Simple: one source and one task. Intermediate: compare or connect work. Advanced: combine evidence, verify, and reuse.
These are Windows workflow examples, not additional mobile tools. Copying a question never uploads files, runs a rule, or creates a document.
120 matching examples · Page 5 of 10
EX049 · Simple · Smart Document Review
List the owner and deadline checks for the new contract selected in Review.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
Tell me what to check first in the changed document selected in Review.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
Leave unreadable parts of the selected document unresolved instead of guessing.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
Extract dates and amounts to check against the original in Review.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
List items to compare between the changed contract in Review and its previous version.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
Identify low-confidence scanned-PDF figures that could affect the conclusion.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
List items, quantities, and delivery dates in the new purchase order that need source review.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
Create a checklist for signatures, issue date, and attachments in the document selected in Review.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
Cross-check an uncertain contract amount against another document without mixing different contracts.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
Explain which conclusions in an earlier report need review because the source changed.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
Suggest review priority by deadline and impact; I will mark completion only after checking originals.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
Prepare a review note separating resolved checks from missing evidence before I mark review complete.
Local evidence lookup · Optional Hybrid assistance
How to use
Prepare sources
First select new, changed, or unreadable items in Smart Document Review. Unreadable content is not established evidence.
Expected result
Items requiring user review and the reasons; unreadable or missing content is not guessed.
Next action
Check the original in Review and mark only verified items complete. Filling a question never completes review or edits the source.
Examples prepare a request. Navigation, rule saving, document creation, and external transfer require separate review and approval. Check actual availability.
Optional. We record only page category, language, edition, channel, campaign code, version, time, and a server-hashed pseudonym. We never record document names, paths, questions, answers, inquiry text, email, or payment instruments. Declining does not limit any product feature.
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