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Mobile App

The mobile app is a companion to the web app, not a copy of it. It is built for the three things you do away from a desk: capture a document, clear the review queue, and look something up.

The screens described here match the redesigned app. Where a name differs from the web app it is called out.

Connecting​

On first run the app asks for your archive URL and an API token. Create the token in the web app under Settings -> API tokens.

If the archive cannot be reached and you have opened documents on this device before, the connect screen also offers Open the offline copy. That row only appears when there is a signed-in session to restore; after a sign-out or an expired token you have to connect again, even if cached documents are still on the device.

The Five Places​

WhereWhat it is for
TodayWhat needs attention: due tasks, review count, what arrived
DocumentsThe archive as a dense list with filter chips and search
ReviewOne uncertain document at a time, confirm or skip
ChatQuestions about the whole archive, with citations
Scan buttonCapture or import a new document

Chat is the mobile name for what the web app calls Search. It is the same hybrid and structured search, presented as a conversation.

Settings sits behind the avatar in the Today bar rather than in the tab bar.

The scan button floats above the tab bar on Today and Documents. It is hidden on Review, where confirm and skip are the primary actions, and on Chat, where the message composer occupies that corner.

Capture a Document​

The scan button opens the operating system's own document scanner — the same one your camera app uses — so edge detection, perspective correction and multi-page capture behave the way you already expect. The app never shows its own viewfinder.

After scanning you land on the import draft:

  • captured pages as a list, with a thumbnail and size for each
  • an optional title; everything else is read off the document
  • Images from files and Choose a PDF for importing instead of scanning
  • one primary Upload action, pinned to the bottom

Multiple captured pages are combined into a single PDF before upload.

Work Through Review​

Review shows one document at a time rather than a list.

  1. The page itself sits at the top; tapping it opens the reader full screen.
  2. Below it are only the fields that need confirming, each with the confidence the pipeline recorded.
  3. Show in document jumps the reader to the line the value was read from.
  4. Confirm accepts the document, Skip moves on without changing anything. Swiping the card to the left also skips.

After either action a Back bar appears for a few seconds. Confirming is not sent to the server until that window closes, so taking it back is instant and leaves no trace — no reprocessing is triggered. If the app is closed inside that window, the confirm is sent the next time you open Review with a connection: what you saw accepted stays accepted.

When a document is in review for a reason that carries no field evidence — a failed conversion, empty OCR, an unsupported format — the field list says no field evidence rather than all clear, because there is nothing there to confirm.

Editing values rather than just confirming them happens on the document page, under Details.

Browse and Act in Bulk​

Documents is a dense list. The chips above it filter to review, due, this year and unfiled; the search field searches titles, senders and types.

Long-press any row to enter selection mode. The bar at the bottom then offers:

  • Add tag — pick one tag to add to everything selected
  • Mark done — complete the task on each selected document
  • Delete — with a confirmation step

Selection survives scrolling, searching and filtering: acting applies to what you picked, not to what the list happens to show. If part of a bulk action fails, the successful part is applied and the failures stay selected so a retry touches only those. Selection is cleared when you leave the tab.

Filter by Category​

The chip row ends with a Category chip. Tapping it opens a sheet with the archive's life-domain categories; picking one narrows the list to documents whose sender belongs to that domain, and the count strip names the active category. Tap the active chip to clear it.

The chip is online-only: the offline mirror stores documents, not sender categories, so offline the chip disables and an active category filter is dropped rather than silently misapplied.

Read a Document​

A document opens on four tabs:

TabContents
DocumentAmount, due and issue date, then the page at readable size
DetailsEvery field as a row, with a confidence badge where the value is uncertain, plus tags and file facts
QuestionsAsk about this document alone
HistoryThe recognised text and the audit trail

Tapping any field row on Details opens the edit sheet. Cancelling it discards the changes. The overflow menu in the bar holds Reprocess document — with a parser choice when more than one is configured — and Delete document.

Ask the Archive​

Chat keeps the thread of questions and answers. Each answer carries numbered sources; tapping one opens the cited document at the cited page with the quoted passage highlighted. Answers based on weak evidence say so.

A new question is refused while the previous answer is still streaming, so no question is left without an answer.

Offline​

The mobile app does not mirror the archive. It keeps a copy of each document you open while connected, and falls back to those copies when the archive cannot be reached. There is nothing to switch on, no download-over-Wi-Fi setting and no retention setting.

The copy is encrypted on the device with a key held in the system keychain, so what is stored — titles, amounts, recognised text and the files themselves — is not readable from a backup or by another app. While you have a document open, a readable copy of that one file exists in temporary storage so the viewer can show it; it is removed when you close the document. If the device has no working keychain, the app keeps no offline copy at all rather than storing one in the clear.

The copy belongs to the account and the archive it came from. Signing in as someone else, or pointing the app at another archive, never shows you the previous copy.

Settings -> Offline shows what is stored:

  • how many documents are cached and how much file storage they use
  • when a document was last written to the copy — a time today, a date before that
  • what is kept per document: metadata, the original file, recognised text, history
  • a storage limit for the copy, and what it is using of it
  • Delete the offline copy, which removes the local copy and never touches the server

When the copy passes its limit, the documents you opened longest ago are removed first — opening one again offline counts as opening it, so what you actually read stays. Removed documents come back the next time you open them with a connection.

If a stored document ever turns out to be unreadable, the app removes it from the copy and says so on that screen rather than failing to open the list; it comes back the next time you open the document online. A document deleted from the archive leaves the copy the next time you open it.

What works from the local copy: browsing, every filter chip including due and the current year, sorting by newest or oldest, searching titles, senders and recognised text, opening a document with its page and text, the correspondent list, and seeing which documents were pending review. AI answers, uploads, edits, review actions, reprocessing and deleting all need the archive.

When you opened the local copy from the connect screen, the app keeps checking whether the archive is back — every half minute, and straight away when the device regains a connection — and switches to live data by itself. Try to reconnect on that screen asks immediately. You no longer have to restart the app to get back online.

Offline sessions are read-only throughout. A screen that has mutating actions shows an Offline — read-only strip and disables them, including the overflow actions on a document.

Appearance​

Settings -> Appearance offers light, dark and system. The choice is applied immediately and remembered. Density adjusts row heights for smaller screens.