Explore documents in Vault
Explore gives teams a focused way to compare and investigate documents. Choose the documents in scope, optionally include Vault tags and extracted information, and ask a question in plain language. Explore returns key findings, comparison tables, and charts. Tables can be downloaded as CSV and charts as PNG. Save a useful scope and prompt as a view, then share it with your team where your Vault permissions allow.More flexible Vault organisation and uploads
Vault now supports more structured ways to manage document collections:- Client-scoped Vault navigation and folders help teams keep documents organised by client or workspace.
- Document scopes and document-type settings make it easier to control which content and extraction configuration apply to a review.
- Direct email uploads let teams send documents into Vault without first saving them locally.
- Multi-file bundle uploads group related files together and help identify duplicate documents.
- Spreadsheet handling now covers more table-focused workflows, including XLSX and XLSM uploads, on-demand table extraction, and guided questions over extracted tables.
Better evidence review and exports
Document review now makes source evidence easier to follow with a lighter preview experience, clearer evidence navigation, and improved tag, table, and entity review. Vault answers and reports also provide stronger reference and quality signals. Exports can preserve more of the answer context, including unanswered questions and clearer chart values, so reviewers can understand what was found and what still needs attention.More control in Workbench and Workflows
Workbench and Workflows now give you more precise control over the documents and tasks you run:- Use session-level Vault scopes and first-class workflow document scopes to target the right files and folders.
- Browse and duplicate agents and workflows from list views.
- Use intake forms and stakeholder hand-offs for structured requests.
- Upload multiple files more reliably, with resumable uploads for longer-running work.
- See clearer progress and lifecycle states for long-running Workbench tasks, including stop, resume, and recovery flows.
- Build spreadsheet-based reviews and control-testing workflows from Vault evidence, with downloadable workbook and report outputs.