A little guidance. A clearer workspace.

How does the Dashboard work?

See workspace activity, usage, and the items that need your attention.

How do uploads and processing work?

Follow a file from selection to a reviewed result.

How do Documents work?

Add files, inspect processing results, and manage the documents in your workspace.

How does file optimization work?

Reduce file size while checking the quality you need.

How does PDF Split work?

Separate a PDF bundle into complete documents. Review where each document starts and ends, then create PDFs you can download or send for organization.

Folder structures explained

A place for every document—for your personal life or freelance work.

Custom fields explained

Extract the extra details that matter to your workspace.

File naming explained

Build consistent filenames from your document’s information.

How does storage work?

Understand where documents live and how access affects processing.

What do storage permissions allow?

Understand limited access, full access, and reconnecting.

What is email forwarding?

Receive email attachments into your workspace.

How do connected email senders work?

Choose the account that sends documents to your recipients.

How does Email Activity work?

Select documents, compose messages, and track manual sending.

How does automated sending work?

Deliver documents from selected folders on a schedule.

How do Finance reports work?

Understand the amounts extracted from your documents and the filters behind your reports.

How does invoice tracking work?

Track bills, due dates, and reminders without confusing a status update with a payment.

How does Lexware work?

Connect your accounting workspace, review document exchange, and understand which system controls payment status.

How does the AI assistant work?

Ask questions, explore commands, and review actions before applying them.

How does team access work?

Invite people to your workspace and give them the access their work needs.

How do organization details work?

Keep the shared workspace identity accurate and separate from your personal profile.

How do account and security settings work?

Manage your personal profile, sign-in, and data consent.

What do workspace settings control?

Understand preferences before changing automatic behavior.

How do plans and upgrades work?

Compare capacity and features before changing your subscription.

How do usage and billing work?

Understand allowances, periods, and subscription controls.

How is data protected?

Understand encryption, secure connections, and their limits.

What happens to data during AI processing?

Understand content sharing, temporary copies, and consent.

Who can access workspace information?

Understand your account, team roles, and connected services.

Where is data kept and how is it removed?

Distinguish stored documents, processing records, and local copies.