use cases
Documents filed, linked and found, without a folder tree.
A document is read, classified, and linked to its order and partner. All versions and how long it is kept stay with it in the same place.
Invoice 8810supplier Beispiel GmbH · PDF · example
Readagent
Classifysupplier invoice · data class financesupplier invoicefinance
Linkpurchase order 4471 · Beispiel GmbHPO 4471Beispiel GmbH
Version2 of 2 · the corrected copyv2
Keepas long as the law requiresretention set
Fileyour gate · person
searchthe invoice with the wrong delivery address→ Invoice 8810 · v2 · PO 4471
Found by what it says, not by a file name or a folder.
Hover to file a document.
An agent reads the document.
Classified by what it says, with the data class that decides who may see it.
Linked into the graph, to its purchase order and its supplier.
The corrected copy becomes version 2; version 1 stays.
Kept as long as the law asks, then released.
Rest on «File» to confirm the classification. A person decides; the agent only proposed it.
Filed. Now find it without knowing where it is.
step by step
- beforeHover to file a document.
- 1 · readAn agent reads the document.
- 2 · classifyClassified by what it says, with the data class that decides who may see it.
- 3 · linkLinked into the graph, to its purchase order and its supplier.
- 4 · versionThe corrected copy becomes version 2; version 1 stays.
- 5 · keepKept as long as the law asks, then released.
- 6 · fileRest on «File» to confirm the classification. A person decides; the agent only proposed it.
- afterFiled. Now find it without knowing where it is.
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