Document Management¶
Learn how to upload, organize, search, and share documents in Archivus.
Quick Links¶
- Uploading Documents - Upload single or batch documents
- Organizing Documents - Use folders, tags, and AI auto-tagging
- Searching Documents - Find documents with semantic and keyword search
Getting Started¶
- Upload Your First Document - Quick start guide
- Organize Documents - Learn about folders and tags
- Search Documents - Find documents quickly
Core Capabilities¶
Uploading¶
Upload documents quickly and efficiently:
- Drag and drop files onto the dashboard
- Batch upload multiple files at once
- Upload directly from Archie
- Support for PDF, Word, Excel, images, and more
Organizing¶
Keep your documents organized:
- Create folders and subfolders
- Add tags for flexible organization
- Let AI auto-tag documents based on content
- Filter and sort documents easily
Searching¶
Find documents instantly:
- Semantic search - Find by meaning, not just keywords
- Keyword search - Find exact text matches
- Filters - Filter by folder, tag, date, type
- Saved searches - Save frequently used searches
Document Processing¶
When you upload a document, Archivus automatically:
- Extracts text - From PDF, Word, images (OCR), and other formats
- Analyzes content - AI understands what the document is about
- Generates summary - Quick overview of key points
- Identifies entities - Finds people, dates, organizations, amounts
- Creates tags - Suggests relevant tags
- Enables semantic search - Makes document searchable by meaning
File Types Supported¶
| Type | Formats | Max Size | Features |
|---|---|---|---|
| 500 MB | Full support, OCR if needed | ||
| Word | .docx, .doc | 100 MB | Full text extraction |
| Text | .txt, .md | 50 MB | Direct text support |
| Images | .jpg, .png, .tiff | 50 MB | OCR text extraction |
| Spreadsheets | .xlsx, .xls | 100 MB | Table and data extraction |
| Presentations | .pptx, .ppt | 100 MB | Slide content extraction |
Common Tasks¶
Daily Tasks¶
Organization¶
Search¶
Best Practices¶
File Naming¶
Use descriptive filenames:
- ✅
Q4-2025-Service-Contract-Acme-Corp.pdf - ✅
Employee-Handbook-v2.1-Jan-2025.docx - ❌
document1.pdf - ❌
scan_001.jpg
Organization Strategy¶
Choose an organization strategy:
- By project - Projects/Project Alpha/Contracts
- By document type - Contracts/, Invoices/, Reports/
- By date - Use tags: Q1-2025, Q2-2025
- By status - Use tags: draft, review, approved
- Hybrid - Folders for broad categories, tags for specifics
Maintenance¶
- Regular cleanup - Archive or delete old documents
- Review tags - Keep tag system consistent
- Update folders - Adjust structure as needs change
- Check processing - Ensure documents are fully processed
Related Guides¶
- AI Features - AI-powered document intelligence
- Collaboration - Team collaboration features
Need Help?¶
- FAQ - Frequently asked questions
- Contact Support - Get help