--- title: "Docsi guides: files, study and AI" description: "21 Docsi AI guides for study sheets, sources, text recognition, conversion, PDF, Excel, CSV, charts, windows and credits – with examples and templates." url: https://docsi.impulse-apps.de/en/guides/ language: en website: Docsi publisher: Impulse Apps --- Understand Docsi # From a file to a useful result. Guides for your first task, study sheets, local file processing and thoughtful use of AI. Choose the workflow you need right now. Study and work Files and outputs AI, data and subscription Troubleshooting Go straight to the task ## What do you want to work on? Choose your workflow for the relevant guide and a checklist for your workflow. **Checklists and guides** **Your first task with Docsi** Add a file, give a clear task, review the sources and save a finished document: your introduction to Docsi. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/getting-started/#practice) **Turn course material into a study sheet** Use Docsi to create clear study sheets, review questions and glossaries from your own course material. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/create-study-sheets/#practice) **Understand sources and check statements** Use Docsi source references, check PDF pages and understand the limits of a sourced AI response. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/review-sources/#practice) **Recognise text in scanned PDF pages** Local text recognition in Docsi: read scanned PDFs automatically during a task, recognise German and English, and review the results. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/text-recognition/#practice) **Convert files and choose a format** PDF, DOCX, TXT, Markdown, CSV and XLSX in Docsi: supported inputs, local conversion and important format limits. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/convert-files/#practice) **Combine several PDFs into one file** Merge PDFs locally with Docsi, check their order and save a separate combined document. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/merge-pdfs/#practice) **Analyse spreadsheets and explain the results** Analyse CSV and XLSX with Docsi: check numeric values, groups, key figures and charts transparently. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/analyse-spreadsheets/#practice) **PDF, Word, Excel or Markdown?** Choose the right Docsi export format and review text, tables, charts and print layout before sharing. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/export-formats/#practice) **Use a visible window as a source** Understand window drop and screen text in Docsi: the visible view, local recognition and limits of captured content. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/windows-as-sources/#practice) **Which content an AI task uses** Distinguish local processing from AI tasks in Docsi: select sources, review text and share data deliberately. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/ai-and-privacy/#practice) **Manage credits, licence and devices** Find Docsi credits and devices, activate a licence key and manage your subscription in the customer portal. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/credits-and-devices/#practice) **Compare two document versions clearly** Compare old and new document versions with evidence, without claiming a technical exhaustive diff or legal assessment. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/compare-document-versions/#practice) **Turn meeting notes into clear next steps** Structure existing meeting notes into decisions, actions and unresolved questions with explicit review rules. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/organise-meeting-notes/#practice) **Transfer receipts into a reviewable table** Transfer invoice numbers, amounts and dates from supplied receipts and check each important digit. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/turn-receipts-into-tables/#practice) **Create a chart with a clear message** Prepare a table for a traceable Docsi chart and review axes, units and comparison baselines. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/charts-with-a-clear-message/#practice) **Check CSV data before analysis** Check CSV columns, separators, decimal values and identifiers before analysis and preserve the original. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/check-csv-data/#practice) **Use a web page as text rather than only a link** Distinguish URL, browser capture and visible window and choose the appropriate Docsi context for web pages. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/use-a-web-page-as-text-source/#practice) **Use text from images and screenshots carefully** Use images as Docsi sources, check locally recognised text and account for crop, resolution and character errors. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/review-text-from-images/#practice) **Diagnose protected files and import errors** Distinguish password protection, damaged files and unsupported content during Docsi import and PDF merging. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/protected-files-and-import-errors/#practice) **Continue interrupted tasks deliberately** Diagnose Docsi interruptions using status, source, connection and credits and avoid blind retries. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/resume-interrupted-tasks/#practice) **Organise local drafts and retention deliberately** Organise Docsi drafts and important exports and distinguish local retention from cloud content. [Open workflow and template](https://docsi.impulse-apps.de/en/guides/local-drafts-and-retention/#practice) ## Study and work [Study and work](https://docsi.impulse-apps.de/en/guides/getting-started/) ### Your first task with Docsi Add a file, give a clear task, review the sources and save a finished document: your introduction to Docsi. **Read the guide** [Study and work](https://docsi.impulse-apps.de/en/guides/create-study-sheets/) ### Turn course material into a study sheet Use Docsi to create clear study sheets, review questions and glossaries from your own course material. **Read the guide** [Study and work](https://docsi.impulse-apps.de/en/guides/review-sources/) ### Understand sources and check statements Use Docsi source references, check PDF pages and understand