Document management

​

Overview

The heart of Nobly Insight: capture, store, find, and work with documents at enterprise scale. Every document is classified, secured, audited, and reachable from a modern browser interface — no client install required.

​

Storage and retrieval

• Centralised, secure storage for any file type — Office documents, PDFs, images, e-mails, scanned paper, and more
• Document metadata (keywords) for fast retrieval and classification
• Full revision history for every document — view, restore, or compare older versions
• Granular permission model so users only see the documents they are entitled to

​

Capture and ingestion

See How we use AI for how the AI-assisted upload feature handles your data.

​

Editing and viewing

• Built-in viewer for PDFs, images, Office files, and video and audio recordings — no client install required
• Form documents: documents without a file are shown and edited through form templates designed per document type — see Form documents
• Office Online editing: open and edit Word, Excel, and PowerPoint documents directly in the browser, with auto-save back to the platform
• Native Office editing: round-trip editing with the desktop versions of Office
• Document composition: generate new documents from templates with merged data from cases and forms
• Notes and collaboration: threaded notes per document with @mentions, reminders, and follow — see Notes & collaboration

​

Redaction

• Redact sensitive information (names, account numbers, personal data) before sharing
• AI-assisted redaction: automatic detection of personal data, identifiers, and other sensitive content for one-click human review and redaction
• Reviewable marks saved for another reviewer, or applied redactions saved in a new revision

A human reviewer always confirms suggested redactions before they are applied. Follow How to redact a document for the full walkthrough: manual and AI-assisted marking, OCR, repeated text, area redaction, applying, saving, and checking a release copy. For page markup, see How to annotate a document. For navigation, revisions, downloads, and other actions, see How to view and work with documents.

​

Redact an email file

Email files in .eml or .msg format can be opened for redaction. Confirm the convert to PDF prompt so the message can be displayed in the redaction viewer. Review the converted pages, mark the content, and apply the redactions before saving. Saving creates a PDF revision; the original email rendition is not edited in place. Review the saved PDF before sharing it. Marking content alone does not permanently remove it, and creating a redacted revision does not remove access to earlier revisions for users who can view them.

​

Document lifecycle

• Configurable document types with their own metadata, security, and retention rules
• Lifecycle events (create, update, view, delete) are emitted on a real-time event stream so other systems can react
• Document retention policies for automatic, audit-friendly disposal

​

Real-time collaboration and notifications

• Real-time updates via push notifications: when a document is updated, every user viewing it sees the change immediately
• Collaborative editing of Office documents in the browser with co-authoring
• Live workflow inbox with new-task alerts (see Case management)

​

Verify Office archiving and document links

When archiving a document from the Office add-in, finish indexing in the upload window and confirm that the add-in identifies the archived document. For later edits, verify that saving produces the intended document revision and carries any revision comment collected by the add-in. This confirms the link between the open Office document and its archived record. A direct link to a deleted or inaccessible document does not grant access to it. If a formerly working link stops resolving, check its status and your access through the normal support process; do not assume the file can still be retrieved through an older revision link.

​

Where to read next