You signed up. Now what? Here’s how to get value from Archevi in your first five minutes.

Step 1: Create your vault

After signing up, you’ll land on your dashboard. Your vault is already created and ready to go. Think of it as your family’s private, searchable filing cabinet.

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.

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.

Step 4: Check the citation

Every answer includes a citation — the document name and page number where the information was found. Click the citation to see the source. This is how you verify the answer is real, not hallucinated.

Step 5: Invite a family member

Go to Settings > Family Members and send an invite. Shared access means both partners can ask questions and upload documents to the same vault.

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.