What is a Book

A Book holds all the documents for one deal. Upload the files, parse, and the Book populates with metrics, positions, scores, and income: ready to review, export, or push to your CRM.

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The Books page

The Books page lists every Book in your org with its parse status, creation date, last parsed date, and who created it. Apply tags to organize your pipeline and filter by status, tag, user, or star.

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Create a Book

From the Books page, click New Book.

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Upload documents

Inside the Book, click Upload Documents and add the files.

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Parse

Click Parse to start processing. Parsing runs in the background. Leave the tab and come back when it finishes. Click Stop to cancel a parse in progress. Click the bell icon in the top bar to open Parse History. It shows every parse job across your org: status, document count, page count, transaction count, conversions used, and elapsed time. Reparsing is rarely necessary. Transaction tags, debt positions, and exclusions are all configurable inside the Book without it.

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What happens next

What Pathway extracts depends on what documents are in the Book. Click one of the cards below to see what happens after you parse.