Storing and managing documents

The folder browser

Browse a project through the folder browser (…/browse): the folder tree on the left (with the Exports, Returned files and Recycle bin areas), the document list on the right — either as a list or as tiles:

Folder browser with the folder tree, document list and status

For each document, the list shows the status of the processing and review chain as a badge: Processing → Ready → Analysed / Analysing → Approved (or Failed in red). Alongside it are counters for pages, redactions, pseudonyms and comments, plus size and date.

Working with the list:

Multiple selection through the checkboxes — “Export selection (n)”, “Move selection (n)” and “Delete selection (n)” then appear in the header bar.
Drag and drop: documents and folders can be moved with the mouse onto folder rows, tree nodes or the “..” row.
New folder and Rename folder through the header bar or the row actions.
The search bar searches the project; the “Filter by stage” filter narrows down to one workflow status.

Deleting moves documents to the recycle bin (…/browse/trash) — there you can restore them or (with the corresponding right) delete them permanently. Locked content (legal hold, a retention period still running, the project policy “Never delete”) blocks deletion; a dialog states the reason.

Uploading documents

“Upload documents” opens the upload area — drag files in or select them with a click (several at once, up to 100 files of at most 500 MB each):

Upload area with the list of files

“Upload all (n)” starts the transfer; each document then goes through processing automatically (conversion into a PDF rendition, text recognition, preview images) — the status in the list updates by itself.