Interface Overview
When you sign in, you'll land on the Dashboard. The rest of the platform is reached through the sidebar on the left and a header bar at the top.
The sidebar
The sidebar is your main navigation. What you see depends on your permissions (see Roles & Permissions):
- Dashboard - your processing activity at a glance.
- Documents - search, browse, and review processed documents.
- Document Types - define and manage extraction templates.
- Catalogues - manage reusable value lists.
- Batch Jobs - upload documents and track processing jobs.
- Modules
- PDF Merger - combine multiple PDFs into one file.
- PDF Cleanup - remove or rotate pages from a PDF before processing.
- Administration (administrators only)
- Organisations - manage organisations in the system.
- Prompt Rules - manage reusable extraction rules.
- Get Help or Report Issue - opens a support form in a side panel.
At the bottom of the sidebar you'll find an organisation switcher (if you belong to more than one organisation) and a light/dark theme toggle.
Click the small arrow icon at the top of the sidebar, or the rail on its edge, to collapse it down to icons only - useful on smaller screens.
The header
The header at the top of every page shows a sidebar toggle button and your account menu (avatar), where you can manage your profile, switch organisations, and sign out.
The Dashboard
The Dashboard is a summary view of your organisation's document activity:
- Total Documents - the total number of documents ever processed.
- Uploads This Week - how many documents were uploaded in the last 7 days, along with the percentage change compared to the previous week.
- Pending Review - documents that still need someone to check and approve them.
- Exported - how many documents have been exported.
- Upload Activity chart - a 30-day trend of document uploads, so you can see busy periods at a glance.
Dashboard figures refresh automatically; there's no need to manually refresh the page to see updated totals after a batch job finishes.