Your First 5 Minutes with Archevi
RHRob HudsonJanuary 10, 2026(Updated April 2, 2026)2 min read
You signed up. Now what? Here’s how to get value from Archevi in your first five minutes.
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Step 2: Upload your first document
Click Upload and drop in a PDF. Good first documents to try:
- A home or auto insurance policy
- Your most recent tax return
- A lease or mortgage agreement
- A benefits plan from your employer
Archevi processes the document in about 30 seconds. It reads every page and indexes the content for questions.
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Step 3: Ask a question
Go to the chat and ask something about the document you just uploaded. For example:
- “What’s my home insurance deductible?”
- “Does my benefits plan cover physiotherapy?”
- “When does my lease expire?”
- “What was my total income last year?”
Archevi answers in plain language, drawing from the actual document content.
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Tip
What to upload next
Once you’ve got the basics down, start building your vault with these high-value documents:
- All insurance policies (home, auto, life, health)
- Wills and powers of attorney
- Property deeds and mortgage documents
- Investment account statements
- Medical records and prescriptions
- Vehicle registrations and warranties
- Tax returns (last 3–5 years)
The more documents you add, the more powerful the Q&A becomes. Archevi can cross-reference across documents, so you can ask things like “Are there any gaps in our insurance coverage?” and get a meaningful answer.
