Library

Your documents

Search, upload, and organize your archive.

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

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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.

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