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Result, agent and search: ask your documents, find content

Document AI & DMS 0:57 2026-10-16

What the AI made of the uploaded documents, how the agent answers questions and cites its sources, and how search finds content, not just file names.

What you will learn

  • See descriptive names, titles, summaries, document types and keywords at a glance
  • Ask the agent about your documents and open its sources directly
  • Find terms in the content even when they are not in the file name
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Transcript

This is what the result looks like. The files have been assigned descriptive names, along with titles and brief summaries. Additionally, document types and keywords are displayed. All of this was generated by the AI. Now I ask the agent. For example: What happened in project X200 for Norvexa? The agent searches the Workspace, reads the relevant documents, and answers in full sentences: delivery, disruption, and acceptance in September. And it cites its sources, which I can open directly. The search finds not just file names, but content as well. I’m looking for: notice period. There it is: the amendment to the master service agreement with Norvexa. The term is not in the file name but in the content, and the search still finds it.

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