ViewSX module Available
Files and Search
Find the source document, decision, or evidence inside its business context.
Files and Search helps authorized people find source documents and evidence in the client, project, and decision context where they belong.
Trigger observed
Find an approved statement of work alongside the client record, related decision, current deliverables, and the people responsible for it.
Source context remains attached. Action follows the configured Advisor or Operator boundary.
One concrete operating loop
From signal to owned outcome.
- TriggerFind an approved statement of work alongside the client record, related decision, current deliverables, and the people responsible for it.
- AI roleAI can retrieve permitted source material and cite the document or record that supports an answer or proposed action.
- OutcomeFind the source document, decision, or evidence inside its business context.
Synthetic product proof
See the operating state, not a feature list.
The view below uses deterministic synthetic product data. It illustrates the specific workflow without customer, employee, or partner information.
Shared operating context
Files and Search does not work alone.
Availability and pricing
Add the capability to one Business OS.
Included in ViewSX Business OSBase from $39 per user / month, billed annually.
Available
Add Files and Search to your OS