Documents

Getting documents into AsyncLife is straightforward. Click Upload or drag files directly onto the page.

• PDF files — Invoices, contracts, letters — any PDF is automatically processed and made searchable.
• Images — Scanned documents, photos of receipts, or screenshots. OCR extracts the text for you.
• Drag and drop — Drop one or multiple files anywhere on the documents page to upload them instantly.

When you upload a document, AsyncLife automatically suggests a document type based on its content. You can always change the type manually.

Every uploaded document is processed with optical character recognition (OCR) to extract text, making even scanned images fully searchable.

• Text recognition — Extracts text from PDFs and images automatically. Works with printed and typed text.
• Metadata extraction — Dates, amounts, and key details are identified and stored as structured metadata.
• Multi-language support — OCR supports documents in English, German, and many other languages.

For best OCR results, upload high-resolution scans. Blurry or low-contrast images may produce less accurate text extraction.

Find any document instantly by searching through extracted text, titles, tags, or notes. No more digging through folders.

• Content search — Search within the extracted text of all your documents — find that invoice by the vendor name or amount.
• Filter and sort — Narrow results by document type, date range, tags, or correspondent. Combine filters for precise results.
• Saved views — Save your favorite filter combinations as views for one-click access to frequently needed document sets.

Share documents with your team while keeping control over who can access them.

• Team sharing — Assign documents to a team workspace so all team members can view and manage them.
• Role-based access — Team roles determine who can view, edit, or delete shared documents. Admins have full control.
• Download originals — Anyone with access can download the original uploaded file at any time.

Keep your documents organized with tags, notes, and saved views. Build a system that works for you.

• Tags — Add tags like 'tax-2025', 'insurance', or 'warranty' to quickly categorize and find documents.
• Notes — Attach notes to any document for additional context — reminders, summaries, or action items.
• Saved views — Combine filters into named views. Access your 'Unpaid Invoices' or 'Insurance Documents' with one click.
• Correspondents — Track who sent or issued a document. Filter all documents from a specific person or company.

Consistent tagging pays off. Pick a naming convention early and stick with it — future you will be grateful.

Click on any document to open the detail sidebar, where you can view the file, manage metadata, and access all document properties.

• Inline viewer — View PDFs and images directly in the browser without downloading. Navigate multi-page documents with ease.
• Metadata sidebar — See document type, correspondent, dates, tags, and notes at a glance. Edit properties inline.
• Classification details — View AI classification confidence scores, OCR status, and extracted text content.

Work efficiently with multiple documents at once. Select documents and apply changes in bulk.

• Multi-select — Click checkboxes or use Shift+Click to select multiple documents for batch processing.
• Bulk metadata edit — Change document type, status, correspondent, date, or assignee across all selected documents at once.
• Bulk tagging — Add or remove tags from multiple documents simultaneously. Keep your library organized at scale.

Group related documents into correspondence threads to track ongoing exchanges. Link invoices, replies, and follow-ups into a single chronological view.

• Create a thread — Select two or more documents and link them as a thread. The thread is automatically named after the correspondent and recipient.
• Thread view — Open any threaded document to see all related documents in chronological order. Add or remove documents from the thread at any time.
• Thread badge — Documents belonging to a thread show a thread icon in list and grid views. Click the badge to filter by that thread.
• Thread filter — Use the thread filter in the filter panel to show only documents from a specific correspondence thread.

Threads work best for ongoing correspondence — insurance claims, contract negotiations, or invoice chains. Use tags for broader categorization.

The AI tab in the document detail view analyzes your documents and provides actionable suggestions to help you stay organized.

• Field corrections — AI reviews classification confidence and suggests corrections for document type, correspondent, date, and other metadata fields.
• Thread linking — When related documents are detected, AI suggests linking them into a correspondence thread. Review and confirm with a document picker.
• Reminders — AI can suggest setting reminders for documents that may need follow-up — contract renewals, payment deadlines, or response due dates.
• Transaction matching — For invoices and receipts, AI searches your accounting transactions to find potential matches based on amount, date, and correspondent.

AI suggestions improve over time as you use the system. Accepting or dismissing suggestions helps refine future recommendations.

Every change and access is tracked for GDPR-compliant audit logging. See who did what and when.

• Change tracking — All field changes are recorded with before and after values — title, type, status, tags, and more.
• Access logging — Document access is automatically logged with throttling to prevent excessive entries. Know who viewed each document.
• Visual timeline — Changes and access events are grouped by date in a visual timeline with actor information and action-specific icons.