Folder Management

Overview

The Documents page is your central file manager for all converted documents. It combines a folder hierarchy with a searchable, filterable document table.

Folders

Creating folders

Click New Folder in the toolbar, enter a name, and click Create. Folders appear as cards in a grid above the document table.

Navigating folders

• Click a folder card to open it and view its contents.
• A breadcrumb trail at the top shows your current location and lets you navigate back to parent folders.
• Click All Documents to return to the root view.

Renaming and deleting folders

Hover over a folder card to reveal rename and delete actions. Deleting a folder does not delete the documents inside it — they move to the root level.

Document table

The document table shows all documents in the current folder with the following columns:

Document statuses

• Uploading — File is being uploaded to storage.
• Processing — AI conversion is in progress.
• Pending Review — Conversion complete, awaiting human review.
• Approved — Document has been reviewed and approved.
• Rejected — Document was rejected during review.
• Failed — Conversion encountered an error.

Searching and filtering

Use the toolbar to find documents:

• Search — Filter by document title.
• Status filter — Show only documents with a specific status.
• File type filter — Filter by format (PDF, Word, Image, etc.).
• Timeline filter — Filter by creation date range.

Moving documents

Move a document to a different folder from its action menu:

1. Click the three-dot menu on a document row.
2. Select Move to....
3. Choose the target folder from the submenu, or select Root to remove it from any folder.

Bulk operations

Select multiple documents using the checkboxes, then use the toolbar buttons:

Bulk download:

• Original files only
• Converted Markdown only
• Both originals and converted files

Bulk delete:

• Delete both original and converted content
• Delete original files only
• Delete converted content only

Individual document actions

From the three-dot menu on any document row:

• View / Edit — Open the document detail and side-by-side editor.
• Move to... — Relocate to another folder.
• Delete Original File — Remove the uploaded file but keep the converted content.
• Delete Converted Content — Remove the Markdown output but keep the original.
• Delete Document — Remove both the original and converted content entirely.