> ## Documentation Index
> Fetch the complete documentation index at: https://fusiondocs.finchai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Management

> Organizing, viewing, and managing your uploaded documents

# Document Management

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

## Viewing Your Documents

### 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

### Document Preview

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

#### 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

#### 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

<Tip>
  Use the Entities tab to quickly scan a document for key information before generating a report.
</Tip>

## 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

## Document Organization

### 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

### Naming Conventions

Use clear, searchable names for your documents:

| Good Names                              | Why It Works                            |
| --------------------------------------- | --------------------------------------- |
| `Tesla_10K_2025.pdf`                    | Includes company, report type, and year |
| `Industry_Analysis_Semiconductors.docx` | Describes content and sector            |
| `Q4_Earnings_Call_Transcript.txt`       | Identifies document type and period     |

### 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

## 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](/search/searching-documents) for more details on search capabilities.

## Document Actions

### 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)

### 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

### 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

<Warning>
  Deleted documents cannot be recovered. Any reports that reference the deleted document may lose those citations.
</Warning>

## Document Processing

### Understanding Processing States

| State      | Description               | What You Can Do                  |
| ---------- | ------------------------- | -------------------------------- |
| Uploading  | File is being transferred | Wait for upload to complete      |
| Processing | Content is being indexed  | Wait for processing to finish    |
| Ready      | Document is fully indexed | Use in reports and searches      |
| Error      | Processing failed         | Check the document and re-upload |

### 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

## Storage Management

### 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

### 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

<Info>
  Consider exporting important reports before deleting their source documents. Exported reports are standalone files that don't require the original documents.
</Info>

## Best Practices

### Regular Maintenance

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

### 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

### 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

## Troubleshooting

<AccordionGroup>
  <Accordion title="Document is stuck in Processing state">
    Large or complex documents may take longer to process. If processing exceeds 15 minutes, try refreshing the page. If the issue persists, delete and re-upload the document.
  </Accordion>

  <Accordion title="I can't find my document">
    Make sure you're in the correct project. Use the project selector to switch projects and locate your document.
  </Accordion>

  <Accordion title="Document preview is blank">
    The preview may still be loading. If it remains blank, the document may have processing issues. Try downloading it to verify the content, then re-upload if needed.
  </Accordion>

  <Accordion title="Search doesn't find content I know exists">
    Processing must complete before content is searchable. Verify the document status shows "Ready". For scanned PDFs, OCR quality affects searchability.
  </Accordion>
</AccordionGroup>