> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.goautonomous.io/llms.txt
> Use this file to discover all available pages before exploring further.

# The Flow toolbar

> A quick reference for every button in the Flow toolbar when reviewing a request.

## Overview

When you open a request in Flow, a toolbar appears at the side and top of the interface. It gives you access to document tools, AI assistance, collaboration features, and request management — all without leaving the current screen.

The toolbar is split into two areas:

* **Left/side toolbar** — document interaction and viewing tools.
* **Right toolbar** — request-level actions and panels.

***

## Left toolbar

### Copilot

Opens the AI-powered Copilot panel, which guides you through the extraction review step by step — surfacing each extracted field as a question, flagging warnings, and supporting address verification.

[Read more about Copilot →](/knowledge-base/flow/copilot)

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.57.40.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=05d092df832327e42d58c9ce6ca878f4" alt="Screenshot 2026 05 18 At 10 57 40" width="1916" height="182" data-path="images/Screenshot-2026-05-18-at-10.57.40.png" />
</Frame>

***

### Simulation

Runs a simulation of how the AI would process the current request. Use this to test extraction logic and verify how Go Autonomous would handle the document before confirming.

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.56.44.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=97fa51a72e77222942d0cf661a8e59bf" alt="Screenshot 2026 05 18 At 10 56 44" width="1916" height="182" data-path="images/Screenshot-2026-05-18-at-10.56.44.png" />
</Frame>

***

### Collaboration

Opens the collaboration panel, where you can pin discussion threads to specific parts of the document. Use it to ask questions, flag exceptions, or request clarifications — with @mentions, file attachments, and real-time updates.

[Read more about Collaborations →](/knowledge-base/flow/collaborations)

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.56.08.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=a22b4db903f6c32d3d4f95d1d82213ca" alt="Screenshot 2026 05 18 At 10 56 08" width="1916" height="182" data-path="images/Screenshot-2026-05-18-at-10.56.08.png" />
</Frame>

***

### Table Creation Mode

**Step 1 of the Savvy Tables workflow.** Click and drag on the document to draw table boundaries over unstructured content. Save your tables with **Ctrl+S** or the Save button, with the option to apply the structure to multiple pages.

[Read more about Savvy Tables →](/knowledge-base/flow/savvy-tables)

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.46.01-2.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=9e7c8cef806418e47b1503ba1e94bb07" alt="Screenshot 2026 05 18 At 10 46 01" width="1912" height="182" data-path="images/Screenshot-2026-05-18-at-10.46.01-2.png" />
</Frame>

***

### Table Edition Mode

**Step 2 of the Savvy Tables workflow.** Once tables have been drawn, switch to Table Edition Mode to adjust them — add or remove rows and columns, resize dividers, and fine-tune the structure.

[Read more about Savvy Tables →](https://knowledge.goautonomous.io/knowledge-base/flow/savvy-tables)

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.51.47.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=4c2c93f3e8d7f8d713c67f3400f27731" alt="Screenshot 2026 05 18 At 10 51 47" width="1658" height="588" data-path="images/Screenshot-2026-05-18-at-10.51.47.png" />
</Frame>

***

### Zoom In / Zoom Out

Increase or decrease the document zoom level for better readability. Useful when reviewing dense tables or small text.

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.45.03.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=ed77c6485762320edbbd1ed1aff6a598" alt="Screenshot 2026 05 18 At 10 45 03" width="1912" height="182" data-path="images/Screenshot-2026-05-18-at-10.45.03.png" />
</Frame>

***

### Pan Mode

Switch the cursor to a pan tool, letting you click and drag to scroll around the document freely rather than using the scrollbar.

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.44.05.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=87a48f83d786f1bd53f02fed5bf4efad" alt="Screenshot 2026 05 18 At 10 44 05" width="1912" height="182" data-path="images/Screenshot-2026-05-18-at-10.44.05.png" />
</Frame>

***

### Fit to Screen

Resets the zoom and position so the full document fits within the visible area. Handy after zooming in on a specific section.

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.43.20.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=bc83e912596276de5beaf77a265625a0" alt="Screenshot 2026 05 18 At 10 43 20" width="1912" height="182" data-path="images/Screenshot-2026-05-18-at-10.43.20.png" />
</Frame>

***

### Rotate

Rotates the document view. Use this when an attachment arrives in the wrong orientation.

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.42.32.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=9c3181a0b4bbafdd791a732846445587" alt="Screenshot 2026 05 18 At 10 42 32" width="1912" height="182" data-path="images/Screenshot-2026-05-18-at-10.42.32.png" />
</Frame>

***

### Attachments

Opens a dropdown listing all attachments on the request. Click any attachment to switch to it in the document viewer.

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.40.24.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=d41477fcc1053b69763e8fd21583bedd" alt="Screenshot 2026 05 18 At 10 40 24" width="1912" height="182" data-path="images/Screenshot-2026-05-18-at-10.40.24.png" />
</Frame>

***

### Download

Downloads the currently viewed document attachment to your local machine.

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.39.33.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=2f6bee1f3cf01b6666e55c8838bc5d7e" alt="Screenshot 2026 05 18 At 10 39 33" width="1912" height="182" data-path="images/Screenshot-2026-05-18-at-10.39.33.png" />
</Frame>

***

## Right toolbar

### Product Cart

Opens the product cart panel, where all extracted line items are listed. Review, edit, and manage product lines here before confirming the request.

[Read more about the Product Cart →](/knowledge-base/flow/product-cart)

***

### History

Opens the full audit trail for the request — every change, who made it, and when. You can also revert individual changes or restore deleted lines from here.

[Read more about History →](/knowledge-base/flow/history)

<Frame>
  <img src="https://mintcdn.com/goautonomous/x66bEBaicnTIqjSo/images/Screenshot-2026-05-18-at-10.38.08.png?fit=max&auto=format&n=x66bEBaicnTIqjSo&q=85&s=075f76121dc6c0404cd9cc7bb34e72f0" alt="Screenshot 2026 05 18 At 10 38 08" title="Screenshot 2026 05 18 At 10 38 08" className="mx-auto" style={{ width:"53%" }} width="1122" height="1320" data-path="images/Screenshot-2026-05-18-at-10.38.08.png" />
</Frame>

***

### Search

Opens an in-document search bar (**Ctrl+F**) so you can find specific text within the current attachment quickly.

***

### Flow Menu (⋮)

The overflow menu contains request-level actions:

* **Activate / Deactivate Copilot** — toggle AI Copilot guidance on or off for this request.
* **Reprocess Request** — re-run AI extraction on the current document. Use this if the original processing missed something or if you've made document changes.
* **View Settings** — open display and configuration settings for the current Flow view.

***

## What's next

* [Review and confirm orders](/knowledge-base/flow/review-and-confirm) for the complete request workflow.
* [Use Savvy Tables](/knowledge-base/flow/savvy-tables) to extract data from unstructured documents.
* [Work with the product cart](/knowledge-base/flow/product-cart) to manage extracted line items.
