Tutorials
Book a free demo

Tutorials

Step-by-step guides to working with DocMe AI.

The desktop and finding documents

2 guides

The archive, search and filters

What is in the archive and what is not, switching views, quick month select, vendor filter, search and the sidebar filters.

Read the guide

Categories

Creating categories, pinning them to the top bar, and left/right-clicking them to show or hide files.

Read the guide

Working with documents

1 guide

Merging and splitting files

Merging several files into one, ordering pages by dragging, splitting a scan of several receipts into separate files, cropping and discarding unwanted pages.

Read the guide

Importing data and moving from other software

1 guide

Moving from Hashavshevet: accounts, transaction types and past entries

Export three Hashavshevet reports to Excel (account index, transaction type index and short transaction search), import them into DocMe with the built-in templates, then approve and archive the past entries.

Read the guide