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Features · Documents

Your folders, and what's in your documents.

On the left your folder tree, just as it is on disk. Next to it a table that knows more than names: type, amount, due date, what needs doing. And a search that cuts across everything.

What the table can do

  • Facts, not just file names

    Every document has a type, fields such as payee, amount and due date, actions and tags. The table shows them as columns; which ones, in what order and how wide is up to you. A view with its folder, sort order and search becomes a bookmark.

  • Change many at once

    In Edit mode you change type, tags, fields and actions right in the cells, for one row or the whole selection. Derive from the text fills empty fields without a model. Saving is one step.

    Ctrl+E Ctrl+S
  • A search with its own language

    Words, "a phrase", -word, plus keys: type:invoice, due<today+7, $pay:open. The columns follow the search, and as you type, Undan suggests examples from your own archive.

    Ctrl+F Ctrl+Space
  • Rubrics that count

    On the left are the open actions with their count — Pay 3 —, the types, your own views and what you have pinned. Every rubric is a search, always up to date.

  • Preview for almost everything

    PDF, images, Markdown, and Word, OpenDocument and Excel as pages too, without anything else installed. Plus the recognised text, printing and a window of its own.

  • Sign PDFs

    Edit… places text, a date or your signature on a page. It places, it doesn't rewrite; Ctrl+Z brings back the old version byte for byte. Password-protected PDFs you can view without Undan storing them decrypted.

  • What belongs together

    Next to every document is what belongs to it: notes, tasks, emails, contacts, appointments — each with the reason, such as “came with this email” or “same IBAN”. Calculated, not guessed.

  • Nothing gets lost

    Deleting means the Trash, 30 days by default. Every step is in the journal, and Ctrl+Z takes back the last one, even after a restart. Dragging files out into an email or a web form never deletes anything.

    Ctrl+Z
  • From the keyboard

    Tree, table, preview, relations and fact sheet each have a key; the command palette finds the rest. Every key can be reassigned.

    Alt+2 Alt+3 Alt+4 Ctrl+K All keys

What it looks like

The search with Jonas Falk from the demo archive, the other pictures from the help's test archive.

The Documents tab with the search O'Sullivan: six hits across the archive — the quote, two stage invoices, the invoice for the fittings, a bank statement with the transfer and the project note —, the matches highlighted; on the left the tree counts the hits per folder.
One word, across everything: quote, invoices, bank statement, project note.
The table in Edit mode with the search typ:rechnung: three invoices with the columns Folder, Payee, Amount, Due, Pay and Tags, one amount changed; above it “2 changes to 1 document — not saved yet” with Discard and Save. On the left the rubrics with the open actions Pay, Bookkeep, Submit and Review.
Change facts in the table, saved in one step.
The fact sheet of an invoice: type, the actions with their state, a reminder, the fields with where each value came from — the e-invoice, the IBAN by its checksum —, below them the payment with a QR code, tags and two notes.
The fact sheet: every value with its source.

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