A short guide to your workspace and document analysis.
Open Documents, create an analysis, choose a mode and add supported files or a paper scan.
Create or join a workspace
Create a personal or business workspace. Business teammates join using an invitation.
Create an analysis
Open Documents, create an analysis, choose a mode and add supported files or a paper scan.
Upload or connect cloud storage
Upload files, use Paper Scan, or import selected files from a connected Google Drive, OneDrive or SharePoint source.
Run AI analysis
Open the document set and start analysis. Processing runs in the background; return to review the result.
Review the result
Check the summary, fields, risks, dates, amounts and recommended actions against the original documents before making decisions.
Reports and export
Review available activity reports and export permitted results where your role allows it.
Controlled review workflow
Documents are private to their creator by default. Owners, admins and department managers do not automatically see their content. An authorized person explicitly assigns a document to a reviewer, who can approve it or request changes within their granted permissions.
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