Everything in the Customer Portal

Create personal or team workspaces. Each workspace has its own folder tree, sharing, and AI auto-organisation. Drop a file — AI reads the filename and content, picks the right folder (Invoices, Contracts, KYC, Receipts, Reports), tags it, and files it.

1. 1Open Workspaces
2. 2Click New → name + visibility + toggle AI auto-structure
3. 3Click Upload (AI) — files are classified, foldered and tagged in one shot
4. 4Share with teammates by email

Industry-aware folders are pre-built per vertical (Banking, Insurance, Healthcare, etc.). List/grid views, filters, per-row Version history, Download, Star, More.

1. 1Open My Documents
2. 2Use the industry switcher in the topbar to swap folders
3. 3Click ⋮ on a row → Version history
4. 4Click ⬇ to download

Hybrid Semantic + keyword search across 8 scopes (Content, Metadata, OCR, Tags, Comments, Form fields, Translated, Redaction). Save searches and subscribe for alerts.

1. 1Press ⌘K anywhere
2. 2Type a natural-language query
3. 3Filter by Type, Date, Center, PII, Version
4. 4Save Search or Alert me

OCR + ICR (handwriting) pipeline with confidence scores. Choose a model, see drift, push to review queue.

1. 1Open Scan & Classify
2. 2Pick a model
3. 3Drag a scanned PDF or image
4. 4Review extracted fields → Approve

Workflows route documents through users/groups, parallel branches, conditional steps, timers, and e-sign. Delegate tasks; SLA & escalation are built-in.

1. 1Open Approvals
2. 2Pick a task in My Tasks
3. 3Approve / Reject / Delegate / Comment
4. 4See full history in the side panel

Manual tags, AI-suggested tags (accept/reject), tag groups with colours, hierarchical 'Finance / Invoices' tags, and a tag cloud.

1. 1Open Tags
2. 2Accept AI suggestions, create groups, merge or rename
3. 3Tag any doc from its row menu

WYSIWYG editor with auto-save, manual major/minor versions, and AI writing assistant (Summarize / Rephrase / Expand).

1. 1Open Editor
2. 2Write — auto-saves every few seconds
3. 3Click Check-in to create a version
4. 4Use AI buttons to transform selection

Two-way bus with the admin: receive broadcasts, file support requests, track responses.

1. 1Open Inbox & Support
2. 2New request → choose Support / Feature / Bug
3. 3Watch status flip when admin replies

Live storage, scan volume, plan limits, invoice history with one-click PDF.

1. 1Open Usage & Billing
2. 2Review consumption
3. 3Download invoices

Every doc has linear v1 → vN. Each version has author, date, change log, size, status. Restore to any version with one click.

1. 1Click 🕘 on any document
2. 2Pick a version to preview
3. 3Click Restore — creates a new version

Share workspaces by email, or single documents via link with expiry. All shares are audited.

1. 1Workspaces → Share
2. 2Add emails or generate link
3. 3Set expiry / permissions