Activating AI search
ℹ️ AI search should be requested by the project administrator, and once activated, the feature will be available to all project participants.
To enable the AI search feature, open any document in the PDF viewer, and click the AI search icon.
💡 AI search is available with Premier and Enterprise subscriptions only.
Accessing the AI search
ℹ️ AI search is available in the PDF viewer only.
Open a document in the PDF viewer.
Click the AI search icon in the upper-right corner of the screen.
Using the AI search
Upon clicking the icon, the AI search panel will appear on the right side of the viewer.
ℹ️ You can switch to the regular search by clicking the magnifying glass icon.
Type your question in the search box at the bottom of the panel.
Allow a few seconds for the chatbot to generate results.
💡 If you have already performed an AI search on a document, the chat section will display the conversation history, grouped by dates.
Getting responses
AI search works similarly to a messaging app. Once you enter your question in the text input area and press Enter, your message bubble will appear on the right side of the panel, and the responses will be on the left, marked with an AI search icon.
You can also get a quick document summary by clicking the respective button below the text input area.
Interacting with responses
Upon receiving answers or quick action outputs, you can interact with the results in several ways:
Vote on the answer’s validity by clicking the Like or Dislike buttons (your feedback will be stored for quality assessment purposes.)
Copy the text in the answer bubble to the clipboard.
Generate another response (up to four times.)
Quickly navigate to the page(s) that helped generate a response by clicking the page number at the bottom of the answer bubble.
The AI search feature is a powerful addition to the document review process, allowing you to extract important insights in a secure and compliant manner without ever leaving the VDR ecosystem.
Should you encounter any issues or have questions regarding the feature, please feel free to reach out to our support team for assistance. We are here to ensure a smooth and productive experience with our platform.