--- title: Inbox settings description: Inbox is where you can view, edit and manage documents that have been submitted to fileAI.   Definitions Your Inbox is split into 4 sections and documents appear in the respective tabs which reflect t --- [Skip to content](https://help.file.ai/inbox#main-content) English Show submenu for translations [Customer portal](https://customerportal.file.ai/customerportal?hsLang=en) ![fileAI Logo—White.png\]](https://help.file.ai/hs-fs/hubfs/fileAI%20Logo%E2%80%94White.png?height=40&name=fileAI%20Logo%E2%80%94White.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://customerportal.file.ai/customerportal) - Go to bluesheets.io Go to bluesheets.io Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.file.ai/?hsLang=en) 2. [File Inbox](https://help.file.ai/file-inbox?hsLang=en) 3. [Organization Menu](https://help.file.ai/file-inbox?hsLang=en#organization-menu) # Inbox settings **Inbox** is where you can view, edit and manage documents that have been submitted to fileAI.   **Definitions** Your Inbox is split into 4 sections and documents appear in the respective tabs which reflect their statuses, - **Ready For Export (RFE): **Documents that have been successfully processed and ready to be exported - **Action Required (AR): **Documents that require an action from the user (e.g. re-upload of documents, adding of missing fields, deleting of duplicated documents and/or out of scope documents)  - You can still manually input data into these documents and push the document into Ready For Export  - **Processing** is where new documents are waiting to have data extracted - **Archive** is where you can find all of your documents after they have been exported or archived ![](https://help.file.ai/hs-fs/hubfs/image-png-Oct-21-2024-06-01-10-5120-AM.png?width=1877&height=743&name=image-png-Oct-21-2024-06-01-10-5120-AM.png)   **How to view and edit Documents** - All submitted documents will be displayed as rows in the inbox - You can view the extracted data of the submitted document from the Inbox page by clicking on "Edit" – this will bring you to the document's **Header Fields** and **Tables** page ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-02-32-36-3302-AM.png?width=688&height=180&name=image-png-Apr-22-2024-02-32-36-3302-AM.png) ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-02-27-28-3881-AM.png?width=688&height=375&name=image-png-Apr-22-2024-02-27-28-3881-AM.png) ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-02-31-33-8764-AM.png?width=688&height=374&name=image-png-Apr-22-2024-02-31-33-8764-AM.png)   **How to change your Inbox configuration** - Select the **Columns** icon to adjust how you would like to view the columns that are presented in your Inbox  - Select choice of column to be applied to Inbox *Note: Adjustments to the column settings are applied at the user level only and does not apply to the entire organization nor workspace * ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-02-35-49-3535-AM.png?width=688&height=251&name=image-png-Apr-22-2024-02-35-49-3535-AM.png) ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-02-36-45-4253-AM.png?width=688&height=387&name=image-png-Apr-22-2024-02-36-45-4253-AM.png) ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-02-37-41-0582-AM.png?width=688&height=280&name=image-png-Apr-22-2024-02-37-41-0582-AM.png)   **How to search and filter for documents in Inbox** - Select the **Filters** icon to search for documents  - Select choice of filter to apply to Inbox *Note: Adjustments to the column settings are applied at the user level only and does not apply to the entire organization nor workspace * ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-02-41-28-5176-AM.png?width=688&height=263&name=image-png-Apr-22-2024-02-41-28-5176-AM.png) ![](https://help.file.ai/hs-fs/hubfs/image-png-Apr-22-2024-02-42-39-3151-AM.png?width=688&height=386&name=image-png-Apr-22-2024-02-42-39-3151-AM.png) - [Product Release Notes](https://help.file.ai/product-release-notes?hsLang=en#main-content) - [Q3 2024](https://help.file.ai/product-release-notes?hsLang=en#q3-2024) - [FAQs](https://help.file.ai/faqs?hsLang=en) - [Get Started](https://help.file.ai/get-started?hsLang=en#main-content) - [About fileAI](https://help.file.ai/get-started?hsLang=en#about-fileai) - [Login & Account](https://help.file.ai/login-account?hsLang=en#main-content) - [Workspaces](https://help.file.ai/login-account?hsLang=en#workspaces) - [Organizations](https://help.file.ai/login-account?hsLang=en#organizations) - [Billing, subscriptions, payments](https://help.file.ai/login-account?hsLang=en#billing-subscriptions-payments) - [Account errors](https://help.file.ai/login-account?hsLang=en#account-errors) - [Account Deletion](https://help.file.ai/login-account?hsLang=en#account-deletion) - [Uploading Files](https://help.file.ai/uploading-files?hsLang=en#main-content) - [Upload Methods](https://help.file.ai/uploading-files?hsLang=en#upload-methods) - [Common Questions](https://help.file.ai/uploading-files?hsLang=en#common-questions) - [Integration Guides](https://help.file.ai/uploading-files?hsLang=en#integration-guides) - [Mobile App](https://help.file.ai/uploading-files?hsLang=en#mobile-app) - [Processing Files](https://help.file.ai/processing-files?hsLang=en#main-content) - [How documents are processed](https://help.file.ai/processing-files?hsLang=en#how-documents-are-processed) - [Common Questions](https://help.file.ai/processing-files?hsLang=en#common-questions) - [Common Errors](https://help.file.ai/processing-files?hsLang=en#common-errors) - [File Inbox](https://help.file.ai/file-inbox?hsLang=en#main-content) - [Workspace Menu](https://help.file.ai/file-inbox?hsLang=en#workspace-menu) - [Organization Menu](https://help.file.ai/file-inbox?hsLang=en#organization-menu) - [Working with Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#main-content) - [Creating Workflows](https://help.file.ai/working-with-processed-files?hsLang=en#creating-workflows) - [Creating Rules](https://help.file.ai/working-with-processed-files?hsLang=en#creating-rules) - [Error in Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#error-in-processed-files) - [Exporting Files](https://help.file.ai/exporting-files?hsLang=en#main-content) - [Common Questions](https://help.file.ai/exporting-files?hsLang=en#common-questions) - [Exporting to Xero](https://help.file.ai/exporting-files?hsLang=en#exporting-to-xero) - [Xero Export Errors](https://help.file.ai/exporting-files?hsLang=en#xero-export-errors) - [Exporting to QuickBooks](https://help.file.ai/exporting-files?hsLang=en#exporting-to-quickbooks) - [Exporting to Netsuite](https://help.file.ai/exporting-files?hsLang=en#exporting-to-netsuite) - [Exporting to Bukku](https://help.file.ai/exporting-files?hsLang=en#exporting-to-bukku) - [Exporting to Google Sheets](https://help.file.ai/exporting-files?hsLang=en#exporting-to-google-sheets) - [Exporting to third-party tools (via API)](https://help.file.ai/exporting-files?hsLang=en#exporting-to-third-party-tools-via-api) - [Exporting to Zoho Books](https://help.file.ai/exporting-files?hsLang=en#exporting-to-zoho-books) - [For Accountants](https://help.file.ai/for-accountants?hsLang=en#main-content) - [Setting up your firm in fileAI](https://help.file.ai/for-accountants?hsLang=en#setting-up-your-firm-in-fileai) - [Expense Claims](https://help.file.ai/expense-claims?hsLang=en) - [Mobile App](https://help.file.ai/mobile-app?hsLang=en) - [fileForge](https://help.file.ai/fileforge?hsLang=en) # fileAI Last Updated: June 2025 / support@file.ai Copyright © 2026, fileAI