The Explore Row: Vault Tiles

What the Explore row is

The Vault is where every document you send Verinode lands: invoices, certificates, estimates, carrier emails, statements, job exports, and anything else you forward, upload, or paste in. Verinode reads each one, extracts what it can, and files it under the vendor, client, or job it belongs to.

The Vault page has three rows. At the top, The Vault hero panel gives you one number (total documents) plus how much of that intelligence has actually turned into signals versus how much still needs your attention. At the bottom, Most recent is a scrolling row of your last eight uploads. In between sits Explore, six tiles that each summarize one slice of what is sitting in your Vault: Uploads, Tracking, Playlist, Reading, Saved, and Notifications. Every one of these tiles is a door. Click it, and a full-screen drill-in slider opens with the complete table behind that number: every row, every filter, every action.

This article covers what each of the six tiles shows and exactly what opens when you click it.

Where to find it

Open Vault from the sidebar, under My Data (alongside Connect and Forms), at iq.verinode.ai/data. The Explore row sits directly under The Vault hero panel, before the Most recent row of recent uploads.

The six tiles

1. Uploads

What it shows. The total number of documents in your Vault. The line under the number changes depending on what needs doing:

• "N Need Review" if any documents are flagged for review (a vendor, carrier, or job that Verinode couldn't confidently match).
• Otherwise, "N Pending" if documents are still processing.
• Otherwise, "Documents Captured".

Below the number, a segmented bar breaks your documents into three colors: how many fed a signal (green), how many need review (amber), and how many are still pending (neutral gray). This is a health read on the Vault, not just a size, a Vault full of documents that never produced anything is a different situation from one that's actively feeding signals.

What clicking it opens. The Uploads tab of the drill-in slider, the full parsed-documents table. Across the top, a search box ("Search by vendor, carrier, job, or doc type…") plus two dropdowns: All buckets (with Vendors / Clients / Jobs counts) and a document-type filter. The table itself has these columns:

• Source: the vendor, client, or job name (linking through to that entity's page), with the bucket it belongs to underneath.
• Type: the document type as a badge (invoice, estimate, certificate, and so on).
• Amount: the extracted dollar total, right-aligned, or a dash if none was found.
• Processed: the date Verinode read the document.
• Signals: how many signals this document fed, linking to the Signals page, or a dash if it fed none.
• Status: Processed, Pending, or Failed, plus a completeness percentage badge (green at 80% or higher, amber from 40 to 79%, red below 40%). That badge is clickable: it expands a "What we read from this document" panel listing exactly which fields were captured, with buttons to Edit fields yourself or Re-run extraction.

Rows flagged for review show an amber badge ("Assign vendor," "Assign carrier," or "Assign job") that opens a correction panel right there. Each row also has icon actions to view the original file, edit extracted fields, or remove the document, removal asks you to confirm, and warns that any signals sourced from that document are removed with it. You can select multiple rows and remove them together from a floating action bar at the bottom.

Empty state. With fewer than five documents on file, a Connect prompt appears above the table suggesting you link a source. If your filters turn up nothing, the table area reads a headline that builds itself as your data matures, falling back to "Your document intelligence builds as files flow in" when there isn't yet enough to say anything more specific.

2. Tracking

What it shows. How many distinct entities (vendors, clients, and jobs combined) Verinode is actively tracking documents against. The line underneath reads the average extraction completeness across those entities as a percentage ("N% Avg Completeness") when Verinode has enough receipts to compute one, otherwise "Entities Tracked," or "Add Data To Unlock" if nothing is tracked yet. Below the number, a small gauge shows that same average against two bands, green at 80% and above, amber from 40 to 79%, red below 40%.

What clicking it opens. The Tracking tab: one row per tracked entity. The filter bar has a search box, an entity-type dropdown (Vendors / Clients / Jobs with counts), and a completeness dropdown (High 80%+, Medium 40 to 79%, Low under 40%, or No receipt). Columns:

• Entity: the name, linking to that vendor, client, or job page, with a Needs Review tag if applicable.
• Type: Vendor, Client, or Job.
• Docs: how many documents feed this entity.
• Completeness: the percentage pill, or "no receipt" if none exists yet.
• Fields: how many distinct fields have been captured for this entity.
• Signals: how many signals this entity has fed, or a dash if none.
• Last update: how long ago the most recent document landed.

Click any row to expand it and see the actual list of fields Verinode has captured for that entity, plain-language field names as chips, no black box.

