The Uploads tab: your document table

What the Uploads tab is

Every document Verinode has read for your business, in one table. This is the ledger behind the intelligence: each row is one parsed document, where it came from, what Verinode understood from it, which vendor, client, or job it belongs to, and whether anything needs your attention.

Verinode does not just store your files. It reads each one, classifies it, pulls out the numbers and dates that matter, and files it against the right vendor, client, or job. This tab is where that work is visible and correctable. You are never locked into what an extraction produced: every field can be edited, every wrong match can be reassigned, and every document can be removed.

Where to find it

Open Data from the sidebar (/data). The Data section is a four-card slider: Uploads, Tracking, Lists, and Notifications. Uploads is the first card and the one this article covers. Related concepts live in Connecting your data (how documents get in) and Forwarding documents (email-based ingestion).

The filter bar

Above the table sits a search box and two dropdowns.

• Search, placeholder "Search by vendor, carrier, job, or doc type…". Matches against the source name (vendor, carrier, or job label) and the raw document type. It is a live, client-side filter, no page reload.
• Bucket dropdown: All buckets, Vendors, Clients, Jobs, each with a live count in parentheses, for example "Vendors (12)". Every document belongs to exactly one bucket, matching Verinode's three-bucket data model: everything you upload maps to a vendor relationship, a client/carrier relationship, or a job.
• Type dropdown: All types, plus one entry per document type actually present in your uploads (built from what's in your table, not a fixed list), each shown with a humanized label such as "Invoice," "Renewal notice," "Certificate," "Estimate," "Statement," "Assignment," "Payment notice," "Job export," "Carrier scorecard," "Incident report," or "Other."

Filters combine: picking a bucket and a type and typing a search term narrows to the intersection of all three.

If you have fewer than five documents on file, a Set up email forwarding prompt appears above the table: "Auto-forward vendor invoices, COIs, and scorecards to your intelligence address. Takes 2 minutes," with a Set up button that opens /connect. This is the fastest way to get volume into the table without manual uploads.

The table columns

Reading left to right:

Checkbox. Selects the row for bulk actions. The header checkbox selects or clears every row currently visible under your filters (not your whole document history, just what's on screen).

Source. The vendor, client, or job this document is tied to, as a link back to that section (/vendors, /clients, or /jobs). Underneath, a small gray label reads the bucket: "Vendor," "Client," or "Job." If a document is flagged for review (see below), an amber Assign vendor / Assign carrier / Assign job button sits beside the source name. If Verinode detected a currency conversion, a small badge for that shows here too (see Conversion badge below).

Type. The document type as a pill, for example "Invoice" or "Renewal notice." Always the humanized label, never the raw database value.

Amount. The extracted total, formatted as whole-dollar USD (no cents). A dash means no amount was extracted for that document, which is normal for document types like emails or incident reports that don't carry a dollar figure.

Processed. The date Verinode finished processing the document (month, day, year, U.S. format).

Signals. How many signals this document has fed into your intelligence. A signal is a pattern, anomaly, or benchmark input Verinode derived from something in the document. If the count is greater than zero, it's a clickable link straight to the feed filtered view at /signals. A dash means this document hasn't produced any signals yet, which does not mean anything is wrong with it, plenty of documents (a certificate renewal, a routine statement) simply don't generate a signal.

Status. One of three states, each with its own colored dot:

• Processed (green): extraction finished.
• Pending (amber): still being processed.
• Failed (red): extraction did not complete.

Beside the status dot, when Verinode has an extraction receipt for the document, a small percentage pill shows how completely it read the document: green at 80% and above, amber from 40 to 79%, rose below 40%. Hovering it tells you what it means in plain language: at 80%+, "We captured most of this document. Click to review." From 40 to 79%, "Some fields are missing. Click to review or correct." Below 40%, "We struggled to read this document. Click to correct it." Clicking the pill opens the review panel described below.

Row actions (far right, icon buttons):

• Eye icon, "View original document": opens the source file exactly as it was uploaded, decrypted server-side and streamed to a new tab. Only shows when the document has an attachment on file.
• Pencil icon, "Edit extracted fields": opens the inline edit panel.
• Trash icon, "Remove document": opens an inline delete confirmation.

