Practical knowledge for Swiss SMEs
AI assistant
Guides for “AI assistant” in : step by step, with the place in the menu, the steps and the limits.
AI assistant
Handle everyday Docu tasks in conversation
AI | base › Conversation
Create folders, request signatures, start workflows, decide your own workflow tasks and record terminations already sent, with clarification, preview and approval.
Step by step
- Specify the action and document title, folder path or workflow name. Identify internal signatories by name and external signatories by name and email.
- Resolve ambiguous matches using the readable suggestions, then add the decision, dates and options. Specify / for a top-level folder; explicitly confirm starting a workflow without a document.
- Check the preview and approve it. Unless specified otherwise, signatures use the form defaults: simple, no signing order, 14 days.
Manage document filing in conversation
AI | base › Conversation
Accept or discard incoming files, edit document fields and perform document actions with clarification, preview and approval.
Step by step
- Specify the action and the file or document title.
- For ambiguous results, select a readable suggestion and provide the missing details.
- Check the preview and approve the action.
Manage collections, PDFs and the recycle bin in conversation
AI | base › Conversation
Redact copies, edit PDFs, create and manage collections, restore items and confirm automatic filing with clarification, preview and approval.
Step by step
- Specify the action and the document title or collection name.
- For ambiguous results, select a suggestion and provide the missing details.
- Check the preview and approve the action.
Manage folders and Office documents in conversation
AI | base
Rename, move or bin folders and create empty Office documents or copies after clarification, preview and approval.
Step by step
- Specify the folder path or document title and the action you want.
- Check the details and approve the action. Folder and document permissions and retention rules apply as in the form.
Translate a document and compare versions
Docu | base › Open a document › “AI: translate and compare”
Translates the recognised text of a document into German, French, Italian or English and saves the translation as a PDF – as a linked copy or as a new version. “Compare versions” calculates the differences between two versions and has the AI explain them briefly.
Step by step
- Open the document and expand “AI: translate and compare”.
- To translate, choose the language and how to save it (copy or new version), then “Translate”.
- To compare, choose the older and the newer version, then “Explain differences”.
The next step starts with a conversation.