Ask in plain English

1. 1

   Enter a question or command

   Try show invoices, how many invoices?, or a more specific request such as invoices over $5,000 last month.
2. 2

   Submit with Enter or Ask

   The dashboard opens Ask Documents, which looks for grounded source material before it writes an answer.
3. 3

   Open the evidence

   Cited answers include source cards that open the documents behind the answer.

Be specific in one request

Questions can combine common document types with folder, processing status, approval status, QuickBooks source, duplicate or flagged state, amount ranges, vendor, and upload, document, or due-date ranges. Relative dates such aslast month are resolved against today.

• invoices over $5,000 last month still pending
• any duplicates today
• contracts awaiting sign-off
• invoices dated 2019

Result summaries—counts and supported totals—are calculated from matching database rows. The AI does not invent the arithmetic.

How cited answers stay grounded

• Answers use only documents from your organization and identify their sources.
• When the documents do not support an answer, SmartDMS says it could not find one instead of guessing.
• For cited AI answers, the model receives bounded OCR text and safe metadata — not extracted fields. Supported totals and counts are computed separately by the backend from whitelisted, non-regulated extracted metadata.
• Documents classified as regulated healthcare, financial-services, or insurance types are excluded from AI answer generation. They remain subject to the product's regulated-data search controls.