Your archive: search, filter, scan, import files and open documents. Almost everything starts here.
Chapter 1The detailed guide
Every screen, every button, every setting—explained in order. Read the guide from the beginning or jump straight to your question using the table of contents.
How the app is organised
On iPhone, Smart Archive consists of three areas that you can reach at any time from the bar at the bottom. The top always shows which archive is currently open.
View the folder structure of the open archive and open, rename, create and delete folders.
Chapter 2Tags, subscription, help, archives, AI, scanning, text recognition and privacy.
Chapter 3The archive button at the top right shows the open archive: a house for Private, a building for Business. Tap it to switch archives.
Section 3.4The app and archive templates are fully available in German, English, Russian, Ukrainian, French, Italian, Spanish and Portuguese. Smart Archive uses the language set on your device—there is nothing to select.
Main screen – Documents
When it starts, Smart Archive opens the Documents area. It lists every document in the open archive, newest first.
What you see on the screen
- Search field
- “Search the text of all documents…” searches not only titles but every recognised word on every page. Enter a company name, contract number or keyword, for example—the list immediately shows only matching documents.
- Filters
- Shows the filters for folders, document types and tags. Section 1.4 explains how they work.
- Documents: 3
- How many documents are currently shown—with an active search or filter, this is the number of matches.
- More
- Opens Refresh and Check duplicates (section 1.5).
- Document entry
- On the left, a thumbnail of the first page, next to it the name. Below it: capture date, folder ▸ subfolder and page count. The coloured labels show the format (Image/scan, PDF, Word, Excel), the detected document type (e.g. Cancellation) and—outlined—the assigned tags.
- Scan · Import file
- The two most important buttons float above the list: capture paper with the camera (1.1) or add an existing file (1.3).

1.1Scan
Scan turns a sheet of paper into a searchable PDF within seconds. The camera detects the edges of the page, straightens angled shots and removes the background.
Open the scanner
Choose “Auto”
Position the page
More pages, then “Save”
After Save, Smart Archive prepares the pages. A progress bar shows how the previews are being created; then Review scan opens.


1.1.1Review scan
Before anything goes into the archive, you see every captured page. The heading “Review scan · 1 pages” shows the count. Take a moment here—whatever you fix now won’t need fixing later.
Check the pages
Forgot a page?
Save
Cancel at the top right asks whether you really want to discard the scan. Continue scanning takes you back; Discard scan deletes the unsaved pages.

1.1.2Save
After Save, Smart Archive works through two steps on its own. You don’t have to do anything—just wait a moment.
1Recognizing text…Text recognition (OCR) reads every word—directly on the iPhone, even offline. The bar shows the progress in percent.
2AI is analyzing the document…AI assigns a meaningful name, detects the document type, sender, date and amount and chooses the folder and tags.
3Saved in the archiveThe finished document opens in the detail view. The green tick confirms it has been filed.
1.2Document details
Tap a document in the list to open it. The detail view is divided into four tabs. At the top are the document name and the Share button, which sends the PDF by mail, Messages, AirDrop or to the Files app.

1.2.1Document
The first tab shows all pages one below the other. Here you read the document without changing anything.
Tap a page
Read and copy in the PDF
Close


1.2.2Details
In the Details tab you review and change everything AI suggested. It has three parts.



Name and folder
Tap the Name field to change the title. Under Folder, a tap opens the list of all folders—subfolders are indented below their top-level folder. “Currently selected” shows the full path, such as “Housing & property ▸ Property financing & valuation”. If no suitable folder exists, create one right here with + New folder.
Tags
All tags of the archive are available as coloured buttons. One tap turns a tag on—it is then filled and shown with a tick—another tap turns it off. A document can have as many tags as you like, such as Important, Deadline and Tax-relevant at once. Use + New tag to add your own.
Recognized details
Here you find the data AI read from the text: document type, sender, document date, amount, invoice number, customer number, IBAN and more. Empty fields were not found in the document. You can fill in or correct any field; the document type is chosen from a list.
1.2.3AI
The AI tab brings together everything artificial intelligence can do with this particular document.
- Analyzed with AI
- Shows that the analysis has already taken place. If it says “Not yet analyzed with AI”, start it with Analyze with AI.
- Analyze again with AI
- Analyses the document again and updates the name, details, folder and tags—useful after adding pages or changing the AI settings.
- AI evaluation
- States which AI is currently in use—for example “Ready — included in the app, without a key and without setup” for the app AI.
- Summary
- Summarize makes AI explain in a few sentences what the letter is about. Especially with long information sheets, notices or contracts, this saves you reading it all.
- Question about the document
- Type your own question in the field—for example “When is payment due?” or “What notice period applies?”—and tap Answer question. The answer refers only to this document.


