FilrAI Documentation

Document Viewer

The reference for reading documents and working directly with their contents.

Last updated September 18, 2026

Workspace & tabs

The Viewer displays open documents in tabs. Each tab contains a document, with its tools in the toolbar and supporting panels in the sidebar. You can reorder tabs, arrange them by company, or detach a document into a separate window.

Workspace layout

FilrAI Viewer showing company-grouped document tabs, an Alphabet quarterly filing, and the Outline sidebar. — The Viewer with the Outline sidebar open.

Document tabs. Select an open document. Company labels appear above the tabs when company groups are shown.
Toolbar. Access zoom, search, document chat, annotations, and table extraction. Available controls depend on the document.
Sidebar. Switch between Outline, Notes, and XBRL facts.

Working with tabs

Click a tab to select its document, or use ⌃ Tab and ⌃ ⇧ Tab to move between open tabs.

Tabs show the document type and title, with additional labels when space allows. Hover over a tab to see its details without switching documents. Filing tooltips include the company, filing description, form, fiscal period, and filing date when available.

Alphabet document tabs with a tooltip showing the company, filing description, form, fiscal period, and filing date. — Hovering over the 8-K tab shows its details while the 10-Q remains selected.

Drag a tab left or right to change its position. The insertion marker shows where it will move.

Organizing and closing tabs

Right-click a document tab to open its menu.

Arrange Tabs by Company: Reorders tabs by ticker, or company name when no ticker is available. Documents from the same company stay in their existing relative order.
Show Company Groups: Shows or hides the company labels above adjacent tabs. This setting does not rearrange tabs; use Arrange Tabs by Company to bring a company’s documents together.
Close Tab: Closes the tab whose menu you opened. You can also use the tab’s × icon.
Close All Tabs: Closes all documents in the main Viewer workspace.
Detach: Moves the document into a separate window.

To reopen a recently closed document, choose History → Reopen Last Closed Tab from the Mac menu bar, or press ⌘ ⇧ T. See Keyboard shortcuts for the full reference.

Separate windows

Right-click a tab and choose Detach to move its document out of the main workspace. Position the detached window beside the main app or another detached document to read them side by side.

Two detached FilrAI document windows side by side, with an Alphabet quarterly report on the left and an earnings release on the right. — Two detached windows showing a quarterly filing and an earnings release.

To return a detached document to the main workspace, open its More document actions (…) menu and choose Move Back to Viewer. You can also use Viewer → Reattach Active Viewer Tab from the Mac menu bar while that detached window is active.

Keyboard shortcuts

Find, zoom, and switch tabs with familiar Mac and browser shortcuts.

⌘ Command · ⌃ Control · ⇧ Shift

Tabs
Action	Shortcut	When it works
Next Viewer tab	`⌃ Tab`	Switches documents in the main Viewer workspace.
Previous Viewer tab	`⌃ ⇧ Tab`	Switches documents in the main Viewer workspace.
Reopen last closed tab	`⌘ ⇧ T`	Available when a recently closed document can be reopened.

Find & search
Action	Shortcut	When it works
Open Find	`⌘ F`	In the active Viewer.
Next match	`⌘ G`	With an active search; also advances through AI search results.
Previous match	`⌘ ⇧ G`	With an active search.
Next match from the Find field	`Return`	While the Find field is focused.
Get AI search suggestions	`⌘ Return`	Find is open, contains a query, and AI search is available.
Previous / next matching AI suggestion	`↑ / ↓`	The Find field is focused and matching suggestions exist.
Dismiss Find	`Esc`	While the Find popover is open.

Zoom
Action	Shortcut	When it works
Zoom in	`⌘ +`	In the Viewer.
Zoom out	`⌘ −`	In the Viewer.
Reset zoom	`⌘ 0`	Web documents reset to 100%; PDFs return to automatic sizing.

Annotations, extraction & chat
Action	Shortcut	When it works
Create a note from selected text	`⌘ E`	Select text in a document that supports annotations. Unavailable during table selection or extraction.
Cancel table selection	`Esc`	While selecting a table region.
Send a chat message	`Return`	While the chat message field is focused.
Insert a line break in chat	`⇧ Return`	While the chat message field is focused.

Navigation & search

Select Outline in the sidebar and click a section to jump to it. Use Filter sections to narrow the list by heading. This filters the outline, not the document’s contents.

Outline sidebar with a section filter and headings grouped under Part I and Part II. — Outline headings for an Alphabet quarterly filing.

Find in the document

Click the search icon or press ⌘ F. Enter a word or phrase, then use the previous and next controls to move through matches.

Press Return while the Find field is focused, or ⌘ G, for the next match. Press ⌘ ⇧ G for the previous match. Use × to clear the search or Esc to dismiss Find.

Find popover searching for right of use with a 2/4 match counter and a yellow highlight on the matching passage in an Apple filing. — Find shows the current match in the document.

AI search suggestions

Enter a query in Find, then click the sparkles icon or press ⌘ Return to generate alternative search terms, such as abbreviations or variations in wording. Filr checks each suggested term for matches in the open document.

Suggested term: Select a term to find it in the document. The explanation beneath it describes its relationship to your query.
Match count: The number of matches found for that term in the open document. Suggestions with zero matches are listed separately and cannot be selected.
Confidence: The AI’s confidence that the suggestion is a close alternative to your query. This percentage is not a measure of the accuracy of the filing.
Queue: The number of suggested terms with matches. The previous and next controls move through matches and continue to another suggested term when the current term’s matches are exhausted.

With the Find field focused, use ↑ and ↓ to switch between matching suggestions. See Keyboard shortcuts for the full search reference.

Annotations & notes

Create a note

Select a passage and click the annotation icon or press ⌘ E. Add a note, optionally flag it as important, and save.

Create Note dialog with a passage from Apple’s 10-K, a flag, and a research note about iPhone Pro sales. — Adding a note to a selected passage.

Review saved notes

Saved notes appear in the Notes sidebar. Select a note to return to its passage, or right-click it to edit, flag, or delete it.

Hover over a highlighted passage to read its note in a tooltip.

Apple’s 10-K with highlighted passages, saved annotations, and free notes on modeling assumptions in the Notes sidebar. — Saved annotations and free notes alongside Apple’s 10-K.

Document chat

Ask questions about the open document in Chat. Select a citation under Document sources to jump to the supporting context.

XBRL facts

Select a highlighted value in an XBRL-tagged filing to inspect its concept, labels, fact value, accuracy, unit, period, entity, and dimensions in the XBRL facts sidebar. Use the toggle to show or hide fact highlights.

Apple’s 10-K with highlighted XBRL values and the selected fact’s labels, value, period, unit, and dimensions in the sidebar. — Inspect XBRL facts alongside the filing.

Table extraction & export

Export table

Select Export table to save a table as an Excel workbook. Choose Export as CSV to also save a CSV copy, and Reveal in Finder to locate the exported files.

Extract table

Some tables have missing XBRL data. Use the Extract table icon in the toolbar to select a table region and extract its contents.

Review the extracted table, adjust currency symbols or negative-number formatting, then select Copy TSV to paste directly into a spreadsheet.

Extracted Table preview of Apple’s deferred tax assets and liabilities, with formatting options and Copy TSV. — Review and copy a table extracted from a selected region.

Workspace & tabs #