NEXAFILE PRODUCT GUIDE
Reports and Excel export
A short guide to your workspace and document analysis.
Reports and Excel export
PDF report for each document
Summary · Key information · Risks · Important dates · Recommended actions. Only the uploader or creator can download the report.
My reportsMy usage
Company reportsCurrent plan usage
Department reportsMember usage
Analyzed document reportsOpen analyzed document reports
Review the result
- Check the summary, fields, risks, dates, amounts and recommended actions against the original documents before making decisions.
- Owners and admins invite teammates. Each person receives access according to their assigned role and document permissions.
- 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.