Empty state. With no tracked entities at all, it reads "Tracking fills as documents flow in and Verinode extracts fields," with three supporting notes: "Each invoice, certificate, and statement is parsed by capability," "Captured fields stack up per vendor / client / job," and "Click any row to see exactly which fields are tracked." If entities exist but your filters exclude all of them, it reads "No entities match these filters."

3. Playlist

What it shows. How many items you've saved to your audio/video playlist from the Feed. The line underneath reads "N Unlistened" if any are still unplayed, "Queued For Later" if you've listened to everything, or "Save Audio From The Feed" if the list is empty. When there's anything in the playlist, a small dot grid shows the total queued with the still-unlistened ones flagged.

What clicking it opens. The Lists tab of the slider, pre-filtered to Playlist. See the shared Lists layout below.

4. Reading

What it shows. How many articles you've saved to your reading list. The line reads "N Unread" if any are unread, "Queued To Read" once you've caught up, or "Save Articles From The Feed" if empty. A ring chart shows what share of the reading list is already read.

What clicking it opens. The Lists tab, pre-filtered to Reading.

5. Saved

What it shows. How many items you've bookmarked. The line reads "Bookmarked Items" once you have any, or "Bookmark From Any Card" if you don't. Saved items have no read/unread state, so this tile is a plain count with no chart.

What clicking it opens. The Lists tab, pre-filtered to Saved.

The shared Lists tab. Whichever of the three list tiles you click, you land in the same table, just pre-filtered to that list. A search box ("Search by title or source…") sits alongside a list dropdown (All lists / Playlist / Reading / Saved, each with its count) and a read-state dropdown (All / Unread / Read). Columns: a small thumbnail, the Title (linking out to the source if it has one, with the source name underneath), which List it's in, its media Type, how long ago it was Added, and row actions to mark it read, open it, or remove it from the list.

Empty state. With nothing saved at all, it reads "Lists fill as you save items from the feed," with three notes: "Watch a video → it lands in your Playlist," "Save an article → it lands in your Reading List," and "Bookmark anything → it lands in Saved." See the Feed for how items get saved into these lists in the first place.

6. Notifications

What it shows. The number of unread notifications, if any exist, otherwise the total count. The line reads "Unread" (with " · N Scheduled" appended if any are queued for the future) when you have unread notifications, "All Caught Up" if your inbox is clear, or "Alerts Land Here" if you've never had one. When you have any notifications, a segmented bar breaks them into unread (amber), scheduled (steel blue), and read (neutral gray).

What clicking it opens. The Notifications tab, the full inbox. It jumps straight to the Unread filter if you have any unread, otherwise it opens showing everything. The filter bar has a search box, a state dropdown (All states / Unread / Read / Scheduled / Dismissed, each with a count), and a category dropdown. Columns:

• Notification: the title (linking to whatever it's about, if applicable) with a body preview underneath.
• Category: a humanized badge.
• State: Unread, Read, Scheduled, or Dismissed as a colored pill.
• Channel: In-app + Email, or whichever single channel it went out on.
• When: a countdown ("in 2h", "in 3d") for scheduled notifications, otherwise how long ago it arrived.
• Actions: mark as read, open, or dismiss.

Empty state. With no notifications on record, it reads "Notifications appear as Verinode flags things worth your attention," with three notes: "Decision reminders fire when a step is due," "Survey responses ping you when a teammate replies," and "Scheduled emails queue here before they go out."

How a tile and the slider connect

1. 1Click any of the six Explore tiles on the Vault page.
2. 2A drill-in slider opens over the page with four scroll-snap cards: Uploads, Tracking, Lists, Notifications. Whichever tile you clicked, its matching card is the one in front, and (for the three list tiles) already filtered to Playlist, Reading, or Saved.
3. 3Swipe or click between the four cards to move between Uploads, Tracking, Lists, and Notifications without closing the slider.
4. 4Inside any card, use its search box and dropdowns to narrow the table, then act row by row: edit a field, assign a vendor, mark something read, or remove it.
5. 5Close the slider to return to the Vault home page. The tile numbers refresh once the underlying tables change.

Best-practice example

Say the Uploads tile reads "3 Need Review" with a mostly-green segmented bar. Click it, and the slider opens straight to the Uploads table. Filter isn't even necessary, the three amber-badged rows sort near the top. Assign the vendor or job each one is missing directly from the badge, no need to leave the table. Meanwhile the Tracking tile shows a red gauge at 32%, click through, sort by Low completeness, and you'll likely find one or two vendors with a single thin invoice on file, sending one more document from that vendor is usually enough to move both the entity's completeness and the overall average.

Data sources

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