Vault surfaces
| Surface | What it is for |
|---|---|
| Vault document list | Browse, search, filter, sort, assign, archive, and open documents in a Vault or folder. |
| Document types | Configure the categories and default fields used for extraction and review. |
| Custom tags | Create and run reusable questions, chained tags, entity extraction tags, table-aware tags, and image tags. |
| Ask Vault | Ask questions, create reports, run Vault-scoped agents/workflows, and inspect long-running outputs. |
| Vault editor | Review a single processed document, validate extracted values, inspect sources, tables, images, and entity graph. |
| Pop-out views | Open tag cards, extracted tables, or entity graph in focused full-window views. |
Document management
Vault can manage documents through the full document lifecycle:- Upload or import files into a Vault.
- Organize documents into folders.
- Browse document tables with configurable columns.
- Search, filter, and sort by document name, type, folder, status, assignee, and extracted values where available.
- Create or move documents into private folders and select which users should retain access.
- Select documents for batch actions.
- Assign or unassign reviewers and assignees.
- Archive, restore, or remove documents where permissions allow.
- Open documents in the validation editor.
- Track processing, publication, failure, and completion states.
Document types and default tags
Document types define the extraction profile for a class of documents. They can include default tags, prompts, validation expectations, and Vault-specific processing settings. Vault settings support:- Creating document types.
- Updating document type settings.
- Deleting custom document types when not in use and permitted.
- Assigning document types to Vaults.
- Copying or reusing default tags.
- Promoting or sharing document type configuration where supported.
- Enabling Vault-specific processing settings, such as table extraction, embedded image classification, extensive text extraction, and image model processing.
Custom tags and questions
Custom tags let a team ask repeatable questions over documents and persist the answers. See Tags and extraction for the detailed reference. Supported patterns include:- Fact-style questions over document text.
- Aggregation tags for broader retrieval and synthesis.
- Chained tags that use custom tags, default tags, entities, or tables as context.
- Entity resolution tags that extract named entities and descriptions.
- Image tags that use selected screenshots or embedded images.
- Tags with reasoning or semantic card output.
- Bulk tag runs over selected documents or whole Vault scopes.
Extraction and processing
Vault processing can include:- Document type prediction or assignment.
- Text extraction and OCR where applicable.
- Default tag extraction.
- Custom tag/question extraction.
- Embedded image extraction and classification.
- Image transcription through image types and image tags.
- Table extraction and line-item extraction.
- Entity extraction and entity relationship resolution.
- Document reprocessing after configuration changes.
Ask Vault
Ask Vault answers questions using Vault documents, extracted tags, selected documents, and optional uploaded reference files. Ask Vault can support:- Quick answers with source documents.
- Comparisons between documents or uploaded reference material.
- Saved report generation.
- Tables and chart-ready summaries.
- Running on-demand agents over Vault documents.
- Running workflows from a Vault context.
- Tracking report, tag, document-processing, workflow, and agent status.
Vault editor
The Vault editor is the single-document review and validation surface. It is used after a document has been uploaded or imported and processing has begun or completed. The editor supports:- Viewing the document with pagination and search.
- Reviewing extracted default tags and custom tags in cards.
- Editing extracted values where permitted.
- Validating or correcting values against source evidence.
- Seeing source passages and highlights linked to fields.
- Sorting and organizing field cards.
- Opening tag cards in a pop-out view.
- Viewing extracted tables and line items.
- Opening tables in a dedicated pop-out table view.
- Viewing resolved entities and relationships in an entity graph.
- Opening the graph in a pop-out view with zoom, filtering, and PNG export.
- Creating new custom questions from the document context.
- Creating image tags from selected document screenshots.
- Viewing uploaded Word or PDF-style documents through the appropriate visualizer.
Tables, entities, and images
Vault-specific analysis features include:| Feature | What it does |
|---|---|
| Table extraction | Detects and extracts tables or line items from in-scope documents. |
| Table editor/pop-out | Lets users inspect extracted tables in a focused view. |
| Entity extraction | Extracts entities such as parties, people, organisations, or domain-specific entities. |
| Entity graph | Displays entity relationships and evidence, with pop-out graph controls. |
| Screenshot selector | Lets users select image regions from a document for image-based tags. |
| Image type settings | Configure image transcription/classification behavior for a Vault/document type. |