How to Use FileQuik
β‘ Quick Start:
Upload a file β Wait for processing (check queue for live updates) β Search it β Done.
β οΈ For best performance, we recommend using a single browser tab while uploading or processing documents. This ensures real-time updates display correctly.
Step 1: π€ Upload a Document
- Go to your Dashboard
- Click Upload Document
- Select a file from your device
- Click Confirm Upload
β οΈ What is checked during upload
- Duplicate file (name or content)
- Supported file format
- File size limits
Use clear filenames like
invoice_march_2026
Step 2: β³ Monitor Processing Progress
After uploading, your document moves through several processing stages automatically.
Live processing updates may include
- Generating preview
- Extracting text
- Extracting metadata
- Generating tags
- Categorizing document
- Finalizing document
- Queued - Waiting for processing to begin
- Processing - Document is currently being analyzed
- Completed - Document is ready and searchable
- Failed - An error occurred during processing
- Unsupported - File type is not supported
π‘ Progress updates happen in real time. Some stages may take longer depending on document complexity and size.
Step 3: π Find Documents
Search using:
Examples
- Document title
- Filename
- Content inside the document
invoice 2024 β finds documents containing both words
- Date range
- User
- Title
π‘ Use multiple keywords for better accuracy.
Step 4: π Document Details
Available actions
- Preview of the file
- File information (name, size, upload date)
- AI-generated tags
- Category classification
- Status (Approved / Pending / Rejected / Archived)
- View OCR text
- View metadata
- Validate document
- Delete document
- Retry processing (if failed)
π¬ You can also leave comments or feedback on documents.
Step 5: π Re-upload a Document
Replace an existing file while keeping its history.
- Open the document details page
- Click Replace File
- Select a new file
- Confirm upload
Important notes
- Re-upload triggers reprocessing (OCR + AI tags reset)
- Status will change to Queued
- Previous history and ownership are preserved
- File integrity is validated automatically
π‘ Your document record stays intactβonly the file content is replaced.
π Dashboard
Your control center for managing documents.
Quick actions
- Upload new documents
- View all documents
Summary: Upload, track, search, and manage all your documents in one place.