> ## Documentation Index
> Fetch the complete documentation index at: https://help.mory.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# What the AI recognises in a document and how to correct it

> Which fields mory extracts automatically from a document, how assignment to property and unit works, and how you correct mistakes.

Every document in the **Datenbank** (database) is read by mory's automatic document processing. This page explains what happens automatically and where you can step in.

## What is read out

After upload, mory reads the document (using text recognition for scans) and fills the fields in the document sidebar:

| Field                | Example                                                                      |
| -------------------- | ---------------------------------------------------------------------------- |
| Text                 | Full content, visible in the **Inhalt** (Content) tab                        |
| Type                 | Contract, invoice, quote, letter, plan, photo, form, receipt, minutes, other |
| Date                 | Invoice or document date                                                     |
| Amount and currency  | CHF 1'250.00                                                                 |
| Sender and recipient | Person or company                                                            |
| Valid from / to      | Term of a contract or insurance policy                                       |
| Period from / to     | Billing period, for example for service charges                              |
| Insurance fields     | Policy number, coverage                                                      |
| Summary              | Short description of the content in a few sentences                          |

The exact fields may vary depending on the document type.

## Automatic assignment

mory assigns the document to the matching context:

* **Property and unit**: from the content, title and file name. Different spellings of addresses (for example "Bahnhofstr. 5" instead of "Bahnhofstrasse 5") are recognised as well.
* **Mandant** (client): follows from the assigned **Liegenschaft** (property).
* **Ausstattung** (equipment): if the document describes a device (for example a heating quote) that does not yet exist in mory, mory creates the equipment item automatically when needed.
* **Contacts**: sender and recipient are recognised as a **Person** (person) or **Unternehmen** (company) and linked.

### What applies when you entered something yourself

Your own entries always take precedence. If you specified a property or a task number during upload or later in the sidebar, mory does not overwrite it. Only empty fields are filled automatically.

### Where the document appears

A document is visible wherever it is assigned: on the property, unit, equipment item, task, and on the linked people and companies. The client additionally determines who may see the document in the app.

## How to correct

<Steps>
  <Step title="Open the document">
    Click the tile in the database. The sidebar with all fields opens.
  </Step>

  <Step title="Change the context">
    Adjust the property, unit, equipment or task number. The change is saved and mory no longer overwrites it.
  </Step>

  <Step title="Check the client">
    The client can always be changed and controls visibility. A wrong client is the most common reason why a document seems to be "missing".
  </Step>

  <Step title="Adjust the title">
    The title equals the file name and is editable. It is not the summary; you find that separately in the sidebar.
  </Step>
</Steps>

<Warning>
  Spot-check amounts and assignments, especially for invoices and quotes that are processed further in tasks. mory works reliably, but not flawlessly.
</Warning>

## Related pages

* [Uploading documents](/en/documents/upload)
* [Document details](/en/documents/details)
* [Organising and finding](/en/documents/organize-find)