DOCUMENT SEARCH AND REVIEW · Workflow idea
For a private collection the requester is allowed to search, first identify likely relevant files from their descriptions, then retrieve matching passages from those files. Prepare a response grounded in the retrieved material, keep file names and source links visible, and disclose when evidence is missing or uncertain. Limit access to authorized users and route consequential questions to a qualified reviewer.
01 / The starting point
A permitted question and a private library with current ownership and access rules
“Find the most relevant documents and passages without widening access or inventing an answer.”
02 / The work
Helps teams search a large document library by narrowing the file set before retrieving detailed passages.
Check that the requester may search the selected library and view each potential source.
Use relevant file summaries to narrow the search before looking through detailed passages.
Keep file identifiers, links, and passage context attached to each result.
Cite the evidence, explain gaps or conflicts, and avoid claims the documents do not support.
Ask a qualified owner to verify important answers before they guide a decision or external response.
03 / The result
A source-linked answer draft with relevant files, cited passages, uncertainty notes, and review status.
Reviews & approvals · Example outcome
A source-linked answer draft with relevant files, cited passages, uncertainty notes, and review status.
A relevant match is not proof that a passage is current or authoritative. Enforce each document’s access rules, preserve source references and version dates, minimize content sent for processing, and require qualified review for high-impact decisions.
04 / Make it yours
A few choices shape the work around your team.
Keep each collection limited to people authorized to see its files.
Assign owners and review dates so stale files do not dominate results.
Define how many files and passages may be included and how source links are shown.
Limit retention and processing to the approved purpose and audience.