> ## 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.

# Document details: understanding the sidebar

> Every field of the document sidebar explained: context, contacts, date, amount, validity, insurance fields, tags, content and history.

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

| Field        | Description                                                                                                  |
| ------------ | ------------------------------------------------------------------------------------------------------------ |
| Name / title | Equals the file name. Editable. Not to be confused with the summary.                                         |
| Type         | Contract, invoice, quote, letter, plan, photo, form, receipt, minutes or other. Determines the Smart Folder. |
| Summary      | Short description of the content generated by mory.                                                          |

## Context

The context determines where the document appears in mory and who can see it.

| Field                            | Description                                                                     |
| -------------------------------- | ------------------------------------------------------------------------------- |
| **Organisation** (organisation)  | The organisation the document belongs to.                                       |
| **Mandant** (client)             | Owner or owners' association. Controls visibility. Can always be changed.       |
| **Liegenschaft** (property)      | Assigned building.                                                              |
| **Einheit** (unit)               | Assigned apartment or commercial unit.                                          |
| **Ausstattung** (equipment)      | Assigned device, for example heating or lift.                                   |
| Task No.                         | Task number (format T-YYMMDD-NNN). Links the document to an **Aufgabe** (task). |
| **Verantwortlich** (Responsible) | Person in charge of the document.                                               |

<Note>
  Values you set here yourself are no longer overwritten by mory. See [What the AI recognises](/en/documents/ai-processing).
</Note>

## Contacts

| Field     | Description                                                                                 |
| --------- | ------------------------------------------------------------------------------------------- |
| Sender    | Who issued or sent the document. Can be a **Person** (person) or **Unternehmen** (company). |
| Recipient | Who the document is addressed to. Can be a person or a company.                             |

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

| Field            | Description                                                 |
| ---------------- | ----------------------------------------------------------- |
| Date             | Document date, for example the invoice date.                |
| Amount           | Total for invoices, quotes and receipts.                    |
| Currency         | For example CHF or EUR.                                     |
| Valid from / to  | Term, for example of a contract or an insurance policy.     |
| Period from / to | Billing period, for example for a service charge statement. |

## 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.

## Related pages

* [What the AI recognises](/en/documents/ai-processing)
* [Organising and finding](/en/documents/organize-find)
* [Sharing with tenants & owners](/en/documents/share-portals)