How do I find and manage my documents?

Navigate to Documents from the sidebar or press Ctrl+5. The Documents Library shows all your processed meeting documents with status badges, dates, and quick actions.

Viewing Documents

The documents page shows all your processed meeting documents with:

• Document title or identifier
• Status badge (Draft, Review, Completed)
• Date created/modified
• PII token count
• Associated client name

Actions

• Click a document to open it in the Canvas Editor
• Delete a document using the delete action (with confirmation)
• Export directly from the document list
• New Document button links to Process Transcript to start a new one

Status Filters

Filter the document list by status to find what you're looking for quickly.