Skip to main content
When you open a document, the sidebar on the right shows everything mory knows about it. This page explains each field and how to change it.

Header area

Context

The context determines where the document appears in mory and who can see it.
Values you set here yourself are no longer overwritten by mory. See What the AI recognises.

Contacts

Contacts are linked to the People and Companies modules. The document therefore also appears in the Documents tab of the respective contact.

Date, amount and validity

Insurance fields

For insurance documents the sidebar shows additional fields such as policy (policy number) and coverage. The exact fields may vary depending on the document.

Tags

Tags are keywords such as plumbing, heating or deposit. They are suggested by mory and help with searching. You can add or remove tags.

Content tab

The Inhalt (Content) tab shows the full text mory read from the document (using text recognition for scans). Useful for copying a passage without opening the PDF.

History

The history shows when the document was uploaded, which fields mory set automatically and which changes were made afterwards and by whom.

Changing fields

Click a field in the sidebar to edit it. The change is saved immediately. For context fields such as property or unit you choose from a list; for date and amount you enter the value directly.