Using Document Q&A Effectively

What Can Document Q&A Help You Do?

Spend less time searching through documents and more time acting on the information you need. Document Q&A uses AI to help you quickly understand your documents, answer questions, compare content, and uncover key insights in seconds.

Document Q&A can help you:

Ask Questions About Your Documents

Quickly find specific information without manually searching through pages of content. Simply ask your question in plain language, and Document Q&A will return a relevant answer based on your selected documents.

Examples:

• What is the cancellation policy?
• When does this contract expire?
• Who is responsible for project approval?

Summarize Documents

Generate concise summaries of lengthy documents to quickly understand the most important information, including reports, contracts, policies, and procedures.

Examples:

• Summarize this travel policy.
• Give me the key points from this contract.
• Provide an executive summary of this report.

Compare Documents

Compare information across multiple documents to identify similarities, differences, or changes between versions.

Examples:

• Compare these two vendor agreements.
• What changed between these policy versions?
• Compare the SLAs in these contracts.

Retrieve Contextual Answers with Source Citations

Receive accurate, context-aware answers based on your selected documents. Every response includes supporting citations and source references, making it easy to verify information and navigate back to the original content.

Examples:                                                                                                                

• What is the notice period for contract termination?
• Which section outlines the expense approval process?
• Where is the reimbursement policy defined?

How to Ask a Question About a Document

1. While in Document Q&A, locate the Sources panel on the right side of the screen.
2. Select the document(s) you want to query, or type @ in the Prompt box to search for and reference a document directly.
3. Enter your question in the Prompt box.
4. Click Send.
5. Review the AI's response and supporting citations.

Example questions:

• What is the cancellation policy?
• Summarize this document.
• Compare these two agreements.
• List all renewal dates.

Tip: Typing @ in the prompt box allows you to quickly search for and reference a specific document without selecting it from the Sources panel.

Understanding Citations

Citations allow you to verify where the Docs Agent gets its answers from. When the agent responds to a question, it provides references to the specific documents and sections used to generate the response, making it easier to validate the information.

Viewing Citations from the AI Response

After asking a question in Document Q&A, the Docs Agent response will display numbered citation markers at the bottom of the response.

To view a citation:

1. Click on any numbered citation marker below the response.
2. The Preview section will open in the Sources panel.
3. The referenced document will be displayed, with the specific section used to generate the response highlighted.

This allows you to quickly see where the information came from without manually searching through the document.

Viewing Citations from the Sources Panel

You can also view all citations from the Citations tab in the Sources panel.

The Citations tab provides a detailed breakdown of each referenced document, including:

• The document name and page number.
• The specific content used by the Docs Agent.
• Available actions for reviewing and managing the citation.

From here, you can:

• Open in Preview – View the referenced section of the document directly.
• Open Large Preview – View the document in a larger window.
• Download Original – Download the referenced document.
• Copy Snippet/Citation – Copy the referenced content or citation details for use elsewhere.

Using citations ensures transparency by showing exactly how the Docs Agent generated its response and allows you to easily verify the information provided.