The document list is the central element in the document study — you find it in the panel labelled "Document storage" in the app. It shows all documents of a case and offers various ways to navigate and organize. Alongside the document list, you have the CasePilot (AI chat for the entire case) and the DocPilot (AI chat for the selected document) as complementary panels.
View modes
Open the "..." menu above the document list and choose Document list view to switch between:
Standard — the card view with document details
Minimal — compact list with fewer details
Preview — preview images of the first page of each document
Summary — shows the AI-generated summary directly in the list (when summaries are enabled in your workspace)
In the same menu, Visible document data controls which details the cards show.
Structure of the document list
Depending on the view mode, each document in the list shows at a glance:
Document type — icon and color indicate the classification
Title — the recognized or assigned document title
Document date — when the document is dated
Receipt date — when the document was received
Page count — how many pages the document has
Issuer — who issued the document
Summary — an AI-generated short summary of the content (depending on view mode)
Dossier and document type chips
Depending on the selected view mode and your settings, chips for the related dossier and document type may appear under a document. You can use these chips to quickly filter for similar documents.
A document may additionally carry the orange «Match in duplicate» marker when it appears in the list only via a hidden duplicate. More on this in the article on duplicate detection.
Read/unread status
Each uploaded document is marked as unread by default. The read status is shown by the small circle to the left of the document title:
Filled, blue — the document is unread
Filled, gray — the document is partially read (opened, but not every page yet)
Outlined — the document has been fully read
Click the circle to mark a document as read or unread (or press r). The Unread filter in the More section of the filter sidebar restricts the list to unread documents — and offers "Mark all as read" with one click.
Open document
Click a document in the list to open it in the PDF viewer. The selected document is highlighted in the list. At the bottom of the list, an "End of list — back to first document" bar takes you straight back to the top — handy after you've paged through to the end.
Actions per document
Three-dot menu
Through the context menu (three-dot menu) of a document, you have the following options — the correction actions are grouped in it under the "Solve issues" heading:
Change document type — adjust the document’s classification
Customize labels — add or remove labels (this entry only appears when the case already has labels)
Add missing document data — add metadata like date or issuer. You can also edit title, document date, sender, company, and specialist title directly by double-clicking the corresponding field in the document list.
Connect to previous document — merge the document with the one above
Mark duplicates of this document — identify identical documents in the case
Show source file — view the originally uploaded file
Hover actions
When you hover over a document row, additional actions appear:
Mark as important document (star icon) — mark or unmark the document as important
Move to trash (trash icon) — move the document to the trash. A document deleted this way can be restored anytime; it stays in the trash permanently and is not removed automatically. When a document can no longer be restored is explained in the article Document study: Organizing documents.
Sort documents
The sort icon is located on the right in the filter bar above the document list — at the far right next to the filter chips. The current sort criterion is shown as a tooltip when you hover over it.
Clicking the icon opens a menu with all available sorting options:
Option | Description |
Document date (oldest first) | Sorts by the document’s date, oldest documents first |
Document date (newest first) | Sorts by the document’s date, newest documents first |
Receipt date (oldest first) | Sorts by the date the document was received, oldest first |
Receipt date (newest first) | Sorts by the date the document was received, newest first |
Original order (as in the source file) | Keeps the order in which the documents appeared in the uploaded files |
Title A-Z | Alphabetically ascending by document title |
Title Z-A | Alphabetically descending by document title |
If your workspace shows titles from a connected source system, the title options sort by whichever title variant you have chosen to display.
Document date vs. receipt date
When sorting by date, two different date values are available:
Document date — the date shown on the document itself, i.e., when it was issued or created. This date is recognized by AI from the document content.
Receipt date — the date the document was received in the case, i.e., when the source file was uploaded.
The selected sorting is saved automatically and restored on your next visit.
Keyboard shortcuts
You can work the document list entirely from the keyboard:
↑ / ↓ — Previous / next document
Shift + ↑ / Shift + ↓ — Previous / next unread document
r — Mark as read / unread
Shift + R — Mark all as read
w — Mark as important
u — Show only unread
s — Open the sort menu
t — Jump into the document-type list
x — Clear all filters
Tip: see the full list and the shortcuts for other views in the article Personal settings: Keyboard shortcuts.