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
Analysis
Docu | base › Analysis
docu_auswertung_lesen: Deadlines, retention, pending approvals and storage for visible documents. Visible documents and versions only. Deletion eligibility comes from the archive engine across all versions; missing archive or version permissions leave it undetermined. Final review takes place in the archive.
Step by step
- Deadlines
- Retention and deletion
- Pending approvals
- Storage by area
- Export CSV
Handle everyday Docu tasks in conversation
AI assistant › 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 assistant › 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 assistant › 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 assistant
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”.
My migration runs
KI · docu_umstieg_stand
Import a folder, ZIP or rights CSV without a per-run limit. Small upload packages are saved. The Docu per-file limit and tenant storage quota, including temporary storage, still apply.
Step by step
- After an interruption, reopen the same run. For missing uploads, select the same source and rights CSV again. Confirmed parts are skipped. Import continues in the background after closing the page; the Docu job processes subsequent stages.
Set up Docu | base in conversation
In the Docu | base AI assistant
Save filing plans, create workflows from templates, delete cover arrangements, apply industry plans, set up folders, activate or stop SAP repositories and remove webhooks.
Step by step
- Specify the action and target, subfolders by line and roles by placeholder.
- Clarify missing or ambiguous details.
- Check the preview and consequences and explicitly approve.
The next step starts with a conversation.