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This page shows how you get documents into the Datenbank (database) and what you should know about formats, file names and duplicates.

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Route 1: The upload button

The direct route is the Dokument hochladen (Upload document) button at the top right of the database.
1

Choose a file

Click Upload document and select one or more files. File names with spaces are fine.
2

Check the organisation

The Organisation (organisation) is taken from your assignment. A document always belongs to an organisation.
3

Add context (optional)

You can assign a Liegenschaft (property), Einheit (unit), Ausstattung (equipment) or a task number (format T-YYMMDD-NNN) right away. This helps mory with the assignment. If you leave the fields empty, mory tries to work out the assignment from the content.
4

Upload

Confirm the upload. mory reads the document automatically and fills in the fields.
If you set the context yourself during upload, that value is kept, even if mory recognises something else later. See What the AI recognises.

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Route 2: From a task

Open the Dokumente (Documents) tab in an Aufgabe (task) and upload the file there. The document is automatically linked to the task and additionally stored in the database. It is not lost when the task is completed.

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Route 3: Email attachments

Attachments from emails that mory processes land in the database automatically. This also applies when no task is created from the email. You do not need to do anything; mory assigns the document to the property and unit.

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Route 4: Tenant portal

Documents that tenants submit via the tenant portal (for example with a report) also appear in the database and in the related task.

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Supported formats

Other formats may be possible depending on your setup, but are not always displayed with a preview.

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Duplicates

If you upload the same file a second time, mory recognises the duplicate. No second entry is created in the database.

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Wait for processing

After upload, a document stays hidden until mory has finished reading it. This usually takes only a short while. If the document does not appear immediately, reload the view after a moment.