> For the complete documentation index, see [llms.txt](https://developer.emporix.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developer.emporix.io/document-intake-cockpit/cockpit-views/documents.md).

# Documents

The Documents section lets you browse documents by type, filter by status and assignee, and open a document for review.

Use this view to browse documents of one configured type, filter the list, and open a document for review with **Manage**. Documents come from inbound [Email Inbox](/document-intake-cockpit/cockpit-views/email-inbox.md) or [Upload Document](/document-intake-cockpit/cockpit-views/upload-document.md).

## Document types

Open a type under **Documents** in the side menu. Each type configured in [Document Configuration](/document-intake-cockpit/configuration/document-configuration.md) is its own side-menu item. If no types exist, the menu shows a single **Documents** item. Manage visibility of each type in [Access Configuration](/document-intake-cockpit/configuration/access-configuration.md).

{% hint style="info" %}
Use this view to browse documents of one type. Use [Inbox Queues](/document-intake-cockpit/cockpit-views/inbox-queue.md) when you want an Inbox table with tabs, rather than cards for a single type.
{% endhint %}

## Filters and cards

Filter the documents to narrow down the list:

* **Status** – **All statuses**, or search for one of that type's [State Transition](/document-intake-cockpit/configuration/state-transition.md) names
* **Assignee**
  * **Assigned to me** – documents assigned to you or your groups, plus the direct assignments of people you currently cover through [Substitutions](/document-intake-cockpit/configuration/substitutions.md) (default)
  * **Delegated to me** – documents you cover through [Substitutions](/document-intake-cockpit/configuration/substitutions.md)
  * **All assignees** – documents of this type, regardless of assignee

Use the **Sort** option to order the documents the way you want to display them – **Updated (newest)**, **Updated (oldest)**, **Created (newest)**, or **Created (oldest)**. The default is **Updated (newest)**.

<figure><img src="https://1808414410-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPBaf05o2vgbdikMFDTyz%2Fuploads%2Fgit-blob-8c328e9d21933876643072dbd88c00ad689bedd7%2Fdocument_intake_cockpit_documents_assignee.png?alt=media" alt="Assignee filter with All assignees, Assigned to me, and Delegated to me"><figcaption><p>Assignee filter with Assigned to me, Delegated to me, and All assignees</p></figcaption></figure>

<figure><img src="https://1808414410-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPBaf05o2vgbdikMFDTyz%2Fuploads%2Fgit-blob-054f5dce080a2c8959b316302e52a9c8ff8c6d47%2Fdocument_intake_cockpit_documents_status.png?alt=media" alt="Status filter with All statuses and workflow statuses"><figcaption><p>Status filter with All statuses and this type's workflow statuses</p></figcaption></figure>

{% hint style="info" %}
The list opens on **Assigned to me**, including documents in any status for that assignee. Select **All assignees** to see the full type list.
{% endhint %}

Search the **Assignee** filter to find a person or group. Select **Refresh** to retrieve current documents, and use the pagination controls to move through longer lists.

Each document card shows the following:

* The document name or ID
* The last updated date and time
* The assignee, which can be a person, a group, or **Unassigned**
* An optional **Substituting for** badge with the covered person's name
* A status badge using that type's [State Transition](/document-intake-cockpit/configuration/state-transition.md) label
* **Manage** to open the document

A loading indicator appears while documents are retrieved. If no documents match, change the filters or select **All assignees**. If loading fails, select **Refresh** to retry.

<figure><img src="https://1808414410-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPBaf05o2vgbdikMFDTyz%2Fuploads%2Fgit-blob-acfde577ff97c8b10b519708f2b30c712e80bc37%2Fdocument_intake_cockpit_documents.png?alt=media" alt="Order Intake cards with filters, statuses, assignees, and Manage"><figcaption><p>Order Intake list with Assigned to me, Updated (newest), and Manage on each card</p></figcaption></figure>

## Managing a document

Select **Manage** on a card to open the review workspace. For instructions on reviewing extracted data, fixing validation issues, using automatic matching, and approving or rejecting documents, see [Managing Documents](/document-intake-cockpit/cockpit-views/managing-a-document.md).


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://developer.emporix.io/document-intake-cockpit/cockpit-views/documents.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.