Mockup · Autodoc Review

Desktop polish + mobile redesign

Same React component (main/src/features/filing/ReviewInbox.jsx) on both viewports. Tailwind breakpoints flip the layout; below 768px the inline folder input becomes a bottom sheet. Desktop fixes apply at all widths.

Desktop · ≥768px

Polished current layout

CRS APP cfo@crsmechanical.net

Autodoc Review

Files the auto-filer flagged as low confidence — pick a folder and file them.

116 to review · 7 filed · 2 ignored
7% done · 9 worked this session
Inbox 116
Recently Filed
Stuck Files
📚
For each file: pick a folder, add a note, then Done — or Ignore

Notes are optional but they train the classifier. Ignore leaves the file where it is and tells the auto-filer to never touch it again (good for personal scans, junk, anything that doesn't belong in CRS auto-filing).

2026-04-28_invoice_Trane_partial.pdf
Vendor invoice 62%

Looks like a Trane invoice but the vendor block on page 1 is partial — name reads as "Tra" with the rest cut off by the scan crop. Job number 25075 visible in the line items.

AI's pick:
Currently at: Scans - Scansnap/2026-04-28_invoice_Trane_partial.pdf
Open in SharePoint →
Source: scanner · 2026-04-28 · ⌘⏎ to confirm
2026-04-30_lien-waiver_unknown-signer.pdf
Lien waiver (from sub) 42%

Conditional waiver on a Trinity Plumbing letterhead, but project field is blank and signature page didn't OCR cleanly. Could be Webster HS or Tulsa Animal — both have Trinity on the sub list.

AI's pick:
Currently at: Scans - Scansnap/2026-04-30_lien-waiver_unknown-signer.pdf
Open in SharePoint →
Optional. Anything you write here gets attached to the correction so we can use it to teach the next pass.
Source: email · ai@crsmechanical.net · 2026-04-30
scan_2026-04-30_15-22.pdf
Unknown 12%

Image-only scan, no extractable text. Filename gives no signal. Could be a personal item or an unlabeled document — needs human classification.

Currently at: Scans - Scansnap/scan_2026-04-30_15-22.pdf
Open in SharePoint →
Source: scanner · 2026-04-30 — pick a folder to enable filing
Just done — 7 this session
2026-04-15_25075_INV-12345_2847.50.pdf Vendors & Subs/Trane/2026 just now
2026-04-22_OVH_INV-12380_125.00.pdf Vendors & Subs/Office Depot/2026 1 min ago
COI_ABC Plumbing_04-2025_04-2026.pdf Insurance/Annual Audit/2026 Audit 2 min
2026-04-30_Webster_lien-waiver_from-Trinity.pdf Job Files/PO 25099 - Webster HS Reno.../05 - Pay Apps 3 min
2026-04-30_pay-app_Webster HS Reno.pdf Job Files/PO 25099 - Webster HS Reno.../05 - Pay Apps 4 min
Ignored — 2 this session
scan_2026-04-29_personal-receipt.pdf · left in place · auto-filer will skip forever just now
scan_2026-04-30_15-22.pdf · left in place · image-only, no doc 5 min
Desktop · "This is wrong" → side sheet (replaces window.prompt)
2026-04-15_25075_INV-12345_2847.50.pdf
Vendors & Subs/Trane/2026
2026-04-22_OVH_INV-12380_125.00.pdf
Vendors & Subs/Office Depot/2026
2026-04-25_25099_INV-9912_412.00.pdf
Vendors & Subs/Trane/2026
Vendor invoice 94%
Mobile · ≤768px · 390×844 (iPhone 15)

Same component, breakpoint-driven

List view
CRS APP cfo

Autodoc Review

Pick a folder and file each one.

119 awaiting review
Inbox 119
Recent
Stuck
2026-04-28_invoice_Trane_partial.pdf
Vendor invoice 62%

Looks like a Trane invoice but the vendor block is partial — reads as "Tra". Job 25075 visible in line items.

AI's pick: Vendors & Subs/Trane/2026
📍 Scans - Scansnap/2026-04-28_invoice_Trane_partial.pdf
Source: scanner · 2026-04-28
2026-04-30_lien-waiver_unknown-signer.pdf
Lien waiver 42%

Trinity Plumbing letterhead, but project field is blank. Could be Webster HS or Tulsa Animal.

AI's pick:
Job Files/PO 25099 - Webster HS Reno.../05 - Pay Apps & Lien Waivers
Source: email · ai@crsmechanical.net
scan_2026-04-30_15-22.pdf
Unknown 12%
"Pick folder & file" tapped → bottom sheet
CRS APP cfo

Autodoc Review

Pick a folder and file each one.

Inbox 119
Recent
Stuck
2026-04-28_invoice_Trane_partial.pdf
Vendor invoice 62%
File this file
2026-04-28_invoice_Trane_partial.pdf
Recent destinations
Or type a folder
📝 Filing note · optional, trains the filer