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How-to guides · Document Desk · Quick start

Ask your documents

Ask a question about your contracts or policies and get an answer with the page cited.

Narrated video with captions, 39 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: Here's how to ask your documents a question and get the page it came from, in plain words.

    Here's how to ask your documents a question and get the page it came from, in plain words.

  2. Step 2: Document Desk reads the documents in your own company account. Nothing leaves it, and it only reads the folders you've chosen.

    Document Desk reads the documents in your own company account. Nothing leaves it, and it only reads the folders you've chosen.

  3. Step 3: Ask in plain words, the way you'd ask a colleague. You don't need the document's name or the clause number.

    Ask in plain words, the way you'd ask a colleague. You don't need the document's name or the clause number.

  4. Step 4: The answer cites the document and the page, so you can open it and check. If it can't find the answer, it says so instead of guessing.

    The answer cites the document and the page, so you can open it and check. If it can't find the answer, it says so instead of guessing.

  5. Step 5: Ask plainly, check the page, and leave big decisions to a person. It finds the answer fast; you decide what to do with it.

    Ask plainly, check the page, and leave big decisions to a person. It finds the answer fast; you decide what to do with it.

Get the Document Desk

Ask your contracts and policies, get the page cited. Every Kit and Install comes with these videos, and an Install adds a walkthrough made from your own setup.

See the Document DeskAll guides