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Document Management

After uploading documents to your project, Finch Fusion provides tools to organize, view, and manage them effectively.

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Viewing Your Documents

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Document List

All uploaded documents appear in the Documents section of the sidebar. Each entry shows:

• Document name - The filename you uploaded
• Status indicator - Processing state (uploading, processing, ready, error)
• File type icon - Visual indicator of the document format

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Document Preview

Click on any document to view its contents. The document view has two tabs:

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Preview Tab

Shows the rendered document content:

1. Select the document from the sidebar
2. The document preview opens in the main content area
3. Navigate through pages using the page controls
4. Use zoom controls to adjust the view size

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Entities Tab

Shows entities extracted from the document:

• Organizations, people, dates, financial terms, and other entities are highlighted
• Each entity type has a distinct color for easy identification
• Click an entity to see additional details and confidence scores

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Entity Enrichment

Finch Fusion can enrich your documents with entity recognition:

• Entities are automatically extracted during document processing
• Enriched content shows inline highlights for recognized entities
• Hover over an entity to see its type and confidence score
• You can add extracted entities to your knowledge base

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Document Organization

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Project-Based Organization

Documents are organized by project. To keep your documents manageable:

• Create separate projects for different topics or analyses
• Move related documents into the same project
• Use consistent naming conventions within each project

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Naming Conventions

Use clear, searchable names for your documents:

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Managing Large Document Sets

When working with many documents:

• Group related documents by uploading them together
• Use consistent naming to make documents easy to find
• Remove outdated documents to keep the project focused

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Searching Documents

The AI in Finch Fusion can search across all your documents. Use the chat panel to:

• Ask questions about document content
• Find specific information across multiple documents
• Compare information from different sources

See Searching Documents for more details on search capabilities.

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Document Actions

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Viewing Document Details

To see detailed information about a document:

1. Hover over the document in the sidebar
2. Click the menu icon (three dots)
3. Select Details or Info

Details include:

• Original filename
• Upload date
• File size
• Processing status
• Number of pages (for PDFs)

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Downloading Documents

To download a copy of an uploaded document:

1. Open the document menu (three dots)
2. Select Download
3. The file will be downloaded to your computer

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Deleting Documents

To remove a document from your project:

1. Open the document menu (three dots)
2. Select Delete
3. Confirm the deletion when prompted

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Document Processing

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Understanding Processing States

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Re-Processing Documents

If a document didn’t process correctly:

1. Delete the problematic document
2. Verify the original file is readable
3. Upload the document again

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Storage Management

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Checking Storage Usage

Your storage usage is tracked at the account level. To check:

1. Open your account settings
2. View the storage usage section
3. See breakdown by project if available

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Freeing Up Storage

To make room for new documents:

1. Identify projects with outdated or unused documents
2. Delete documents that are no longer needed
3. Remove entire projects that are complete and archived elsewhere

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Best Practices

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Regular Maintenance

• Review documents periodically to remove outdated content
• Archive completed projects by exporting reports
• Keep active projects focused on relevant documents

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Document Freshness

For ongoing research:

• Upload updated versions of documents when available
• Clearly name documents to indicate version or date
• Delete older versions to avoid confusion

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Quality Control

Before relying on documents for reports:

• Verify processing completed successfully
• Spot-check that text was extracted correctly
• Ensure the document content is accurate and current

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Troubleshooting