Question 1

What can an AI agent actually do in TeamSync?

Accepted Answer

Agents classify documents, extract fields, route work, draft content and trigger downstream steps — always inside the boundaries the business rules define for them.

Question 2

How do we stop an agent from acting on its own?

Accepted Answer

Every agent runs with an explicit autonomy level. High-risk actions require a human approval checkpoint before they take effect, and you decide which actions count as high-risk.

Question 3

Is agent activity auditable?

Accepted Answer

Yes. Every decision an agent makes — the inputs, the rule that fired and the outcome — is written to the immutable audit chain alongside human actions.

Question 4

Can we roll back what an agent did?

Accepted Answer

Yes. Agent actions are versioned like any other change, so a document or workflow state can be restored to the point before the agent acted.

Question 5

Do agents need custom code?

Accepted Answer

No. Agents are configured from the workflow designer using existing document types, metadata and rules. Custom code is optional, not required.

Question 6

Which model powers the agents?

Accepted Answer

TeamSync is model-agnostic and can run against hosted or fully self-hosted models, including air-gapped deployments where no request leaves your network.

Question 7

How does TeamSync keep AI answers permission-safe?

Accepted Answer

Every retrieval checks the asking user's access rights at the moment they ask — not at indexing time. If a user can't open a document, the AI can't quote it to them. Permissions are enforced at the platform layer, not bolted on.

Question 8

Does TeamSync replace our e-signature tool?

Accepted Answer

Yes — TeamSync Sign provides legally binding e-signatures (SES, AdES, and QES levels, eIDAS compliant) with a tamper-evident audit trail, built into the same platform as your documents and workflows.

Question 9

Which standards does TeamSync map to?

Accepted Answer

Controls are mapped to SOC 2 Type II, ISO 27001, GDPR, HIPAA, PCI-DSS, GLBA, FINRA and NERC CIP, with industry-specific additions where relevant.

Question 10

What exactly gets logged?

Accepted Answer

Every view, edit, download, permission change, workflow step and AI action — with actor, timestamp and context — in an append-only record.

Question 11

Can the audit trail be tampered with?

Accepted Answer

No. Entries are cryptographically chained and anchored with blockchain-backed timestamps, so any alteration breaks the chain and is detectable.

Question 12

How do retention schedules work?

Accepted Answer

Schedules run automatically per regulation and document type — archive, flag for review or crypto-shred on schedule — with legal-hold override.

Question 13

How long does it take to answer a regulator request?

Accepted Answer

Filter the audit trail by record, user or date range and export the evidence directly. What used to be a manual reconstruction becomes a query.

Question 14

Can auditors get read-only access?

Accepted Answer

Yes. Scoped, time-limited auditor roles give visibility into exactly the evidence they need and nothing else.

Question 15

Which compliance standards does TeamSync support?

Accepted Answer

TeamSync ships with controls mapped to SOC 2 Type II, ISO 27001, GDPR, HIPAA, PCI-DSS, GLBA, FINRA, NERC CIP, and more depending on your industry. Blockchain-backed timestamps create tamper-evident audit trails regulators can verify independently.

Question 16

Can we manage retention and legal holds?

Accepted Answer

Retention schedules run automatically per regulation and document type — archive, flag for review, or crypto-shred on schedule, with full legal-hold override and a complete chain of custody.

Question 17

Does CLM cover the full lifecycle?

Accepted Answer

Yes — request, draft, negotiate, approve, sign, store, and then obligation and renewal tracking, all on the same record with one audit trail.

Question 18

Can we use our own templates and clauses?

Accepted Answer

Yes. The clause library holds your approved language with provenance and version history, and templates assemble contracts from it automatically.

Question 19

How does redline negotiation work?

Accepted Answer

Changes are tracked against the approved template, deviations are flagged for legal review, and every version of the document stays in the record.

Question 20

Will it warn us before a contract renews?

