Organize and share documents - how it works
Related Videos: Organize & Share Documents (May 2024).
Contracts, open invoices, vouchers - the organize.me online service brings order to the chaos of paper in just a few steps. We reveal the key features of the cloud storage with sharing function.
1. Scan the mail
Scan your paper documents comfortably with the organize.me iOS app. Simply take a picture of the desired document. The automatic image optimization adjusts the sharpness, brightness and contrast. You can use the sort function to sort all scanned pages after the scanning process.
2. Upload digital documents
You can simply upload documents that are already digital using an upload button or drag and drop them onto the surface. Tip: Upload several documents at once by selecting all the documents you want before uploading.
3. Check document information
All documents that you upload end up in the organize.me inbox.
- Organize.me automatically recognizes information such as the type (invoice, termination, etc.), the category (household & housing, finance, etc.) or the contact.
- Check that everything has been recognized correctly and correct it manually if necessary. Create reminders for open invoices or add notes or labels (tags) to documents. As soon as everything fits, archive your document.
4. Keep an overview in the archive
As soon as you have archived a document, you will find it in the archive. organize.me stores everything in folders sorted by category, type, year and contact. Let the filter function show your documents as you wish.
5. Find documents again using a full-text search
The text on your documents is completely searchable. You can therefore also use the search slot to search for words that appear directly in your documents.
6. Save helpful search results
Are you organizing a wedding and want to get an overview of all expenses? Then look for the label "Wedding" and the type "Invoice" and save the search result directly as a folder. All documents that match the search criteria are then automatically displayed in this folder.
7. Compare prices
Load documents from your electricity provider into organize.me and use the integrated price comparison to check whether you are paying too much for your electricity.