• Document Details

  The document details page shows the full extracted data, classification, client match status, and any errors for a single document. It opens when you click a row in the Documents list. Header The header shows: Filename — the original filename of the uploaded document Pipeline status badge — the current processing stage or final status Client badge — whether the document has been matched to a client (see Client matching below) Classification tags — the direction, category, kind, variant, and docuFew readers

• Upload Documents

  The Upload page is where you bring documents into TaxLayer manually by selecting or dragging files. It is one of three ways documents can enter TaxLayer — see Other ways to bring documents in below. The upload flow has three steps: Choose your upload mode Select your files Wait for processing to complete. Step 1 — Choose an upload mode The first step asks: "What do you want to do today?" Choose one of the following modes: Quick Invoice Check "Upload invoices and run a fFew readers

• Document List

  The Documents page shows every document that has been brought into TaxLayer across all clients. From here you can filter by status, drill into individual documents, link documents to clients, and delete documents you no longer need. Status filters Five tabs at the top of the page filter the list by processing status. Each tab shows a count of matching documents. All Every document in the system Processing Documents currently being analysed and validated Looks Good Documents that passed all checkFew readers