Introduction

Roz reads scanned and emailed PDFs, names them, and files them to the server and Monday.com. It runs on your own PC and opens in your web browser.

New version

Roz has a new look. It used to run in Streamlit. Every page you use day to day now runs in the new web app. The old guides are archived.

Sample data

Screenshots in these guides use sample documents. Entity names, addresses, parcel numbers, vendors and company folders in them are made up.

Opening Roz

1. Start Roz
   Open the Roz program as before. A black window opens. Leave it open. You can minimize it.

2. Find Roz in your browser
   Roz opens on its own at http://localhost:8765, on the Splitter.

Open Roz inside the internal site

To open Roz inside the internal site instead, under Intake and review, turn on Settings > App > Open Roz inside the internal site. The first time, your browser may ask if the site can reach apps on this PC. Click Allow. Roz still runs on your PC either way.

Keep the black window open

Closing it stops Roz. Your work is saved, so nothing is lost. Start Roz again and pick up where you left off.

Different port

If port 8765 is busy, Roz uses the next free one (8766 to 8785). The black window shows the address to use.

How Work Moves

Every document follows the same path.

1. Bring it in
   Split a scan in the Splitter, add files to the Queue, or take email attachments from the Inbox.

2. Process it
   Roz reads the text, finds the vendor, property and document type, and builds a filename.

3. Review it
   Check each card on its review page. Yellow marks what Roz was not sure about.

4. File it
   Send it to the server, this PC, Monday.com, or email.

The Side Bar

Pages are grouped by step. A number next to a page shows how many documents wait there.

Group	Page	Use it to
Intake	Queue	See everything Roz is working on. Add files and process them.
Intake	Splitter	Split a scanned stack into separate documents.
Intake	Inbox	Take email attachments from the shared inbox.
Review	Automatic	Review invoices and documents together.
Review	Invoice	Review invoices.
Review	Mortgage	Review mortgage statements. Export and import the loan list.
Review	Property Tax	Match tax bills to the Monday tax board.
Review	Document	Review leases, notices and other documents.
Records	Data	Edit entities, vendors, invoice routes and other lists. See activity.

At the bottom of the side bar:

• Internal opens the internal site in a new tab. It shows only when Roz is open on its own.
• The status light. See The Status Light.
• Settings.

On a narrow window, and on the Data page, the side bar shows icons only. Point at an icon to see its name.

The Status Light

The light above Settings shows whether Roz can file.

Light	Meaning
Green, Server connected	Everything is ready.
Amber, Server connected with a note	Roz can file, but something needs a look, such as a missing Monday or Google AI key.
Red, Server offline	Roz cannot reach the Z: drive. Check that Z: opens in File Explorer. Filing waits until it is back.

Click the light to see each check: Z: drive, shared database, Monday, Google AI and Microsoft email. Each one links to the setting that fixes it.

Notices

Short messages show at the bottom right, such as Moved to Trash. A bar along the bottom shows how long the notice stays. Point at a notice to keep it open. Some notices have a button, such as Undo or Review.

Nothing Gets Lost

Roz saves your work as you go. You can refresh the page, close the tab, or restart Roz.

• Documents stay in the queue until you file or remove them.
• Filed documents stay in the Filed tab for 14 days.
• Removed documents stay in Trash for 7 days.
• Splitter stacks are kept for 14 days.

Roz was updated

If a red bar says Roz was updated, click Reload. If it stays, close Roz fully and open it again.

Search and Chat

Search and Chat were removed from Roz. To search company documents, use the ROZ connector in Claude.

Claude Setup Connect the ROZ connector to search company documents from Claude.

Guides

Splitter Split a scanned stack into documents.

Queue Add files, process them, and track their status.

Review and File Check cards, then file or email them.

Invoices and Mortgages Invoice fields, path routing, loans and save folders.

Documents Document types, notices and save folders.

Property Tax Match tax bills to the Monday board.

Inbox Take email attachments into your queue.

Data Edit reference lists, see activity and learning.

Settings AI, Monday, email, theme and more.