Accepted Answer

Yes. Renewal, notice-period and obligation dates are extracted at signing and drive alerts well ahead of the deadline.

Question 21

Does it integrate with our CRM or ERP?

Accepted Answer

Yes. Contract records sync with upstream and downstream systems so the commercial team sees status without leaving the tools they already use.

Question 22

Can we report on our contract portfolio?

Accepted Answer

Yes. Query the portfolio by clause, counterparty, value or risk flag and export the result for review.

Question 23

Can TeamSync run fully on-premise or air-gapped?

Accepted Answer

Yes. TeamSync deploys entirely on your servers, behind your firewall, in your private cloud, or fully air-gapped with no internet connectivity. Your documents never pass through shared infrastructure or third-party servers.

Question 24

How long a document can it summarise?

Accepted Answer

There is no practical page limit. Long documents are processed in sections and then synthesised into a single summary with the structure preserved.

Question 25

Can it summarise across multiple documents at once?

Accepted Answer

Yes. Select a folder, a matter or a search result set and get one synthesis that highlights themes, differences and open action items across every file.

Question 26

Are summaries traceable back to the source?

Accepted Answer

Every point in a summary links to the passage it came from, so a reviewer can confirm the claim without re-reading the whole document.

Question 27

Can we control the length and tone?

Accepted Answer

Yes. Choose an executive brief, a detailed digest or a bulleted action list, and save the preset so your team gets a consistent output every time.

Question 28

Does summarisation work on scanned documents?

Accepted Answer

Yes. OCR runs first, so scanned contracts and legacy paper archives summarise the same way born-digital files do.

Question 29

Where is the summary stored?

Accepted Answer

Summaries are attached to the document record as versioned metadata, so they travel with the file and appear in search results.

Question 30

How does DocuTalk know which documents to read?

Accepted Answer

You can point a question at a single file, a folder, a document category, or your entire repository. DocuTalk retrieves the passages most relevant to the question and tells you exactly which ones it used.

Question 31

Can I trust the answers it gives me?

Accepted Answer

Every answer carries citations back to the exact paragraph, page and source file. Nothing is generated without a traceable source, so your team can verify any claim in one click.

Question 32

Will DocuTalk show users documents they shouldn't see?

Accepted Answer

No. Permissions are checked at the moment a question is asked, not at indexing time. If a user cannot open a document, DocuTalk cannot quote it to them — not in an answer, and not in a search result.

Question 33

Does it work with scanned PDFs and images?

Accepted Answer

Yes. The built-in OCR engine extracts text from scanned pages and images before indexing, so older archives become searchable alongside born-digital files.

Question 34

What is DB Talk?

Accepted Answer

DB Talk extends the same natural-language interface to your structured SQL databases. Ask a question, get an answer, and see the query that produced it so your analysts can verify the logic.

Question 35

Can DocuTalk run on-premises?

Accepted Answer

Yes. DocuTalk deploys entirely inside your environment, including fully air-gapped installations, with no document content leaving your infrastructure.

Question 36

How do legal holds work?

Accepted Answer

Apply a hold to custodians, matters or search results. Held content is preserved regardless of retention schedules, and the hold itself is logged with who applied it and when.

Question 37

Can we search across the whole estate?

Accepted Answer

Yes. Discovery searches indexed content everywhere it lives, including connected repositories that have not been migrated.

Question 38

Does it handle deduplication?

Accepted Answer

Yes. Exact and near-duplicate detection plus email threading cut review volume before a reviewer ever opens a document.

Question 39

How are productions delivered?

Accepted Answer

Export to standard load-file formats with Bates numbering, redactions applied and a privilege log generated alongside.

Question 40

Is redaction permanent?

Accepted Answer

Yes. Redactions are burned into the produced copy while the unredacted original stays under access control in the repository.

Question 41

Is the chain of custody defensible?

Accepted Answer

Every collection, review decision and production step is written to the immutable audit chain, giving you a complete record to present.

Question 42

Are TeamSync signatures legally binding?

