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
| Capability | What it does |
|---|---|
| Drag-and-drop upload | Add files directly from the browser |
| Chunked upload | Reliably upload very large files without practical size limits |
| Bulk and batch capture | Move high-volume scanning workflows into the platform |
| Office add-ins | Save e-mails and Office documents straight from Outlook, Word, Excel, and PowerPoint without leaving the application |
| AI-assisted upload | Suggests a document type and pre-fills metadata from the file content during upload |
Editing and viewing
- Built-in viewer for PDFs, images, and Office files — no client install required
- 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
- Permanent or reviewable redaction modes
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)
Where to read next
Smart search
How users find documents with structured search, AI-powered natural-language search, and AI Chat.
How we use AI
Where AI is used across the platform, and the privacy and infrastructure model that backs it.