Document Inbox

The document inbox holds documents that have been uploaded or scanned but haven't been fully assigned or reviewed yet. It acts as a staging area where you can review AI-extracted data and assign documents to the right horses.

How Documents End Up in the Inbox

Documents appear in the inbox when:

• You upload a document through Smart Upload and the AI extracts data but the document hasn't been assigned to a horse yet
• A bulk upload creates multiple document records that need individual review
• A document is uploaded without specifying a horse

Reviewing Documents

Each document in the inbox shows:

• Document type — what the AI classified it as (or what you manually selected)
• Extracted fields — key information pulled from the document (dates, names, numbers)
• Confidence level — how confident the AI is in its classification and extraction
• Preview — a thumbnail of the uploaded file

Click on a document to see the full extracted data alongside the original file.

Assigning to a Horse

To move a document out of the inbox:

1. Open the document from the inbox
2. Review the extracted information and correct anything that needs fixing
3. Select the horse to associate the document with (or choose Farm-level for documents not tied to a specific horse)
4. Click Assign to finalize

Bulk Review

If you have several documents in the inbox, you can work through them one by one. Each time you assign a document, the next unreviewed document opens automatically so you can move through the queue efficiently.

Dismissing Documents

If a document was uploaded by mistake or isn't needed, you can dismiss it from the inbox. Dismissed documents are removed from the queue but the uploaded file is not deleted — you can find it again in the documents hub if needed.