What Is View Mode?
View Mode is a read-only version of your extraction.
It is the default mode for all extractions and allows you to quickly review extracted data before enabling editing.
In View Mode, you can:
Review extracted values
Scroll and inspect the source document
Click highlights to see where values were extracted from
Spot-check totals and line items
In View Mode, you cannot:
Type into fields
Change dropdown selections
Add or remove line items (where applicable)
View Mode helps streamline document review before making corrections.
What Is Edit Mode?
Edit Mode allows you to update and correct extracted data.
In Edit Mode, you can:
Modify field values (e.g., dates, amounts, invoice numbers)
Change dropdown selections (accounts, tax rates, contacts, categories)
Add, remove, or edit line items (depending on extraction type)
Save your changes before marking the extraction Ready or publishing it
Use Edit Mode whenever corrections or adjustments are needed.
How to Switch to Edit Mode
You can enter Edit Mode in either of the following ways:
Option 1: Click Edit
Open the extraction in extraction view.
Click the Edit button.
The page becomes editable.
Option 2: Click into a Field
Open the extraction in extraction view.
Click directly into any field (such as Date, Supplier, or Account).
tofu automatically switches to Edit Mode.
This is expected behavior, interacting with a field activates editing.
How to Exit Edit Mode
After making changes, you may see options such as:
Save Draft – Saves your changes before leaving the page (recommended).
Discard – Reverts any unsaved changes.
Tip: If you navigate away without saving, your changes may be lost. Always click Save Draft if you want to keep your edits.
Editing a Ready, Exported, Published, or Done extraction
You can still edit extractions that are further along. Once you save your changes, the extraction returns to Draft, so you'll need to mark it Ready again before exporting or publishing.
Exported or Done: tofu shows a reminder that the extraction may already be in your accounting software, and that editing it in tofu won't update that copy. Click Continue to edit.
Published: editing deletes the transaction in your accounting software first, then returns the extraction to Draft. Click Delete & edit to continue. Publishing again creates a new transaction.
When Should I Use Each Mode?
Use View Mode when you:
Need to quickly check extracted data
Are reviewing multiple extractions
Want faster loading before deciding whether changes are needed
Use Edit Mode when you:
Need to correct extracted values
Need to adjust accounts, taxes, or categories
Need to add or fix line items
Plan to mark Ready or publish after making corrections
Frequently Asked Questions
Q. Why can't I type into fields right away?
A. Because the extraction may open in View Mode first to improve loading speed and streamline review.
Q. Does View Mode change any data?
A. No. View Mode is completely read-only and does not modify your extraction.
Q. If I click a dropdown and it switches to Edit Mode, is that normal?
A. Yes. Clicking or interacting with a field automatically switches you to Edit Mode.
Q. How do I make sure my edits are saved?
A. Click Save Draft before leaving the page to ensure your changes are stored.
Q. What happens to the status when I edit an extraction that's already Ready?
A. After you save, it moves back to Draft. Mark it Ready again when you're done.