Documents
In the Documents area you have all uploaded documents in your account in one central place: searchable, filterable and automatically evaluated by Smart Analysis.
Overview
| Element | What it does |
|---|---|
| Search bar | Full-text or file name search, switchable via File name / Content |
| Filters | Group, category and entity, individually or combined |
| Documents table | All results with category, entity, asset and date |
| Detail view | Metadata, assignment and automatic Smart Analysis of a single document |
Step-by-step guide
- Open the Documents menu item in the sidebar.
- Use the File name or Content switches to choose what the search bar should search.
- If required, narrow down the list using the three drop-downs: Group (e.g. “Contracts”, “Finance”, “Real estate”), Category (e.g. “Valuation report / appraisal”, “Securities account statement”, “Land register extract”) and Entity (the person or company to which the document is assigned).
- Reset a filter via All groups, All categories or All entities to see the full list again.
You can combine all three filters, for example “Valuation report / appraisal” and a specific entity at the same time.
- Click a row in the documents table to open the detail view.
- Under Metadata you see the file name, category, an optional description and the Confidential option.
- Under Assignment you see which entity and which asset the document is assigned to.
- Under Smart Analysis, Finaure automatically provides the title, description, document type, date, a recommended action, tags and a confidence value.
- Close the view using the × symbol at the top right. You return to the list of documents.
Two different dates: The Date column in the table shows when the document was created in Finaure. The Date field in Smart Analysis shows the date recognised in the document’s content, e.g. the valuation date of an appraisal. Where the date referred to in the content matters, the date from Smart Analysis applies.
Frequently asked questions
What is the difference between searching by “File name” and “Content”?
“File name” searches only the name of the uploaded file. “Content” searches the full text of the document as recognised by Finaure. This means you can find a document even if you only remember a term in the text.
Can I use several filters at the same time?
Yes. Group, category and entity can be combined as you wish.
What does the confidence value in Smart Analysis mean?
It indicates how certain the automatic analysis is about the recognised details (title, category, date, tags). A high value means that the details have very probably been extracted correctly from the document.
What is the “Confidential” option for?
It lets you mark a document as particularly sensitive. Check within your organisation which visibility and approval rules apply to confidential documents.