Documents

Uploading, viewing, and organizing documents

How to Upload Documents

Opening and Viewing a Document

Click on any document name or thumbnail to open the document detail. You will see tabs across the top:

• Preview — shows the document content directly in the browser. Word, Excel, and PowerPoint files open here without downloading.
• Info — displays all metadata: tags, entities, dates, and a summary. You can also add reminders here.
• Translations — lets you translate the document into another language with one click.
• Explanation — shows an AI-generated plain-language summary and a glossary of key terms.
• Relations — shows documents that Veluvanto has automatically linked to this one (e.g. an invoice and its associated contract).

To go back to the document list, click the browser Back button or the back arrow at the top of the page.

Tags, Entities, and Dates

When AI analyses a document it automatically fills in:

• Tags — the document category, such as Invoice, Contract, or Receipt.
• Entities — companies, people, or institutions mentioned in the document (e.g. the supplier name).
• Date — the document date, such as an invoice issue date or contract signing date.

If anything is incorrect or missing, open the Info tab and click the pencil icon next to the field you want to change. Make your edit and click Save.

Pinning Important Documents

To pin a document, open it and click the star icon near the top of the Info tab. Pinned documents appear at the top of your Dashboard so you can reach them instantly without searching.

Related Documents

Veluvanto automatically detects connections between documents — for example, linking an invoice to the contract it relates to, or a delivery note to its purchase order.

Open the Related tab inside any document to see the suggestions. You can also link documents manually by clicking Add Relation and searching for the document you want to connect.

Working with Multiple Documents at Once

To perform an action on several documents at once, tick the checkbox that appears when you hover over each document thumbnail. Once you have selected at least one document, a toolbar appears at the bottom of the screen with the following options:

• Download — packages all selected documents into a ZIP file and downloads it to your computer.
• Edit Tags — opens a panel where you can add or remove tags from all selected documents in one step.
• Archive — moves the selected documents to the Archive so they no longer appear in everyday searches.
• Delete — moves the selected documents to the Trash. They stay there for 30 days before being permanently deleted.

Archive and Trash

The Archive is for documents you want to keep but no longer need on a daily basis. Archived documents are hidden from the main search results, but you can still find them by opening the Archive section in the left sidebar.

Deleted documents go to the Trash and are kept there for 30 days. To restore a document, open Trash in the sidebar, find the document, and click Restore. After 30 days the document is permanently deleted and cannot be recovered.

Renaming a Document

Open the document and click the Info tab. At the top of the Info tab you will see the document title. Click the pencil icon next to the title, type the new name, and click Save.

Moving a Document to Another Workspace

Open the document and click the Info tab. Scroll down to find the Move to Workspace button (folder icon). Click it — a dialog opens listing all workspaces you have access to.

Select the target workspace from the dropdown and click Move. The document disappears from the current workspace and appears in the selected one. Note: the document's tags and entities move with it, but any workspace-specific settings may differ in the new workspace.