Managing Data

Editing extracted values

Click any cell in the Document Inbox table to edit its value. Changes are saved automatically. Editing a value does not trigger reprocessing — only the value you changed is updated.

Exporting to CSV

Click Export in the Document Inbox toolbar to download a CSV of the currently visible documents. The export respects any active filters and sort order.

To export all documents regardless of filters, clear all filters first, then export.

Batch export

Select multiple documents using the checkbox column, then click Batch Export to export only the selected rows. Useful when exporting a specific subset of documents.

Deleting documents

Select documents in the inbox and click Delete. Deletion is permanent and cannot be undone. The original file is also removed if document retention is set to manual deletion in your parser settings.

Document retention

Configure how long documents are kept in Parser Settings → Document Retention. Choose to keep files forever or auto-delete after a specified number of days. Extracted data is always retained unless you manually delete the document record.