Designing a Scalable Document Set Management Screen
TEAM
UX Designer
TIMELINE
1 week
project type
UX Screening Test
Why this matters?
Fast, frictionless document correction prevents costly delays in logistics and scales to the high-volume reality of global operations.
problem brief
The Chaos of Misfiled Documents
The system auto-groups logistics documents into Sets, but errors in labelling, ordering, and grouping by the AI is common. Users need a scalable screen to quickly view and navigate Sets, documents, and pages; relabel items inline or in bulk; rearrange or regroup pages and documents via drag-and-drop; and merge, split, move, or delete content at both document and Set levels. The design must minimize clicks with quick actions.
solution overview
Reimagining the Workspace
The nested sidebar panel organizes Sets → Documents in a clear tree structure. This allows users to move entire documents between Sets instantly, or pages across docs from different sets.
Column View (Kanban-like): Documents are grouped by type (Invoice, Bill of Lading, etc.), making it easy to visually scan across categories. Optimized for low-mid volume
List View (Expanded): Optimized for scale; large numbers of pages can be navigated in within each document for rapid reordering without scrolling.
Action-Oriented Drag & Drop Canvas: A persistent sidebar contains drop zones for actions like 'Merge', 'Create', and 'Delete'. The drag & drop works for both individual as well as group selections, hence why the checkboxes.
final design
the solution
Final Outcome
The design demonstrates how operators could manage large-scale logistics documents with fewer clicks, greater control, and less cognitive load. By combining overview clarity with deep scalability, it provides a flexible solution that adapts to both small and large workflows.