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
WorkspaceContent SourcesThe 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.OpenReportLinked DocumentsEvery document TRANXACT holds or points at, what inspection made of it, and whether anything has read it.OpenReportDocument LinksWhat is attached to what, across every module.OpenReportAttachment SuggestionsWhat reading the attachments turned up — mismatches, risks and gaps, most pressing first.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| 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 |