The document screen has been redesigned to improve organization, user clarity, and alignment with the Facts UI. This initial release focuses on the document table. Key updates include:
Grouped by Status: Documents are now grouped by processing status, making it easier to manage document flow and exceptions. For documents with errors or status warnings, instructions are shown directly—no hover required.
Collapse/Expand All: Groups of documents can be collapsed or expanded to streamline navigation.
Warnings for Specific Document Types: Documents with no facts or those classified as “Agency General” are now flagged with informative warnings. Users can bulk hide them.
Quick Filters with Chips: Users can filter documents using interactive “chips” to narrow down to specific types, warnings, or statuses.
Filter-Aware Viewer: When opening a document, the viewer now respects the filters and order from the document table.
Toggle Display Modes: Users can switch between viewing original file names or display names (e.g., type, subtype).
Group by Type, Date, or Name: Users can organize documents by document type, year, or original filename for faster sorting.
Inline Editing: Documents can be edited directly from the table to update name, type, subtype, date, or color.
Direct Access to Support: If a document shows issues, users can contact CaseScribe support directly from the screen using Intercom.
Please note that document uploading and modal preview behavior remain unchanged in this phase.
If you have questions or feedback, please contact the CaseScribe team.
— The CaseScribe Team