Workspace

Your operational home base — at-a-glance metrics, and a place to organize documents.

Workspace combines two areas, both reachable from the sidebar:

• Home: a dashboard of processing metrics and account activity

• Gallery: a tool for organizing documents into named collections.

This page covers Workspace behavior and access.

Navigate Document AI

• Process documents — use Document Classification, Document Extraction, and Fraud Detection.

• Generate documents — use Document Generation.

• Understand supported schemas — use Document Types.

• Look up terminology — use Glossary for shared Document AI terms, roles, statuses, and workflow language.

Capability	Description
Home metrics	Credit Balance, In-flight, Failed, Avg time, Webhooks, and Docs processed
Credit balance	Available balance, shown as the first metric tile on Home
Date range	Scope Home to a reporting period, and refresh the figures on demand
Active runs / Recent activity	Live view of in-progress runs and recent account activity, with Start extraction when there are none
Pipeline health	Processed/Processing/Pending/Failed counts, extraction queue and webhook progress, processor status
Collection creation	Create a named collection with an optional description and one of 6 colors
Collection hierarchy	Organize a collection into nested directories or books
Document tagging	Tag extraction documents into a collection from the Extractions page
Search	Search collections by name

Home

1. Land on Home — see credit balance, processing metrics, pipeline health, active runs, and recent activity for the account.

2. Jump in — use New Document in the sidebar to start a job, or Start extraction from Active runs. The sidebar's Capabilities and Platform groups reach every other area directly.

Gallery

1. Create a collection — from Gallery, click New Collection. Name it (required), and optionally add a description and pick a color.

2. Organize (optional) — open the collection and click New directory or book to add a nested Directory or Book, each with its own name, description, and color.

3. Tag documents — collections don't have an upload or attach control of their own; documents are tagged into a collection from the Extractions page.

4. Browse — view a collection's contents, filtered by All descendants or Direct only. Each collection card shows its document count and creation date.

5. Edit a collection — open it and click Edit to change its name, description, or color.

6. Remove a collection — open it and click Delete. This deletes immediately with no confirmation prompt.