Needs-review documents

When Verinode auto-creates a vendor, carrier, or job stub from a document it couldn't confidently match to something you already have, that row carries an amber Assign vendor, Assign carrier, or Assign job button next to the source name. Clicking it opens the entity-correction panel inline, in place of the row:

1. 1The panel shows what the document actually said (the raw name or reference it extracted).
2. 2Type in the search box. Verinode searches two pools at once: your existing stack (vendors, carriers, or jobs already on file) and, for vendors and carriers, the global intelligence catalog.
3. 3Pick the correct match from the results, or, for vendors, choose Keep as new vendor if the auto-created entry genuinely is a new vendor.
4. 4Verinode reassigns every document tied to the placeholder, saves an alias so the same raw name auto-matches next time, and (for vendors) refreshes the relationship cost figures from the corrected invoice.

This is also how Verinode learns. Every correction you make here, a vendor reassignment, a document type change, an edited amount, feeds back into the extraction system so future documents from that source are read more accurately the first time.

Reviewing what Verinode read

Clicking the completeness percentage pill (or the row generally, when it isn't a needs-review row) opens a plain-language review panel titled What we read from this document:

• We captured: a comma-separated list of the fields Verinode successfully pulled from the document, humanized (for example "Total Amount, Period Start, Period End" rather than raw column names).
• If some fields didn't come through cleanly, a note reads: "Some fields didn't come through cleanly. Edit the values yourself, or re-run if you've updated the source document."
• If nothing failed outright but the overall read was still low-confidence, a note reads: "Verinode wasn't fully confident on this one. You can correct the fields directly, or re-run extraction."
• Two buttons: Edit fields (opens the inline edit panel, below) and Re-run extraction (re-submits the document to the extraction pipeline, useful after you've replaced the source file with a cleaner copy). If re-running fails, an alert reads "Re-run failed" or "Re-run failed, check your connection."

Editing extracted fields

Clicking the pencil icon opens Edit extracted fields inline, with six correctable inputs:

• Document type, a dropdown of every recognized type.
• Total amount ($), a number field.
• Period start and Period end, date fields (the billing or coverage period the document covers).
• Document date, a date field (the date on the document itself).
• Reference number, free text (invoice number, claim reference, and so on).

Only the fields you actually change are sent as a correction. Saving shows Corrections saved and the table refreshes. Behind the scenes, if you changed the amount on an invoice or renewal notice, Verinode re-syncs the vendor relationship's cost figures so the vendor card reflects the corrected number, not the original misread one. If the document is tied to a job, Verinode also re-checks that job's claim reconciliation, since a corrected figure can change what the job's numbers say.

Currency conversion badge

If a document was billed in a foreign currency, a small badge appears next to the source name showing the converted USD amount with a Confirm button, so you can verify Verinode's conversion is correct before it's used elsewhere. Once confirmed, it shows as a plain "confirmed" note. This feature is still being finished on Verinode's side and doesn't yet appear on live documents; when it does, this is where you'll see and confirm it.

Deleting documents

Single delete: click the trash icon, then confirm in the inline warning: "Remove this document? This will also remove any signals sourced from it. This cannot be undone." Confirming deletes the parsed document row, any signals it produced, and (for uploaded files) the underlying stored file itself, so the document truly leaves your Vault, not just its parsed record. Derived records like the job or vendor it was tied to are left intact; only the document and its direct signals go.

Bulk delete: check multiple rows (or the header checkbox to select everything currently filtered into view), and a floating bar appears at the bottom of the screen: "N documents selected," with Remove selected and Clear buttons. Remove selected runs the same delete behavior across every selected document in one action.

The empty state

When your filters return nothing, or you have no documents at all, the table is replaced by an ambient empty state. By default it reads "Your document intelligence builds as files flow in", with a preview of what's coming:

• Automatic classification, invoices, certs, scorecards
• Entity matching, linked to the right vendor, job, or carrier
• Data extraction, amounts, dates, and terms pulled out
• Signal detection, anomalies flagged automatically
• Full audit trail, every document tracked

If Verinode already knows what matters most to your business from your profile, this copy personalizes to speak to that priority instead of the generic version above.

What Verinode does and doesn't do here

Verinode reads, classifies, and files documents automatically, and shows you exactly what it found so you can verify or correct it. It never silently overwrites a value you've corrected, and it never sells any of this document data to carriers. The Uploads tab is the audit trail: what came in, what Verinode understood, and what you've confirmed or fixed.

Related reading: Connecting your data, Forwarding documents, Clients and carriers, The feed.