Your first shared dossier

1. Create your dossier

Open Ormind and sign in. In the left sidebar, choose Create your first dossier (or New dossier). Give it a simple identifier, such as my-renovation, then choose Create.

Keep one dossier per topic and per group of people you want to follow it with.

2. Invite the right people

Open your dossier’s menu and choose Share. As its owner, enter the person’s email address, choose their role and click Invite.

Reader: read the shared content.
Contributor: read it and add documents to Inbox.
Editor: also update the Wiki and deliverables.

The person joins by accepting the invitation with the account matching that email address. If the app says no email was sent, copy the invitation link provided and send it to that person.

One dossier with your contractor, another with your family, a third with your building manager: each dossier has its own members. Inviting someone here does not open your other dossiers to them. The owner can later change roles or remove a member through Share.

3. Add the first documents

Open Inbox in your dossier and add a text file, PDF, photo or spreadsheet. Check that the files appear. You can also add them through the composer.

For Aster, download the demo ZIP, unzip it, and add the six files to a dedicated dossier. Do not upload this page of answers: let AI work from the sources.

4. Ask for a first overview

Check that the right dossier is open, then send your question in its conversation. Ask for the documents to be integrated into the dossier’s summary.

Read the documents in this dossier and prepare a first overview. Separate confirmed facts, decisions made and open questions. Cite the source documents, then suggest the next actions.

Uploading keeps the documents. Then ask AI to read them and update the dossier.

5. Check and correct

Open the cited documents. Compare an amount, date or decision with the source. Point out an error in the conversation, naming the relevant document.

The source [document name] states [correct information]. Check this point, correct the dossier summary and explain what the correction changes.

Original documents remain accessible in Inbox. Summary pages are in Wiki, and generated documents are in Deliverables.

6. Return together

Add the new email or meeting note to the same dossier. Ask what it changes and have the shared summaries updated. You and the other members can return to the documents and decisions each of you has access to.

I have added a new document. What does it change compared with the previous situation? Update the dossier and distinguish confirmed changes from points that need checking.

To make the result available to others, ask AI to save it in the dossier’s Wiki or deliverables, according to your permissions. A proposal stays unconfirmed until someone accepts it.

If you get stuck.

The upload appears, but the dossier is not updated

In the dossier’s conversation, explicitly ask to read the new documents and update the Wiki pages. If a document cannot be read, keep the error message for support.

An analysis fails or a limit is reached

Read the displayed message. If a Resume action is offered, use it to continue from the dossier’s current state. A compute limit does not erase your documents; you can still read them.

I want to take my files with me

If you own the dossier, its menu offers Export archive. You can also download documents from their views. Keep a copy of important source files.

I want to use ChatGPT or Claude

Follow the connection guide. For the first check, ask the assistant to list your dossiers and check that it finds the expected one.

Still stuck? Tell support what you were trying to do and the message you saw.