Accepted Answer

Yes. TeamSync Sign supports SES, AdES and QES levels and is eIDAS compliant, with a tamper-evident audit trail attached to every signed document.

Question 43

Do we still need a separate e-signature vendor?

Accepted Answer

No. Signing is built into the platform, so a contract never leaves your repository to be signed and comes back with its audit trail intact.

Question 44

Can external parties sign without an account?

Accepted Answer

Yes. Counterparties sign through a secure, time-limited link. Access is rate-limited and every view and action is logged.

Question 45

How do multi-party signing orders work?

Accepted Answer

Define sequential or parallel signing routes with reminders and escalation, and the workflow engine drives it from there.

Question 46

What proves a document wasn't altered after signing?

Accepted Answer

Each signed document is sealed and anchored to the audit chain, so any later modification is detectable and the original remains verifiable.

Question 47

Can signing run in an air-gapped deployment?

Accepted Answer

Yes, with certificate authorities you control. Nothing is required to leave your network.

Question 48

How long does implementation take?

Accepted Answer

Typical deployments go live in 2–6 weeks depending on scale and integrations. Migration tooling handles bulk import from shared drives, legacy ECM systems, and email archives with automated classification on the way in.

Question 49

How do we get our existing documents in?

Accepted Answer

Folder-based agents watch existing repositories and automatically classify, tag, and route documents as they are ingested. AI-powered metadata extraction makes years of records searchable from day one.

Question 50

Does everything have to move into TeamSync?

Accepted Answer

No. Connectors index content in place for search and AI, so you can consolidate gradually and prove value before a full migration.

Question 51

How do documents get classified?

Accepted Answer

Ingestion agents watch folders and inboxes, then classify, tag and route each document automatically using your own document types and metadata model.

Question 52

Can we define our own metadata?

Accepted Answer

Yes. Document types, custom fields, validation rules and required-field policies are all configurable without a developer.

Question 53

What happens to version history from our old system?

Accepted Answer

Migration tooling preserves versions, timestamps and author attribution where the source system exposes them, and records what could not be carried over.

Question 54

How large can the repository get?

Accepted Answer

The storage layer is S3-compatible and scales to petabytes across multiple regions, so growth is a capacity question rather than an architecture one.

Question 55

Can we get our content back out?

Accepted Answer

Yes. Bulk export produces the original files plus their metadata in an open format — no proprietary container, no lock-in.

Question 56

What is the difference between OCR and ICR?

Accepted Answer

OCR reads machine-printed text. ICR reads hand-printed characters. TeamSync runs both, so a form with typed fields and handwritten notes comes through in one pass.

Question 57

How accurate is extraction?

Accepted Answer

Accuracy depends on scan quality, but every extracted field carries a confidence score. Anything below your threshold is routed to a human for a quick confirm.

Question 58

Can it extract specific fields, not just text?

Accepted Answer

Yes. Define the fields you care about — invoice number, effective date, counterparty — and extraction populates them as structured metadata on the document record.

Question 59

Which languages are supported?

Accepted Answer

Extraction covers the major Latin-script languages plus configurable support for additional scripts depending on your deployment.

Question 60

Does it improve over time?

Accepted Answer

Yes. Corrections your team makes feed back into the model, so recurring document layouts get more accurate the more you process.

Question 61

Does OCR run on-premises?

Accepted Answer

Yes. The full extraction pipeline runs inside your environment, including air-gapped installations.

Question 62

What does pricing look like?

Accepted Answer

Pricing is based on deployment model, user count, and modules. Book a demo and we will scope it against your environment — no pressure, no spam.

Question 63

How granular can permissions get?

Accepted Answer

Down to the individual document and field. Roles compose from groups, document types, metadata values and workspace membership.

Question 64

Does it integrate with our identity provider?

Accepted Answer

Yes. SAML and OIDC single sign-on with SCIM provisioning, so roles follow your directory rather than being maintained twice.

FAQS

FAQS