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Overview

Adminest uses AI to automatically process your documents and extract key information. Simply upload a document and our system will identify what type it is, extract important details, and suggest relevant tasks.

Upload

Drag and drop or browse to upload

AI Analysis

Automatic extraction and insights

Organization

Categories and search

Sharing

Share with connections

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Uploading Documents

1

Navigate to Documents

Click Documents in the sidebar or from the dashboard
2

Upload Files

Drag files into the upload zone, or click to browse your device
3

Wait for Processing

AI analysis takes 10-30 seconds. You’ll see a progress indicator.
4

Review Results

Check the extracted information and approve any suggested tasks
Supported formats: PDF, PNG, JPG, JPEG Maximum file size: 20MB per file

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AI Analysis

When you upload a document, Adminest automatically:
  • Identifies document type - Insurance, bill, contract, medical, financial, etc.
  • Extracts key information - Dates, amounts, policy numbers, contacts
  • Generates a summary - Quick overview of what the document contains
  • Suggests tasks - Renewal reminders, payment due dates, follow-ups

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What Gets Extracted?

  • Policy number
  • Coverage period (start and end dates)
  • Premium amount
  • Insurer contact information
  • Coverage type and limits
  • Auto-created task: Renewal reminder before expiry
  • Amount due
  • Due date
  • Payee/vendor name
  • Account number
  • Payment methods
  • Auto-created task: Payment reminder
  • Parties involved
  • Key dates (start, end, renewal)
  • Important terms and conditions
  • Termination clauses
  • Auto-created task: Contract review/renewal reminder
  • Provider information
  • Date of service
  • Diagnosis or procedure details
  • Follow-up requirements
  • Auto-created task: Follow-up appointment reminder

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Organization

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Categories

Documents are automatically categorized, but you can also:
  • Assign custom categories
  • Bulk-assign categories to multiple documents
  • Create new category types
Find documents quickly using:
  • Full-text search - Search document content
  • Filters - By type, date, category
  • AI search - Ask natural language questions
Try asking the AI Assistant: “Show me all insurance policies expiring this year”

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Document Actions

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View Details

Click any document to see:
  • Full AI analysis and summary
  • Extracted metadata
  • Related tasks
  • Processing history

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Download

Download the original document at any time from the document detail view.

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Delete

Deleting a document also removes associated tasks and AI analysis. This cannot be undone.

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Sharing with Connections

Share documents with family members or trusted connections:
1

Open Document

Click on the document you want to share
2

Click Share

Select the Share button in the document actions
3

Select Connection

Choose which connected user(s) should have access
4

Set Permissions

Choose view-only or allow them to manage tasks
You can only share with users who have accepted your connection invitation.

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Best Practices

Upload Clear Images

For photos, ensure good lighting and the document is flat

One Document Per Upload

Upload documents individually for best AI extraction

Review AI Suggestions

Verify extracted dates and amounts are correct

Accept Relevant Tasks

Create tasks from AI suggestions to stay on top of deadlines

Task Management

Manage tasks created from documents

AI Assistant

Ask questions about your documents

Connections

Share documents with family