Note: This feature is only viewable online for users with Workspace Plus and Workspace Enterprise subscriptions.
Using Document Assistant in the document viewer
The integrated AI Document Assistant helps you quickly understand documents by answering questions directly within the document viewer. It’s designed to support your workflow, but it does not replace professional review. The Document Assistant only provides information found within the document itself.
What it can do
- Provide helpful clickable prompts
- Let you ask your own custom questions
- Summarize or explain sections within the document
Asking questions
Clickable prompts: Start with suggested questions like “Summarize this document” or “Highlight important clauses.”
Custom questions: Type anything you'd like to know.
The assistant will mark unrelated or out-of-scope questions as irrelevant and will not answer them.
Usage limits
- The Document Assistant will reference only the first 50 pages of the document to generate its answer.
- Each user can ask up to 5 questions per document per session.
- You can start a new session by reopening the document.
How your information is protected
We use responsible Microsoft’s Azure OpenAI service for processing your data securely.
- No data retention. Once Document Assistant completes its task, your data is not stored in the AI model. This ensures it can’t be accessed later.
- No AI Training. Microsoft does not use your data to train AI models or improve their services. It’s processed only for your request.
- Limited Access. Your data stays within Microsoft’s Azure infrastructure. Neither OpenAI nor any third party has access to it.
- Compliant with privacy laws. Azure OpenAI complies with GDPR and other privacy regulations, ensuring your data is handled according to the highest security and privacy standards.