Leverage AI-powered document management for enhanced efficiency
The Document Store is an intelligent document management system designed to revolutionise how professionals organise, access, and utilise their documents. It’s an intuitive platform that not only stores your files but also enhances your ability to work with them effectively, even if you’re not tech-savvy.
Access an extensive, AI-curated library of information, continuously updated with the latest relevant data.
Secure Private Vaults & Public Stores
Choose between creating encrypted, private vaults for confidential documents or using public stores to access shared resources. Private vaults ensure privacy and regulatory compliance.
Seamless Workflow Integration
The Document Store integrates seamlessly with other features, creating a cohesive ecosystem for your processes.
Begin by navigating to the Document Store tab and selecting “Create New Vault.” In this step, provide essential details:
Name: Give your document store a clear, descriptive name.
Subtitle: Add a brief subtitle for additional context.
Description: Describe the purpose of this store and the types of documents it will contain, helping users understand its intended use.
Once these fields are completed, click “Next Step” to proceed with configuring your vault.
2
Choose an AI Model
Select one of four available AI models, each with unique capabilities and pricing, to process and analyse your documents in the way that best suits your needs.
3
Define Document Store Columns
Customize the fields that will be extracted from your documents. Choose from an existing template or create a custom column structure from scratch.
Once columns are created, they cannot be modified. Plan your column structure carefully.
4
Add and Manage Documents
After setting up your columns, upload documents to the vault. The system will automatically extract information based on your column setup, enabling easy retrieval and management of document metadata.
Once your vault is set up, you can integrate it with your workflows. This integration allows AI to access and utilise relevant information as needed, enhancing its utility in your daily processes.
Enhanced compliance management through AI-assisted monitoring
Automation of routine tasks, freeing up valuable time
The Document Store is designed to amplify your expertise by providing AI-driven, organised, and insightful document management. It’s a powerful tool that complements your professional skills and streamlines your workflows.
While the AI-powered Document Store offers advanced features to enhance your work, it’s crucial to remember that it’s a tool to augment your expertise, not replace your professional judgment. Your domain knowledge remains indispensable in interpreting and applying the AI-generated insights.