MyDocVault
Sign in with Google. Access is invite-only.
Apple sign-in can be enabled next; this build is Google-only.
Upload your documents
Max files per upload: 10Supported: PDF, PNG, JPG/JPEG, WEBP, HEIC/HEIF.
After upload, we take you to Review to confirm/correct tags.
File names are used automatically in your library.
Privacy warning: Do not upload PHI, PII, or PCI data. This app uses a shared responsibility model — you are responsible for ensuring your uploads comply with applicable laws and policies.
Processing is automatic. PDFs are text-detected; images are OCRed for indexing.
Connecting to your workspace…
Choose or drop file(s)
PDF or image (PNG/JPG/WEBP/HEIC)
or drag & drop files here
Upload queue
Document type
Business use
Classification confidence
Review target: none selected.
Recent uploads
Review Queue
Manual review is required before documents can be used in downstream tabs.
Loading…
Review Details
Review target: none selected.
Document type
Business use
Classification confidence
Extraction inspector
Select a document and inspect extracted fields + chunk previews used for retrieval.
Loaded: 0 · Visible: 0
Document fields
Document preview
Vector chunk preview
Library
Showing 0-0 of 0 filtered (0 total)
Answer
Chats
Recents
Expense Analysis
Expense-focused ask flow for reviewed documents.
Ask mode presets
Answer
Sources
Document selector
Scope
Selected: 0
showing 0 of 0
Chats
Recents
Tax Prep
Tax prep ask flow for reviewed documents.
Ask mode presets
Answer
Sources
Document selector
Scope
Selected: 0
showing 0 of 0
Life Events
Select documents, analyze, confirm, save.
Selected: 0
Documents
Analysis
Run analysis on selected documents.
Confirm or correct event
Actions
Note (optional)
Integrity Checker
Select uploaded documents and run integrity analysis.
Selected: 0
Documents
Analysis
Run analysis on selected documents.
Document signals
Pair similarities
Help center
How to use MyDocVault from upload to Q&A and add-on analysis.
Upload
1. Add files with drag-drop or Select files.
2. Wait for ingestion to complete in Recent uploads.
3. If upload fails, open Documents for reingest or diagnostics.
Review (required)
1. Open Review after upload and complete required tags.
2. Use Select all for batch workflows, then Save review tags.
3. Documents become query-ready only after successful ingest + review.
Documents
1. Use Documents to inspect extracted fields and scanned content.
2. Confirm OCR quality, detected metadata, and vector chunk preview.
3. Use this screen to troubleshoot why a document is not query-ready.
Chat
1. Go to Chat, select documents in Document selector, then ask.
2. Use All docs or Selected scope based on your intent.
3. Use the microphone button to dictate, then submit with Ask.
Expense Analysis (add-on)
1. Select reviewed documents relevant to expense workflows.
2. Edit the prompt if needed and run Expense analysis.
3. Review answer and sources to validate extracted evidence.
Tax Prep (add-on)
1. Select reviewed tax-relevant documents.
2. Run Tax prep with the default checklist prompt or your own.
3. Use output as a checklist for missing support and categorization.
Lifeevents
1. Select documents and run analysis.
2. Confirm or correct detected event, then save decision.
3. Actions are driven by life event policies configured for your account.
Integrity
1. Select documents and run integrity analysis.
2. Review AI risk, adult likelihood, and pair similarities.
3. Use this before downstream decisions when data quality is uncertain.
Operations
Server health, configuration flags, limits, and recent ingest failures. This screen is the home for future admin dashboards (exports, filters, CloudWatch deep links, etc.).
Snapshot
No snapshot loaded yet. Click “Refresh snapshot”.
Audit logs (admin actions)
Immutable append-only records of admin actions (invites, mappings, retries, policies, exports).
Ingestion status (all users)
Production support view over existing documents.
Tag catalog
Document type tags
Built-in defaults are protected from delete. Delete is available on custom rows.
Business use tags
Built-in defaults are protected from delete. Delete is available on custom rows.
Confidence tags
Built-in defaults are protected from delete. Delete is available on custom rows.
Noise terms
Built-in defaults are protected from delete. Delete is available on custom rows.
Strict category terms
Built-in defaults are protected from delete. Delete is available on custom rows.
Settings / Admin
Configure backend URL and vector namespace settings. This deployment is AWS-only (Bedrock + S3 vectors).
AI Provider Mode
Choose Bedrock or Auto. This deployment is AWS-only.
These settings are sent as request headers and can be overridden by server env defaults.
Answer LLM provider
Embedding provider
Backend API URL
Use your deployed backend HTTPS URL.
S3 vector namespace (optional)
Access requests
User domain mapping
Data Lifecycle (admin)
Lifecycle policy APIs are not exposed in this repo backend.
Audit logs (admin actions)
Immutable append-only records of admin actions (invites, mappings, retries, policies, exports).
Feature exposure
Expose/hide features globally. Help is universal.