Help
This application sorts scanned documents, emails and notes from an Inbox into
your filing, keeps facts for every document (type, actions such as $pay, tags,
invoice data)
and answers questions about your whole archive through an AI chat. Everything
is stored as ordinary files in your documents folder; the application
writes nothing that you couldn't read with any other program.
The tabs#
The bar at the top, from left to right (Alt+←/Alt+→ switches):
| Tab | What for | Page |
|---|---|---|
| Inbox | Scans, emails and notes: a plan for each file, review, apply | The Inbox |
| The Google mailbox: read, write, search — on the right, what the archive knows about the sender | ||
| Contacts | People and organizations in the fact journal — with everything the archive knows about them; Google, import, duplicates | Contacts |
| Documents | The archive: folder tree, table, preview, search, trash | Documents |
| Notes | Notes only: rubrics, folders, a list with search, the note in the middle, its relations on the right | Notes |
| AI chat | Questions about the archive, reorganizing as a proposal, collecting knowledge | AI chat |
| Tasks | What needs doing: When, repeats, appointments, projects — in the same journal as the facts | Tasks |
| Calendar | The tasks on the timeline: week, month, a sidebar by due date | Calendar |
To the right of it, the icons for what you open and close again
(Esc closes):
| Icon | What for | Page |
|---|---|---|
| History | What happened, with undo for each step | — |
| Backup | ZIP backups of the archive | Backup |
| Help | These pages, with search across all of them (Ctrl+F) | — |
| Settings | Folders, accounts, permissions and access, keyboard, AI, dictation, OCR, calendar, mail, contacts, tools (Ctrl+,) — with search across all of them (Ctrl+F) | Settings |
In every text field: speak instead of typing with Ctrl+Shift+Space — Dictation.
On the go: the same files in the Android app — On the phone.
Where to start#
- A scan arrives. Put it in the inbox folder, click Read, check name, target folder and facts, Apply. Described in detail under The Inbox — also for emails and notes.
- An invoice needs paying. Type
$pay:open(orbezahlen:offen) into the search field — or click the saved search To pay in the bookmarks —, and the Documents tab shows only these invoices, with amount and due date in columns. After the transfer, you stamp the action — on the chip in the Actions column or in the fact sheet above the preview (click the facts bar orAlt+6). See Documents, The search and Facts. - A question about the archive. “What did I pay for insurance in 2024?” — the AI chat searches by itself, checks the math and names the documents.
- Signing a PDF. Right-click the file, Edit…. See Editing PDFs.
Three principles that apply everywhere#
- Nothing happens without a click. The model proposes, you approve. No chat tool moves, deletes or writes anything on its own.
- Everything can be undone. Deleting goes to the trash, every move
is in the journal,
Ctrl+Zin the Documents tab brings it back, even after a restart. A click on a button in a view is one step, and oneCtrl+Zundoes it as a whole. - What wasn't done is shown. Skipped files, conflicts, missing text: the application names them instead of silently leaving them out.
What is where#
| Location | |
|---|---|
| Your documents | the documents folder, as before |
| Facts, vocabulary, bookmarks, history, trash | <Dokumente>/.undan/ — travel with the folder (Syncthing, backup) |
| Index, chat history, drafts | ~/.undan/instances/<ordner>/ — the application's state on this computer |
More on this under Facts.