Navigating Tofu with Smart Search
Step 1: Access the Search Bar
Hover your mouse over the search bar at the top of the app.
Click on it to see the available actions for the current page.
Step 2: Search and Navigate
Type the action or page you want to access (e.g., “Organization Settings”).
Click the suggested option to go directly to that page.
Step 3: Toggle the Sidebar
Use the search bar to expand or collapse the sidebar for easier navigation.
Ctrl / Cmd + B – Toggle sidebar
Step 4: Change App Theme
Switch between Light, Dark, or System theme directly from the search bar.
Step 5: Entity-Level Actions
Open the search bar at the entity level to manage documents and extractions.
Available actions include:
Select all documents
Select all extractions
Mark all documents as done
Export all extractions
Publish all extractions
Import all extractions
Delete all extractions
💡 Need to delete an entity?
If you need to remove an entity, see How to Delete an Entity in Tofu for step-by-step instructions.
Step 6: Complete Your Workflow
Use the search bar to quickly perform these actions without navigating through multiple menus.
This streamlines your workflow, saves time, and improves efficiency when managing documents and extractions.
Keyboard Shortcuts for Faster Navigation
🧾 Document & Page Viewer
Use these shortcuts while reviewing invoices and other documents:
W – Zoom in
E – Zoom out
R – Rotate clockwise
Q – Reset view
A – Jump to first page
S – Jump to last page
D – Previous page
F – Next page
C – Toggle “Center to extracted field”
V – Toggle highlights (bounding boxes)
🧩 Form Fields
Speed up data entry and validation:
Tab / Enter – Accept date suggestion
Tab – Move to next field
Shift + Tab – Move to previous field
Arrow Up / Arrow Down – Disabled in numeric fields to prevent accidental changes
📋 Select Fields (Accounts, Tax Rates, etc.)
Work faster with dropdown fields:
Ctrl / Cmd + C – Copy the selected option label
Ctrl / Cmd + V – Paste text to auto-select a matching option (by code, name, or label)
📑 Selecting Documents or Pages
Handle multiple items efficiently:
Shift + Click – Select a range
Ctrl / Cmd + Click – Add or remove individual items
UI Preferences and Display Options
Show or Hide Scroll Bars
You can control whether scroll bars are always visible or hidden:
Go to Account → Preferences
Toggle the Scroll bar visibility setting
This is useful if you prefer a cleaner UI or want clearer visual indicators when reviewing long documents.
Sort Entities Alphabetically
You can enable sorting for entities in the sidebar to make them easier to find.
How it works:
Click the sort icon to toggle between sorting options:
Default – Shows the original entity order (icon shows both ↑↓)
A–Z (ascending) – Sorts entities alphabetically (↓AZ)
Z–A (descending) – Sorts entities in reverse alphabetical order (↑AZ)
Each click cycles through: Default → A–Z → Z–A → Default
💡 Tip: The sort icon updates to reflect the current sorting state, so you can quickly see whether sorting is default, ascending or descending.
Quick Tips:
🔍 Instant Navigation – Type any page or action in Smart Search to jump there immediately
📂 Sidebar Control – Toggle the sidebar to reduce clutter (Ctrl / Cmd + B)
🎨 Theme Switching – Change Light, Dark, or System theme from the search bar
🗂️ Bulk Actions – Select, export, publish, import, or delete all extractions at once (entity level)
⌨️ Keyboard Speed – Use shortcuts to zoom, rotate, and page through documents while reviewing
🧾 Faster Reviews – Toggle highlights and center-to-field to validate extracted data quickly
🧠 Stay in Flow – Combine Smart Search + shortcuts to avoid menu hopping
🧼 Clean UI – Hide or show scroll bars via Account → Preferences → Scrollbar for your preferred layout