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Create Your Account

1

Sign Up

Go to adminest.com and click Get Started
2

Authenticate

Sign in with your email using our secure Auth0 authentication
3

Complete Profile

Add your name and timezone for personalized reminders

Send Your First Document

The easiest way to get documents into Adminest is via your personal document email address.
1

Copy Your Document Email

On the Dashboard you’ll see Your Secure Document Email — click Copy to grab it
Dashboard showing document email address
2

Forward a Document

Forward a bill, receipt, or letter to that address (PDF attachments work best)
3

Wait for AI Processing

Documents are automatically scanned and categorised within about 30 seconds
4

Review Tasks and Reminders

Check the AI-extracted tasks — due dates and reminders are created for you
First time? Click How it works below your document email on the Dashboard for a step-by-step guide.
You can also upload documents directly:
1

Go to Documents

Click Documents in the navigation sidebar
2

Upload

Drag and drop a PDF or image, or click Upload to browse
Best documents to start with:
  • Insurance policies (home, car, health)
  • Utility bills
  • Subscription confirmations
  • Warranty documents

Connect Your Calendar (Optional)

Sync tasks to your calendar for reminders:
1

Go to Settings

Click the Settings icon in the top right
2

Calendar Integration

Select Calendar from the settings menu
3

Connect

Choose Google Calendar or Microsoft Outlook and authorize access

What’s Next?

Document Management

Learn about document types and AI extraction

Task Management

Organize and track your tasks

AI Assistant

Chat with your documents

Connections

Share with family members