Filter and manage uploaded files
Magic Upload provides filtering, search, and file management tools to help you stay organized as your document volume grows.
Filter files
Use the column header filters to narrow down the file list:
| Filter | What it does |
|---|---|
| Organisation Name | Show files for specific companies, or filter to "Untagged" to see unassigned files |
| Data Type | Filter by document category (e.g., Bank Statement, Financial Statement) |
| Source | Filter by where the file came from — Magic Upload (web), Gmail, or WhatsApp |
| Uploaded By | Filter by the team member who uploaded the file |
Filters can be combined — for example, show only Gmail-sourced Bank Statements uploaded by a specific user.
Search files
Use the search bar at the top of the Magic Upload drawer to search by organisation name. Type at least 3 characters to see matching results.
File list columns
Each file in the list shows:
| Column | What it shows |
|---|---|
| File Name | Document name with a processing indicator if still being analyzed |
| Organisation Name | The company this file belongs to (clickable to reassign) |
| Data Type | The document category (clickable to reassign) |
| Source | Icon showing WhatsApp, Gmail, or Web upload |
| Uploaded By | Name of the user who uploaded the file |
| Last Updated | Date and time of the last update |
File actions
Click the three-dot menu (...) on any file to access:
- Download — Save the file to your computer
- View — Preview the file inline (PDFs open in a built-in viewer)
- Delete — Remove the file permanently
Pagination
Files are loaded 20 at a time. Scroll down to load more files automatically.
Use the Untagged tab as your daily action queue — it shows exactly which files still need an Organisation Name or Data Type assigned. Once the count reaches zero, all your uploads are fully classified.
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