Organizing Documents

Organizing Documents

TalkDoc provides multiple ways to organize and find your documents on the home screen.

Three Sort Modes

You can switch between three different sorting options to view your documents in the way that works best for you:

Recent

Sort documents by the date they were created or last modified. Your most recent documents appear at the top of the list.

• Best for: Finding documents you’ve been working on lately
• Use when: You need quick access to recent work

Type

Group and sort documents by their document type (e.g., Field Reports, Inspections, Medical Notes, etc.).

• Best for: Finding all documents of a specific category
• Use when: You’re organizing by workflow or professional context

Status

Group documents by their current status, making it easy to see what needs attention or what’s been completed.

• Document statuses include:

  • Draft: Document created but not yet processed
  • Recorded: Voice recording completed, awaiting processing
  • Processing: Document is being generated
  • Complete: Document fully generated and ready to use
  • Failed: Generation failed; may need to retry

• Best for: Managing workflow stages and incomplete items

• Use when: You need to focus on documents in a specific stage

Section Grouping

Within each sort mode, documents are organized into logical sections based on the sorting criteria. Sections help group related documents together for easier browsing.

Document Status Badges

Each document displays a status badge indicating its current state:

• Draft: The document has been created but voice recording hasn’t been completed
• Recorded: You’ve finished recording, and the document is in the processing queue
• Processing: TalkDoc’s AI is actively generating your document
• Complete: The document has been fully generated and is ready to edit and share
• Failed: The generation process encountered an error; consider retrying the generation

Monitor these status badges to track where each document stands in the creation process.