Manage Documents

Workspace shows every processed document in a table, with details like file name, source module, file type, upload date, and processing status.

Search for a document

Type a file name or file format into the search box. The list filters instantly to matching documents.

TIP

Use clear, descriptive file names when you save documents — it makes them much faster to find later.

Filter the document list

Narrow down the list using any of these filters — combine them for a more precise result:

Filter	What it does
Date	Show documents processed within a start and end date, then click Apply (or Clear to remove the filter)
Module	Show documents from one or more modules, such as Extractor or Mercury
File format	Show documents in one or more output formats, such as XLS, CSV, JSON, XML, or TXT

Select documents

Click a document to select it. To work with several documents at once, select multiple — useful when you want to export or delete a batch together.

Export documents

1. Select the documents you want to export.
2. Click Export.

Regoxa packages the selected documents into a single downloadable ZIP file — a compressed file that bundles multiple files together for easier downloading and sharing.

Delete documents

1. Select the documents you want to remove.
2. Click Delete and confirm.

WARNING

Deleted documents cannot be recovered. Double-check your selection before confirming.

Video demonstration

Watch: Managing and organising documents in Workspace