View Document Details

See AI extraction results, entity matches, and proposed actions for a document.

Steps

1. Go to "Documents" in the sidebar (/dashboard/documents).
2. Click on any document to open its detail view.
3. View the AI classification (document type and confidence).
4. Review extracted data: vendor, amounts, dates, line items, etc.
5. See entity matches: which clients, projects, or catalog items the document is linked to.
6. Review and act on any pending proposed actions.
7. Use "Reprocess" to re-run the AI pipeline if needed (e.g., after correcting a classification).