amaise automatically organizes the documents in your case. Here’s how the different organization systems work.
Dossiers
The case dossiers display different copies of the documents. Your own dossier and the dossier of a third-party insurer for the same case may be shown in separate case dossiers.
Own files — Documents that belong to your own insurance records
Third-party files — Documents from third parties or other insurers
Recognized by amaise — The AI automatically assigns the file to a dossier
When you upload, amaise automatically assigns each document to a dossier. To move a document to another dossier:
Drag the document from the document list onto the right dossier in the Dossiers section of the filter sidebar. If the dossier isn't there or is greyed out, expand the section if needed and click the eye icon Show all dossiers in the section header. It appears when you move the mouse over the section and shows all dossiers, including empty ones.
amaise asks whether the other documents from the same source file should go there too: choose Only this document or All documents.
If you moved a document by mistake, move it back to its original dossier. If the automatic assignment is wrong, also report it to us in the support chat — see the section "Reporting a wrong result" in Document study: Document list.
💡 The dossier assignment determines in which file structure the document is displayed. A document always belongs to exactly one dossier.
Document types
Documents are automatically classified and shown in a hierarchical tree for quick and easy navigation.
Automatic classification — amaise recognizes the document type (e.g., medical report, correspondence, invoice) automatically
Hierarchical structure — Document types are grouped into categories (e.g., Medical, Administrative, Correspondence)
Count per type — The number of documents for each type is shown next to it
Click a document type in the filter sidebar to show only documents of that type.
Duplicates
amaise automatically detects duplicates within a case: they are hidden behind the original document and can be shown, reviewed, or marked manually at any time. How detection and review work is covered in Document study: Duplicate detection.
Manual labels
Create your own labels to group or mark documents individually:
Create labels — Click the plus icon in the Labels section of the filter sidebar. This requires the appropriate permission — not all users can create labels.
Assign labels — Drag and drop a document onto a label in the filter sidebar, or use the labels menu in the document row. Adding or removing a label can be undone right away via Undo in the notification.
Filter by labels — Click a label in the filter sidebar to show only labeled documents.
Other users’ personal favorites are also shown in the label overview.
Trash
Deleted documents land in the trash. Whether you can get a document back depends on how it was deleted.
Delete document — Hover over a document and click the trash icon, or drag and drop the document onto the trash icon at the very top of the filter sidebar.
Show trash — Click the trash icon next to Active at the very top of the filter sidebar to see every deleted document. The number next to it shows how many documents are in the trash.
Restore — A document you deleted yourself can be brought back anytime via Restore.
Documents that cannot be restored
Some documents in the trash cannot be restored — namely when it wasn't the single document but its underlying source file that was deleted. Because the file the document came from no longer exists, amaise cannot bring it back. These documents are marked with a warning icon (in a case imported from another system, with the integration icon), and Restore is disabled. A note tells you why:
Deleted from the case — Someone removed the source file from the case in the file manager. You'll find out how in the article Cases overview: Managing cases.
Deleted in the source system — When a case is imported automatically from another system, the file may have been deleted there. Then the related documents stay in the trash for good, too.
💡 If you might want a single document back later, delete that specific document — not the whole source file. Only documents you deleted yourself can be restored.