless of status. Clicking this card clears all active filters and search terms, returning the list to its default unfiltered view.
Filtering and Search
When you need more precision than the quick-filter cards offer, use the status chips and search bar to zero in on specific documents.Status Filter Chips
A row of filter chips sits above the document list. Click any chip to show only documents in that state. The available statuses are:
Only one chip can be active at a time. Click All to clear the filter.
Search Bar
The search bar performs a client-side search across the filenames of all documents currently loaded in the list. Type any part of a filename to narrow results instantly, no page reload required. Combine the search bar with an active status chip to find, for example, a specific vendor’s file among all your Needs Review documents.Reading the Document List
Each row in the document list represents one uploaded file. The columns give you the context to prioritize and triage without opening every document individually.Click any row to open the full Document Details page for that document, where you can inspect extracted data, review the AI’s matching results, and make an approve or reject decision.