1.2.4Edit pages
Every scanned document can still be changed after saving. At the top are three actions for the whole document:
Add page
Run OCR again
Delete document
The individual pages follow below. Each page has its own buttons: Left and Right rotate it by 90 degrees, Up and Down move it in the order, Rescan replaces a blurred page with a new capture and Delete page removes just that one page.

1.2.4.1Delete document
Tap “Delete document”
Read the confirmation
Confirm or cancel

1.3Import file
Many documents no longer arrive on paper: invoices as email attachments, bank statements from online banking, contracts as PDFs. Import file adds them to the archive just like a scan.
Tap “Import file”
Choose a location
Tap the file

1.4Filters
As your archive grows, filters help you quickly see the right group of documents. Tap Filters—three filters open below, which you can combine freely, including with the search field.
- All folders (3)
- Shows only documents in one folder (1.4.1).
- All document types (3)
- Shows only invoices, contracts, notices and so on (1.4.2).
- Tags
- The outlined buttons below, e.g. “Deadline (1)”. Tap a tag to see only documents with that tag. You can select several tags at once.

1.4.1Folders
Tap All folders. The list shows top-level folders in bold with a dot and their subfolders indented below, each with the number of documents.
Choose a top-level folder
Choose a subfolder
Back to all

1.4.2Document types
AI detects the document type automatically when saving. Tap All document types and choose a type—the list then shows only matching documents.
Smart Archive recognises these types, among others:
- Invoice
- Payment reminder
- Receipt
- Contract
- Cancellation
- Quote
- Delivery note
- Bank statement
- Payslip
- Tax notice
- Official notice
- Insurance policy
- Medical report
- Prescription
- Certificate
- Warranty
- Payment order

1.5More
More, to the right of the document count, opens a small menu with two actions for the whole archive.
Refresh
Check duplicates

1.5.1Check duplicates
New documents are already checked for duplicates when saving (1.1.2). The duplicate search also scans the whole archive—important for older documents and for duplicates that only appear when two devices sync, for example when the same sheet was scanned on iPhone and iPad.



Start the search
Read the result
Compare and clean up
Folders
Tap Folders at the bottom. Here you see the complete folder structure of the open archive.
Every archive starts with a carefully prepared template: in the private archive, for example, Personal documents, Family & children, Housing & property, Finances, Taxes, Insurance or Health & care, each with suitable subfolders. The business archive has its own template—from Accounting & closing through Sales & customers to Personnel & payroll.
- Two levels
- There are top-level folders (bold) and subfolders (indented). More than two levels are intentionally not provided—this keeps filing clear and helps AI choose the right folder more reliably.
- Blue with a number
- Folders that contain documents are highlighted in blue; the count and an arrow appear on the right, e.g. “1 ›”. Tap it to open the document list already filtered by that folder.
- Edit folders
- Switches to edit mode (2.1).


2.1Edit folders
Tap Edit folders. Every folder becomes an input field with a red × button next to it. The button now says Done.
Rename
Delete
Create
Done

2.1.1Delete
Tap the × button
Check the confirmation
Confirm

2.1.2Create
Create a top-level folder
Create a subfolder
Let AI use it

Settings
Tap Settings at the bottom. At the top are three links to separate pages, below them expandable sections: tap a heading with the triangle to expand or collapse it.

3.1Manage tags
Tags work across folders: a document is always in exactly one folder but can carry any number of tags. Tax-relevant can therefore appear in any folder—and at the end of the year the tag filter shows all tax-relevant documents at a glance.
Create a new tag
Rename
See where it is used
Delete
Included by default are Important, Unpaid, Paid, Tax-relevant, Warranty, Deadline, Cancellation, Follow up, Confidential, Keep permanently and Completed, among others.

