Dashboard Overview

The Flint dashboard is your central hub for managing document processing, monitoring workflows, and analyzing performance.

Located on the left sidebar:

Home - Dashboard overview
Documents - Document management
Workflows - Automation workflows
Integrations - Connected systems
Analytics - Reports and insights
Settings - Account configuration

Quick Actions

Top navigation bar:

Upload Document - Quick upload button
Search - Global search (Ctrl/Cmd + K)
Notifications - Alert center
Help - Documentation and support
Profile - Account settings

Home Dashboard

Key Metrics

Real-time performance indicators:

Documents Today - Processing volume
Success Rate - Completion percentage
Average Time - Processing speed
Active Workflows - Running automations

Activity Feed

Recent system activity:

Document completions
Validation errors
Workflow triggers
Integration events
User actions

Quick Stats

Visual representations:

Processing trend graph
Document type breakdown
Error rate chart
User activity heatmap

Document Management

Document List View

Columns

Customizable data display:

Document ID
Type
Status
Created date
Processing time
Confidence score
Actions

Filtering Options

Status - Processing, Completed, Failed
Type - Invoice, BOL, Packing List, etc.
Date Range - Custom period selection
Customer/Vendor - Specific parties
Confidence - Score thresholds

Bulk Actions

Select multiple documents:

Reprocess
Export data
Download originals
Delete
Change workflow

Document Detail View

Document Preview

Original document viewer
Zoom and rotate controls
Multi-page navigation
Download option

Extracted Data

Field-by-field display
Confidence indicators
Edit capabilities
Validation status

Processing History

Complete audit trail:

Upload timestamp
Processing steps
Validation results
Integration status
User modifications

Actions Panel

Available operations:

Edit extracted data
Reprocess document
Send to integration
Download data
Share document

Workflow Management

Workflow List

All configured workflows:

Name and description
Status (Active/Inactive)
Last run time
Success rate
Edit/Delete options

Workflow Editor

Visual workflow builder:

Drag-and-drop interface
Component library
Connection lines
Property panels
Test mode

Workflow Monitoring

Real-time execution view:

Currently running workflows
Queue depth
Processing speed
Error notifications
Performance metrics

Search Functionality

Global Search

Search across all data:

Documents
Extracted fields
Workflow names
Integration logs
User activities

Advanced Search

Complex queries:

type:invoice AND status:completed
AND amount:>10000
AND date:[2024-01-01 TO 2024-01-31]

Document properties
Metadata fields
Custom attributes
Date ranges
User actions

Saved Searches

Save frequent queries
Share with team
Set as default view
Export results

User Interface Features

Customization

Dashboard Layout

Drag to rearrange widgets
Resize components
Add/remove widgets
Save layouts

Theme Options

Light/Dark mode
Color schemes
Font sizes
Compact/Comfortable view

Language Support

15+ languages available
Automatic detection
User preference
Date/number formatting

Keyboard Shortcuts

Shortcut	Action
`Ctrl/Cmd + K`	Global search
`Ctrl/Cmd + U`	Upload document
`Ctrl/Cmd + S`	Save changes
`Ctrl/Cmd + Z`	Undo
`Ctrl/Cmd + /`	Help menu
`Esc`	Close modal
`?`	Keyboard shortcuts

Accessibility Features

Screen reader support
High contrast mode
Keyboard navigation
Focus indicators
ARIA labels

Mobile Experience

Responsive Design

Optimized for all devices:

Tablets
Smartphones
Touch interactions
Gesture support

Mobile App

Native applications:

iOS App Store
Google Play Store
Push notifications
Offline viewing
Camera scanning

Mobile Features

Document upload via camera
Approval on-the-go
Quick status checks
Notification management
Basic editing

Collaboration Features

Comments & Notes

Add comments to documents
@mention team members
Thread discussions
Activity tracking

Share document links
Set permissions
Expiration dates
Password protection

Team Activity

See who's online
Recent actions
Shared workflows
Team analytics

Performance Optimization

Loading Speed

Lazy loading
Data pagination
Image optimization
Cache management

Data Management

Auto-save drafts
Batch operations
Background processing
Queue prioritization

Tips & Best Practices

Dashboard Usage

Customize your view - Arrange widgets for your workflow
Use filters - Save common filter combinations
Keyboard shortcuts - Learn shortcuts for efficiency
Pin important items - Keep frequently used items accessible
Regular cleanup - Archive old documents

Productivity Tips

Set up email notifications for critical events
Use bulk actions for repetitive tasks
Create dashboard bookmarks
Export reports regularly
Utilize quick search

Troubleshooting

Clear browser cache for performance issues
Check notification settings if missing alerts
Verify permissions for access issues
Contact support for persistent problems

Dashboard Overview

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