Essential tools for uploading, downloading, and organizing documents securely.

View PDFs, images, audio, and video files directly within Clear Ideas™ without requiring downloads or external applications.

Streamline document management by uploading and automatically extracting ZIP files.

Export documents and folders as ZIP files for secure sharing and storage.

Automatically extract text from scanned documents and images to make them fully searchable.

Interactive chat interface powered by industry-leading Large Language Models (LLMs) enabling secure querying and analysis of your Private Data. AI Credits usage applies.

Create and schedule Multi-Step AI Workflows for automated document generation, data analysis, and content automation without code. AI Credits usage applies.

Automatically generate AI Workflows from exemplar documents by analyzing content structure and extracting variables. AI Credits usage applies.

Advanced search functionality using AI-powered semantic understanding and natural language queries to find relevant Private Data across all content formats.

Receive instant email notifications about document uploads, downloads, user actions, and workflow statuses.

Customize the frequency, type, and delivery method of notifications to match your workflow requirements.

Enhance Enterprise-Grade Security with Two-Factor Authentication using authenticator apps for additional account protection.

Add customizable watermarks including user name, email, and timestamps to documents for enhanced security and tracking.

Maintain comprehensive, immutable records of all user actions, document accesses, AI interactions, and system events for compliance and security investigation.

Advanced user administration tools with Role-Based Permissions for improved team collaboration and access control.

Assign access rights and capabilities based on user roles with fine-grained control over data access and actions at the site level.

Monitor detailed user interactions with documents, AI Chat, search queries, and workflows for analytics and compliance purposes.

Enable secure collaboration by adding and managing comments and annotations within documents.

Regular automatic backups with Enterprise-Grade Security to ensure data safety and business continuity.

Track document changes over time and recover previous versions with detailed change logs.

Seamless integration with popular productivity tools and cloud storage platforms while maintaining security.

Programmatic access to Clear Ideas™ features for custom integrations and automated workflows.

Tools and features to ensure documents and processes meet industry-specific compliance requirements and regulatory standards.

Access to email and live-chat support with knowledgeable assistance for platform questions and issues.

Priority email and live chat support with faster response times and dedicated assistance.

Immediate assistance with priority phone support for critical issues and urgent requests.