the limits of a sourced AI response. **Read the guide** [Study and work](https://docsi.impulse-apps.de/en/guides/windows-as-sources/) ### Use a visible window as a source Understand window drop and screen text in Docsi: the visible view, local recognition and limits of captured content. **Read the guide** [Study and work](https://docsi.impulse-apps.de/en/guides/compare-document-versions/) ### Compare two document versions clearly Compare old and new document versions with evidence, without claiming a technical exhaustive diff or legal assessment. **Read the guide** [Study and work](https://docsi.impulse-apps.de/en/guides/organise-meeting-notes/) ### Turn meeting notes into clear next steps Structure existing meeting notes into decisions, actions and unresolved questions with explicit review rules. **Read the guide** [Study and work](https://docsi.impulse-apps.de/en/guides/use-a-web-page-as-text-source/) ### Use a web page as text rather than only a link Distinguish URL, browser capture and visible window and choose the appropriate Docsi context for web pages. **Read the guide** ## Files and outputs [Files and outputs](https://docsi.impulse-apps.de/en/guides/text-recognition/) ### Recognise text in scanned PDF pages Local text recognition in Docsi: read scanned PDFs automatically during a task, recognise German and English, and review the results. **Read the guide** [Files and outputs](https://docsi.impulse-apps.de/en/guides/convert-files/) ### Convert files and choose a format PDF, DOCX, TXT, Markdown, CSV and XLSX in Docsi: supported inputs, local conversion and important format limits. **Read the guide** [Files and outputs](https://docsi.impulse-apps.de/en/guides/merge-pdfs/) ### Combine several PDFs into one file Merge PDFs locally with Docsi, check their order and save a separate combined document. **Read the guide** [Files and outputs](https://docsi.impulse-apps.de/en/guides/analyse-spreadsheets/) ### Analyse spreadsheets and explain the results Analyse CSV and XLSX with Docsi: check numeric values, groups, key figures and charts transparently. **Read the guide** [Files and outputs](https://docsi.impulse-apps.de/en/guides/export-formats/) ### PDF, Word, Excel or Markdown? Choose the right Docsi export format and review text, tables, charts and print layout before sharing. **Read the guide** [Files and outputs](https://docsi.impulse-apps.de/en/guides/turn-receipts-into-tables/) ### Transfer receipts into a reviewable table Transfer invoice numbers, amounts and dates from supplied receipts and check each important digit. **Read the guide** [Files and outputs](https://docsi.impulse-apps.de/en/guides/charts-with-a-clear-message/) ### Create a chart with a clear message Prepare a table for a traceable Docsi chart and review axes, units and comparison baselines. **Read the guide** [Files and outputs](https://docsi.impulse-apps.de/en/guides/check-csv-data/) ### Check CSV data before analysis Check CSV columns, separators, decimal values and identifiers before analysis and preserve the original. **Read the guide** [Files and outputs](https://docsi.impulse-apps.de/en/guides/review-text-from-images/) ### Use text from images and screenshots carefully Use images as Docsi sources, check locally recognised text and account for crop, resolution and character errors. **Read the guide** [Files and outputs](https://docsi.impulse-apps.de/en/guides/protected-files-and-import-errors/) ### Diagnose protected files and import errors Distinguish password protection, damaged files and unsupported content during Docsi import and PDF merging. **Read the guide** ## AI, data and subscription [AI, data and subscription](https://docsi.impulse-apps.de/en/guides/ai-and-privacy/) ### Which content an AI task uses Distinguish local processing from AI tasks in Docsi: select sources, review text and share data deliberately. **Read the guide** [AI, data and subscription](https://docsi.impulse-apps.de/en/guides/credits-and-devices/) ### Manage credits, licence and devices Find Docsi credits and devices, activate a licence key and manage your subscription in the customer portal. **Read the guide** [AI, data and subscription](https://docsi.impulse-apps.de/en/guides/resume-interrupted-tasks/) ### Continue interrupted tasks deliberately Diagnose Docsi interruptions using status, source, connection and credits and avoid blind retries. **Read the guide** [AI, data and subscription](https://docsi.impulse-apps.de/en/guides/local-drafts-and-retention/) ### Organise local drafts and retention deliberately Organise Docsi drafts and important exports and distinguish local retention from cloud content. **Read the guide** ## When a file or task gets stuck Start where the workflow stops: import, reading, AI or saving. A specific error message is more useful than several untargeted restarts. ## Check whether the file is the cause Open the input in its original program first. Check that it is readable, supported and within the file limits. A scanned PDF needs recognition; an apparently empty text source is not automatically an AI error. Try a small, non-sensitive file in the same format. This helps identify whether the problem affects only one source. Do not change or delete your originals for this check. ## Check the connection and access 1. Read the message and note which step shows it. 2. Check the licence and credit balance under Settings → Subscription. 3. For AI tasks, check the active service and connection. An AI provider of your own may limit the request through its account or model. 4. For an interrupted task, check any existing result before starting another attempt. ## Useful details for support Describe your operating system, Docsi version, file format and exact message. Include the steps that reproduce the problem. Share only an approved sample file or a cleaned excerpt, never a licence or API key. **Why are images or special layouts missing?** Import uses a supported content structure. Complex external layouts are not recreated losslessly. Check the format guide and keep the original. **Should I email my licence key to solve the problem?** No. For subscription issues, give the purchase email and error message. Access keys do not belong in a normal support description. [Support and contact](https://docsi.impulse-apps.de/en/support/)