Resources/FAQ
Your questions about content management and document AI
The questions CIOs, business teams and compliance leads ask us most, sorted by topic. Each one takes you to its full answer, on the page that covers it.
01How do you make AI truly useful on your existing documents?02How do you evolve a document system without disruption?03How do you keep control of content as it moves across systems,04How do you add capabilities without creating a new dependency?05How do you transform years of content without losing its context?06How do you manage a case and its decisions, beyond its documents?07Which solution fits your need?
How do you make AI truly useful on your existing documents?
AI is only as good as the content it reads, the permissions it respects and the trail it leaves.
Why should document AI work on governed content?Artificial intelligenceDo you need to prepare your content before deploying AI?Artificial intelligenceHow do you trace and verify AI answers?Artificial intelligenceWhy does AI often fail in real-world environments?AI app modernizationCan you run AI capture without sending documents to the cloud?Intelligent document captureWhat does AI do in the viewer?Universal viewer
How do you evolve a document system without disruption?
Your systems carry years of rules and integrations. You keep them, and add around them.
How do you add AI to an existing application without replacing it?AI app modernizationCan you modernize a document system without a massive migration?AI app modernizationDo you have to replace your document environment to adopt case management?Intelligent case managementHow can banks modernize a legacy document system without full replatforming?Banking and financial servicesCan insurers modernize a legacy ECM without disrupting business applications?Insurance
How do you keep control of content as it moves across systems, processes and AI?
Retention, personal data, the AI Act, audits: the rules exist, they still have to run.
How do you apply retention rules automatically?Content governanceHow do you find and protect personal data scattered across documents?Content governanceWhat does the AI Act require when AI classifies documents?Content governanceHow do you prove to an auditor that your rules are applied?Content governanceHow can insurers combine AI with DORA, the AI Act and GDPR compliance?InsuranceHow do you view a sensitive document without downloading it?Universal viewer
How do you add capabilities without creating a new dependency?
APIs, hosting, model choice: what keeps your architecture decisions in your hands.
Can you use one technology without the others?TechnologyAre the technologies available through APIs?TechnologyWhere do the technologies run: on-premises, private cloud or SaaS?TechnologyCan you use several AI models without depending on one provider?AI app modernizationHow do you ensure document security and data sovereignty in a SaaS application?SaaS and BPOHow do you add document management to a SaaS product without building one?SaaS and BPO
How do you transform years of content without losing its context?
Inventory, migration, scanning: your content keeps its metadata, versions and permissions.
Can you migrate an ECM without a big bang cutover?ECM migrationDo metadata, versions and access rights survive the migration?ECM migrationWhich ECMs can you migrate from: Documentum, FileNet, SharePoint?ECM migrationHow much content can a document migration handle?ECM migrationHow do you find out what your repositories really contain?Content governanceDoes intelligent capture work for mass scanning projects?Intelligent document capture
How do you manage a case and its decisions, beyond its documents?
The case brings documents, data, rules and history together, and AI works there with your teams.
What is the difference between case management and a document management system?Intelligent case managementWhat does AI do inside a case?Intelligent case managementHow do you keep the final decision human when AI is involved?Intelligent case managementHow does AI improve claims management?InsuranceHow does AI speed up loan processing and KYC reviews?Banking and financial servicesHow does a BPO platform process high document volumes for its clients?SaaS and BPO
Which solution fits your need?
Pick the line that looks like your project.
Replace or modernize an end-of-life ECMECM migrationHandle complex cases and trace every decisionIntelligent case managementOpen any format with no downloadUniversal viewerScan, classify and index incoming documentsIntelligent document captureKnow what your content holds and prove complianceContent governanceAdd AI to an application you keepAI app modernizationBuild document management into your softwareSaaS and BPOYou are an insurerInsuranceYou are a bank or financial services firmBanking and financial servicesUnderstand our technology and its APIsTechnology