TRANXACT.AI Help
Platform › Data & Documents

Content

Where documents come from, what was found in them, and what they are attached to.

In Platform → Data & Documents · 4 screens

ScreenKindWhat it is ColumnsFieldsActions
Content Sources Workspace The same connections as Drives & Files, plus chat and feeds, seen as places DOCUMENTS come from — and what inspection does to a file on the way in. To connect a drive so screens can read data files off it, use Drives & Files. 0 0 0
Linked Documents Report Every document TRANXACT holds or points at, what inspection made of it, and whether anything has read it. 0 0 0
Document Links Report What is attached to what, across every module. 0 0 0
Attachment Suggestions Report What reading the attachments turned up — mismatches, risks and gaps, most pressing first. 0 0 0

Take the lesson on this section