Filing & Organization
Understand how Filently organizes your documents.
- How Filing WorksA look at what happens behind the scenes when Filently processes your documents.
- Understanding Document StatusesLearn what each status means and whether you need to take action.
- Editing DocumentsChange file names and folder locations at any stage – before or after filing.
- Reviewing DocumentsHow to review, approve, and adjust the AI's filing suggestions.
- Managing Filed DocumentsFind, filter, and manage your documents after they have been filed.
- ActivityA complete, chronological record of everything that happened to your documents: when each one arrived, when it was filed, and every rename or move since.
- Filing and Moving Many Documents at OncePick the documents you want, then file or move them in one run: either with the suggestion each one already has, or all together into a single folder you choose.