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First steps
After connecting the database, Docveta shows a short setup wizard.
- Who will use Docveta? My household, An organisation or team or Just me. This only decides whether a shared space is created now; you can add spaces any time.
- Name of your shared space: e.g. Family or Office.
- Your name, email and password: this first account is the administrator.
Every document lives in a space. Everyone has a private Personal space; shared spaces (Family, Accounts, Client X) are for documents several people need.
In a shared space each member is an owner (manages members and settings), editor (adds and changes documents) or viewer (reads and downloads). Change members under the space's settings (gear icon next to its name).
- Drag and drop files onto the page, use Upload, or paste an image (Ctrl+V).
- From your phone: open Docveta in the browser and choose Add to Home screen. On Android you can then Share → Docveta from any app.
- PDFs, JPEG, PNG, TIFF (multi-page), HEIC/AVIF (phone photos), WebP, GIF, BMP and text files.
New documents land in the Inbox. Docveta reads the text (OCR), finds the
document date and applies your tag rules. In the Inbox you check the suggestions, adjust the
title, tags, correspondent ("from") and type, and mark the document as reviewed. On a
computer the Inbox works from the keyboard: J/K (or arrow keys) move between documents,
E marks one as reviewed, Enter opens it.
Type in the search box (Ctrl+K anywhere). Docveta searches titles, notes and the text inside documents, in all scripts, and tolerates typos. Filters:
| Type | Finds |
|---|---|
electricity bill |
documents containing both words |
"policy number" |
the exact phrase |
tag:tax |
documents tagged tax |
from:hdfc |
from the correspondent HDFC |
type:invoice |
of the document type invoice |
date:2025 / date:2025-04..2026-03
|
by document date |
added:>30d |
added in the last 30 days |
is:inbox / is:failed
|
not yet reviewed / couldn't be processed |
-draft |
without the word draft |
Save a search as a view (e.g. "FY 2025-26 tax") to reopen it with one click.
Administration → Users → Add user, then add them to a shared space. Or connect your company login: Administration → Single sign-on.
Settings → Notifications: in the app, by email, or to your phone through Gotify or ntfy, when a document is processed, someone mentions you in a note, or something needs attention.
- OCR engines: use your GPU or NPU for faster text recognition
- Remote access and HTTPS: use Docveta safely from outside your home
- Backup and restore: set up backups today