Use the documents library

Select Documents in the sidebar to open your company's documents library. The figures at the top show how many documents you have, how many are ready, still processing or failed, how many are waiting to be imported, and how much storage they use.

Add documents

Upload files

Select Upload, or drag files onto the drop area on the page.

• You can upload up to 10 files at a time, each up to 25 MB.
• Supported files include PDF, Word, Excel, CSV and images.

Files you attach in the AI assistant chat are added to the library too.

Create a document in the editor

Select New and choose New PDF doc, New Word doc or New Markdown doc. Give the document a name, write it in the editor — with headings, lists, tables, links, colors and more — and select Save & close. You can change the format while you edit.

To change a document created this way later, choose Edit content from its menu.

Documents RushHour adds for you

When RushHour generates certain documents — for example an invoice, a bill of lading, labels, a quote or an order sheet — a copy is saved to the library automatically. These documents are marked as system-generated, and their details show which record they were generated from and when they were sent.

What happens after an upload

Every new document is processed in the background. Its Status moves through these stages:

Status	Meaning
Uploaded	The file has arrived and is waiting to be processed.
Processing	RushHour is reading the file.
Ready	The text has been extracted, and the document has a type, a summary, and suggested categories and tags.
Failed	The file couldn't be processed. Hover over the status to see why, and use Reprocess to try again.

RushHour suggests one of these document types: Order Sheet, Manifest, Packing List, Purchase Order, Price Sheet, Shipping Document, Invoice, Customer Document or Other. Documents written in the editor have the type Created in editor.

A Needs review badge means the reading didn't go well — for example the type couldn't be recognised or no text was found. Open Edit extracted text to correct the text; RushHour uses your correction for search and imports.

Find documents

Use the search box at the top of the page to search by document name, tags, categories and summary. Tick Search in content to search the text inside the documents as well.

Narrow the list with the filters:

Filter	What it does
Categories, Tags	Documents with the categories or tags you pick.
Document types	Documents of the chosen types.
Status	Uploaded, Processing, Ready or Failed.
Source	Where the document came from — for example uploaded on the Documents page, attached in the AI assistant chat, or generated by RushHour.
Date range	When the document was added.
Archived	Shows archived documents.
Needs import	Ready documents of a type that can be imported and haven't been imported yet. See Import documents with AI.
Needs review	Documents whose reading needs checking.

Views

• Switch between Table and Cards. Cards group documents into folders by category.
• In the table, use Columns to show or hide columns.
• To keep a combination of filters and search, select Save view and give it a name. Saved views and column choices are stored in your browser.

You can also ask the AI assistant to find a document for you.

Work with a document

Open a document's menu to see what you can do with it:

Action	What it does
Details	Opens a side panel with the AI summary, source, size, number of pages, upload date, tags and categories, the extracted content, linked records, the activity history and, for generated documents, where they came from and when they were sent.
Preview	Shows PDFs, images and other supported files in the browser, with a link to download the original.
Print	Prints the document, where the file type allows it.
Send by email	Emails the document as an attachment. Enter one or more recipients, optional Cc, a subject and an optional message.
Import with AI	Imports records from the document. See Import documents with AI.
Rename, Edit tags, Edit categories	Keeps the library organized.
Edit extracted text	Corrects the text RushHour read from the file.
Archive / Unarchive	Hides a document from the normal list without deleting it, or brings it back.
Reprocess	Reads the file again.
Delete	Removes the document permanently. This can't be undone.

Linked records lists the orders, customers, quotes, invoices and other records connected to the document — for example records created by an import — with links to open them.

Work with several documents

Select documents in the table to act on all of them at once:

• Archive or Unarchive.
• Tags — add or remove tags on every selected document.
• Set categories — replace the categories of every selected document.
• Compare — with exactly two documents selected, shows the lines added and removed between their texts.
• Delete — removes the selected documents permanently.

Bulk actions require the Manage documents (edit/archive/delete) permission.