3.2Manage subscription
Manage subscription (or the expandable Subscription section) shows your active plan at the top, e.g. “Active subscription: Business”. Below, the table “What each plan includes” compares the three plans, and under Choose a plan you will find the prices—monthly or yearly, in your local currency.


| What you get | Standard | Pro | Business |
|---|---|---|---|
| Private archive | ✓ | ✓ | ✓ |
| Store PDF files and images | ✓ | ✓ | ✓ |
| Text recognition and search | ✓ | ✓ | ✓ |
| The app’s AI reads your documents | ✓ | ✓ | ✓ |
| Apple Intelligence on compatible devices | ✓ | ✓ | ✓ |
| Find duplicates | ✓ | ✓ | ✓ |
| Business archive | — | ✓ | ✓ |
| Store Word and Excel files | — | ✓ | ✓ |
| Your own instructions for the AI | — | — | ✓ |
| Your own OpenAI key | — | — | ✓ |
| Mac version | — | — | ✓ |
3.2.1Restore purchases
Your subscription is linked to your Apple account, not to a specific device. If you have a new iPhone, reinstalled the app or opened Smart Archive on iPad or Mac for the first time, Restore purchases brings back your existing subscription—you never pay twice.
Scroll down
Tap and sign in

3.2.2Buy a subscription
Choose a plan
Tap a price
Confirm with Apple
Done
If you cancel in the purchase sheet, nothing is charged. If a purchase still needs approval (for example with Ask to Buy in Family Sharing), the subscription becomes available as soon as Apple approves it.

3.3Help and introduction
“How Smart Archive works” is the built-in quick guide—ideal when you want to look something up on the go. Right inside the app, it explains:
- the two archives, Private and Business, and how to tell which one is open,
- the three plans and the trial,
- scanning, importing files, AI evaluation and choosing an AI,
- finding, viewing and sharing,
- customising folders and tags,
- how your data is handled and the Mac version.

3.4Archives
Smart Archive keeps two completely separate archives—each with its own folder structure, its own tags and its own AI preferences. Both are created automatically at first start; you don’t have to choose a storage location.
Everything personal: housing, finances, taxes, insurance, health, vehicles. Included in every plan.
Everything commercial: customers, suppliers, accounting, personnel, contracts, authorities. From Pro.
The expandable Archives section shows both archives. The open one says Active, the other has an Open button. The archives live in the app’s private iCloud area and are therefore synced between iPhone, iPad and Mac using the same Apple account. Refresh status checks again whether iCloud is available.

3.4.1Open
Tap “Open”
Confirmation
How to tell

3.5AI evaluation
Here you decide which AI evaluates your documents and whether that happens automatically. If you change nothing, Smart Archive chooses the best available AI by itself.



Choose the AI provider
“Automatic: Apple, otherwise the app AI” is recommended: where Apple Intelligence is available, processing is local; otherwise the app AI takes over. Alternatives: Apple Intelligence only (local), App AI only or—with Business—OpenAI API only. “Active AI” below shows which one is currently working.
The “Automatically analyze new documents with AI” checkbox makes sure every new document is analysed straight after text recognition. Without it, you start the analysis yourself in the AI tab.
Apple Intelligence
Runs entirely on the device: no costs, no internet required, no text leaves the iPhone. Requires iOS 26 or iPadOS 26 and an iPhone 15 Pro/Pro Max, iPhone 16 or later, iPad mini (A17 Pro) or an iPad with M1 or later. A yellow note tells you if something is missing. Check Apple Intelligence tests availability again.
App AI
Included in every plan—no key, no setup. It needs internet. Only recognised text is transferred, never page images or files; the service keeps no accounts and stores no document content. Test connection checks whether it is reachable.
3.6Scanning
This section has one switch: “Put in the archive immediately after Done”.
The fastest way: after Save in Review scan, the document goes straight into the archive. If an AI is available, it assigns the name, details, folder and tags first. Ideal when capturing many documents in one go.
After scanning, the additional File document step appears. There you check the name, document date, folder and tags before saving and file it with Put in archive. Ideal if you want to check every document yourself.
In both cases scanning never continues by itself: the app waits for you after every page.

3.7Text recognition
Text recognition (OCR) turns the image of a page into readable text. It is the basis for full-text search, for selecting and copying in the PDF and for AI analysis. It always runs entirely on the device.
Recognize text directly after scanning
Choose recognition languages
Update older documents

3.8Privacy
The Privacy section summarises what happens to your documents:
Your archives are stored in the app’s private iCloud area, which only you can access with your Apple account. All details are in the privacy policy.

iPad and Mac
On iPad and Mac everything works just as on iPhone—only laid out more generously. With an internet connection, all devices with the same Apple account sync through iCloud: scan on iPhone and the document appears on iPad and Mac shortly afterwards.
iPad




Mac




Mac requirements
Same archives
Transfer your plan
iPhone as a scanner
The quick start in five minutes
The quick start page sums up the essentials compactly—ideal for showing Smart Archive to someone.
Go to quick start