Library

Browse, search, tag, and maintain the full archive from one Library workspace.

Find documents by title, OCR text, tags, and metadata, then manage filters, queues, saved views, and exports from one place.

Choose columns

Show up to 7 columns on desktop.

Required

DocumentTitle, thumbnail, and a short document summary.Always shown

Core

TypeReceipt, invoice, letter, and other document types.StatusUpload, OCR, AI-ready, failed, or deleted state.TagsTags currently attached to each document.UploadedWhen the document was added to the archive.

Metadata

Document dateThe primary date extracted from the document.AmountThe primary total or amount due when available.IssuerMerchant, vendor, or issuing organization.ReferenceReceipt, invoice, case, or reference number.

Document	Type	Status	Tags	Uploaded

Tag board

Select a tag to assign or unassign it across multiple documents.

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Manage recurring Library views

Save the current search and filter set, apply a view, rename it, or remove views that are no longer useful.

No saved views loaded yet.