Document Management FAQ
How do I search documents semantically?
Use the search bar or chat to search by meaning, not just keywords. Archevi uses AI embeddings to find documents that are conceptually related to your query.
Examples:
- "life insurance" will find "term policy" and "coverage documents"
- "tax documents" finds "W-2", "1099", and "tax return"
How do I filter searches by category or date?
Use advanced search to combine:
- Categories: Insurance, Medical, Financial, Legal, etc.
- Date range: Created/expiry dates
- Tags: Custom labels you've applied
- Family member: Documents assigned to specific people
How do I find documents expiring soon?
The Expiring Documents view shows:
- Documents expiring in the next 7/30/90 days
- Grouped by urgency (critical, soon, upcoming)
- Automatic notifications via email
How does document versioning work?
Archevi maintains version history for documents:
- Every edit creates a new version
- View previous versions anytime
- Rollback to any previous version
- See who made changes and when
How do I bulk upload documents?
Several options:
- ZIP upload: Upload a ZIP file with multiple documents
- Email forwarding: Forward emails with attachments to your family inbox
- API: Use the bulk upload endpoint for programmatic access
How does autocomplete work?
As you type in search, Archevi suggests:
- Document titles matching your query
- Tags you've used
- Family member names
- Recent successful searches