Auto-Tagging¶

Learn how Archivus automatically tags and categorizes your documents using AI.

Overview¶

Archivus automatically analyzes documents and suggests tags and categories. This helps organize documents without manual effort.

How It Works¶

When you upload a document with AI enabled (default), Archivus:

1. Analyzes content - Reads and understands the document
2. Suggests tags - Identifies relevant tags (e.g., "contract", "legal", "Q4-2025")
3. Categorizes - Assigns categories (e.g., "legal", "business", "financial")
4. Extracts entities - Finds people, organizations, dates, amounts

Viewing AI Suggestions¶

In Document View¶

1. Open document
2. Look for "AI Suggestions" section
3. See suggested tags
4. View categories and entities

Tag Suggestions Include¶

Content-Based Tags:

• Document type: "contract", "invoice", "report"
• Topics: "legal", "financial", "hr"
• Time period: "Q4-2025", "2025", "January"

Entity Tags:

• People: Names mentioned
• Organizations: Companies found
• Dates: Important dates
• Amounts: Financial figures

Category Tags:

• High-level: "legal", "business", "financial", "hr"

Applying AI Tags¶

Apply All Suggestions¶

1. Open document
2. Click "Apply AI Tags" button
3. All suggested tags applied instantly

Apply Selectively¶

1. View suggested tags
2. Click individual tags to apply
3. Skip tags you don't want
4. Add manual tags as needed

Automatic Application¶

Configure automatic tag application:

1. Go to Settings → AI
2. Enable "Auto-apply AI tags"
3. Tags applied automatically after processing

Tag Types¶

Content-Based Tags¶

Derived from document content:

• Document type: "contract", "invoice", "report"
• Topic: "legal", "financial", "hr"
• Time period: "Q4-2025", "2025", "January"

Entity Tags¶

From extracted entities:

• People: Names mentioned in document
• Organizations: Companies, institutions
• Dates: Important dates, deadlines
• Amounts: Financial figures, prices

Category Tags¶

High-level categories:

• "legal", "business", "financial", "hr", "compliance"

Best Practices¶

Review Before Applying¶

Always review AI-suggested tags:

• ✅ Check accuracy
• ✅ Remove irrelevant tags
• ✅ Add missing tags manually
• ✅ Verify categories

Consistent Tagging¶

Establish tag standards:

• Use consistent naming (e.g., "Q4-2025" not "Q4 2025")
• Create tag hierarchy if needed
• Document tag meanings
• Share standards with team

Combine AI and Manual Tags¶

Use both for best results:

• AI tags: Content-based, automatic
• Manual tags: Business-specific, workflow-related

Example:

• AI tags: "contract", "legal", "service-agreement"
• Manual tags: "priority", "pending-review", "acme-corp"

AI Learning¶

AI improves over time:

How AI Learns¶

• Tag corrections - When you remove/add tags
• Usage patterns - Which tags you use most
• Document types - Your document categories
• Preferences - Your tagging style

Training the AI¶

Help AI improve:

1. Review suggestions - Always check before applying
2. Correct mistakes - Remove wrong tags, add missing ones
3. Be consistent - Use same tags for similar documents
4. Provide feedback - Report persistent issues

Bulk Auto-Tagging¶

Apply AI tags to multiple documents:

1. Select documents (Cmd/Ctrl+click)
2. Click "Bulk Actions"
3. Select "Apply AI Tags"
4. AI tags applied to all selected documents

Filtering by AI Tags¶

Find Tagged Documents¶

1. Click "Filter" in document list
2. Select AI-generated tags
3. View only documents with those tags

Search with Tags¶

Combine search with tag filters:

• Search: "contracts"
• Filter: Tag "Q4-2025"
• Result: Q4 2025 contracts

Managing Tags¶

Edit Tags¶

1. Open document
2. Click tag to remove
3. Type to add new tags
4. Changes save automatically

Tag Organization¶

Keep tags organized:

• Review regularly - Check tag quality
• Merge similar tags - Combine duplicates
• Delete unused tags - Clean up tag list
• Create standards - Document tag rules

Troubleshooting¶

No AI Tags Suggested¶

If no tags suggested:

1. Check AI processing - Must be enabled
2. Wait for processing - Must complete first
3. Check document type - Some types not supported
4. Verify content - Document must have text

Wrong Tags¶

If tags are incorrect:

1. Remove wrong tags - Click to remove
2. Add correct tags - Type manually
3. AI learns - Your corrections improve AI
4. Report patterns - If consistently wrong

Too Many Tags¶

If AI suggests too many tags:

1. Be selective - Only apply relevant tags
2. Limit to 3-5 - Focus on most important
3. Adjust settings - Lower suggestion threshold
4. Provide feedback - Help AI improve

Cost¶

• Auto-tagging: Included in document processing (1 AI credit)
• Tag application: Free (no additional cost)
• Tag updates: Free

Next Steps¶

• Document Analysis - Advanced AI features
• Organizing Documents - Use tags for organization