Processing Your First Document

This guide walks you through uploading and processing your first document in Muin. You’ll see how AI extracts key information and routes documents for action.

Before You Start

Make sure you have:

A Muin account with document upload access
A document to upload (invoice, contract, receipt, etc.)
Supported format: PDF, PNG, JPG, or DOCX

Step 1: Upload a Document

From the Documents Hub

Navigate to Documents in the sidebar
Click Upload or drag and drop your file
Select a document type (or let Muin detect it)
Click Upload

From Anywhere

Use the command palette:

Press Ctrl+K (or Cmd+K)
Type “upload document”
Select and upload your file

Via Email Forwarding

Forward documents directly:

Go to Settings → Email Forwarding
Copy your unique forwarding address
Forward emails with attachments to that address

Step 2: Watch the Processing

Processing Stages

After upload, watch the document move through stages:

Stage	What Happens	Time
Uploaded	File received	Instant
Analyzing	AI reads the document	5-15 seconds
Extracting	Key data identified	10-30 seconds
Classifying	Document type determined	5 seconds
Complete	Ready for review	—

Real-Time Updates

The document card shows progress:

Status badge updates
Processing percentage
Estimated time remaining

Step 3: Review Extracted Data

Opening the Document

Click the document to open the detail view:

Left panel: Original document viewer
Right panel: Extracted data fields
Top bar: Actions and status

Extracted Fields

Depending on document type, you’ll see:

Invoice:

Field	Example
Vendor	Acme Corporation
Invoice #	INV-2024-0892
Date	January 15, 2026
Due Date	February 14, 2026
Amount	$4,567.89
Line Items	3 items extracted

Contract:

Field	Example
Parties	Your Company, Vendor Name
Effective Date	January 1, 2026
Expiration	December 31, 2026
Value	$50,000
Key Terms	Auto-renewal, 30-day notice

Confidence Scores

Each extracted field shows confidence:

High (green) - Likely correct
Medium (yellow) - Review recommended
Low (red) - Manual entry may be needed

Step 4: Verify and Correct

Editing Extracted Data

Click any field to edit:

Click the field value
Enter the correct value
Press Enter or click away to save

Using Quick Corrections

For common corrections:

Click suggested corrections below low-confidence fields
Use the “Copy from similar” option if available

Marking as Verified

Once you’ve reviewed:

Click Mark as Verified
Document moves to the next stage

Step 5: Route for Action

Automatic Routing

Based on document type and rules, Muin may automatically:

Send invoices for approval
File contracts in the right folder
Create tasks for follow-up
Notify relevant team members

Manual Routing

You can also route manually:

Click Route in the action bar
Choose destination:
- Send for approval
- Assign to team member
- File in specific location
Add notes if needed
Click Route

Step 6: Track the Document

Document Timeline

View the document’s history:

When it was uploaded
Who processed it
Approvals and rejections
Status changes

Finding Your Document

Locate documents easily:

Search: Use the search bar
Filters: Filter by status, type, date
Chat: Ask Muin “show me the Acme invoice”

Understanding Document Types

Supported Types

Type	What’s Extracted
Invoice	Vendor, amounts, dates, line items
Contract	Parties, dates, terms, value
Receipt	Vendor, amount, date, category
W-9	TIN, business name, address
Insurance Certificate	Coverage, dates, carrier
Purchase Order	Items, quantities, prices

Type Detection

Muin automatically detects document type based on:

Document content
Layout patterns
Key phrases

You can override the detected type if needed.

Tips for Better Processing

Document Quality

For best results:

Use clear, readable scans (300 DPI+)
Ensure text is not cut off
Avoid handwritten documents when possible
Use PDF format for multi-page documents

File Naming

While not required, descriptive names help:

Invoice_AcmeCorp_Jan2026.pdf
Contract_MetroSupply_2026.pdf

Batch Uploads

Upload multiple documents at once:

Select multiple files
Or drag a folder
Each processes independently

Common Questions

How long does processing take?

Most documents process in 15-45 seconds. Complex documents with many pages may take up to 2 minutes.

What if extraction is wrong?

Edit any field directly. Your corrections help improve future accuracy.

Can I re-process a document?

Yes. Click Reprocess in the document actions to run extraction again.

What happens to the original file?

The original is preserved. You can always download the source file.

Next Steps

Now that you’ve processed your first document:

Uploading Documents - Advanced upload options
Document Processing - Processing pipeline details
Using Muin Chat - Ask questions about your documents
Building Workflows - Automate document routing