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Managing documents

Upload, organise, edit, or archive your important files.

  • Correcting AI-extracted details
  • Auto-extracting document information (AI guide)
  • Recovering deleted documents
  • Organising documents with tags and folders
  • Document categories explained: What to upload
  • Archiving or deleting a document
  • How auto-fill works (AI-powered extraction)
  • How SafeKeep helps you stay organised
  • How to upload your first document
  • Supported file types and upload best practices
  • Using document recommendations

Categories

  • Account management
  • AI and automation
  • Connected contacts
  • Getting started
  • Legacy contacts
  • Legal and compliance
  • Managing documents
  • Security and privacy
  • Smart reminders
  • Support and troubleshooting
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