> ## 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.

# Organising and finding documents

> Smart Folders, filters, fuzzy search and mory Chat: how to find any document in seconds.

In mory you do not sort documents into folders by hand. This page shows which tools help you find a document quickly instead.

## Smart Folders

In the **Dokumente** (Documents) tabs of all modules (**Liegenschaften** (properties), **Einheiten** (units), **Ausstattung** (equipment), **Personen** (people), **Unternehmen** (companies), **Aufgaben** (tasks)), documents are grouped automatically by type: contracts, invoices, quotes, plans, photos and so on. These groups are called Smart Folders.

* Smart Folders are created automatically from the recognised document type. You do not need to set anything up.
* By default, Smart Folders are collapsed. Click a folder to see the documents inside.
* If you change a document's type in the sidebar, it automatically moves to the matching Smart Folder.

## Filtering

In the **Datenbank** (database) you narrow down the view with filters:

| Filter                          | When useful                                                           |
| ------------------------------- | --------------------------------------------------------------------- |
| Property                        | All documents for one building, for example before an owners' meeting |
| **Mandant** (client)            | Documents of one owner or owners' association                         |
| Type                            | Only invoices or only contracts                                       |
| **Organisation** (organisation) | If you work with several organisations                                |
| Period                          | Documents from a specific month or year                               |

Filters can be combined, for example "invoices for property X from 2026".

## Searching

Search in the database is forgiving: you find a document even if you do not know its exact name or make a typo. Title, sender and tags are among the fields searched.

<Tip>
  Search for the contractor's name or a tag such as "heating" if you no longer remember the file name.
</Tip>

## Finding documents via mory Chat

You can ask **mory Chat** for documents in natural language, for example "Show me the latest heating invoice for Bahnhofstrasse 5". The chat answers with a direct link to the document. See [mory Chat](/en/daily/mory-chat).

## Opening a document

Clicking a tile opens the document with preview and sidebar. From a Documents tab you can also open a document in the full database view instead of the pop-up. This is handy when you want to edit several fields or read the extracted text.

## Three-dot menu

The three-dot menu on a tile offers the following actions:

* **Herunterladen** (Download): save the original file locally.
* **Löschen** (Delete): remove the document from the database. It also disappears from all linked modules.

<Warning>
  Deleting cannot be undone. Check first whether the document is still needed in an ongoing task.
</Warning>

## Linking a document to a task

Enter the task number (format T-YYMMDD-NNN) in the sidebar to link a document to a task or deadline after the fact. The document then appears in the Documents tab of that task.

## Related pages

* [The database](/en/documents/overview)
* [Document details](/en/documents/details)
* [What the AI recognises](/en/documents/ai-processing)
* [mory Chat](/en/daily/mory-chat)