# Nobly Insight

## Docs

- [AI Search introduction](https://docs.insight.nobly.dk/ai-search/introduction.md): Learn how Nobly AI Search works, how results are ranked and scored, and how to get the best results.
- [LLM reranker and query rewrite](https://docs.insight.nobly.dk/ai-search/llm-reranker-and-rewrite.md): How the LLM reranker and LLM query rewrite improve AI Search results, how to use them, and when to turn them off.
- [Data and privacy](https://docs.insight.nobly.dk/ai/data-and-privacy.md): How Nobly Insight handles your data when AI features run: no training, no third-party AI subprocessors, EU residency, per-tenant isolation, and what to capture in your DPA.
- [Infrastructure and models](https://docs.insight.nobly.dk/ai/infrastructure.md): The hardware, open-weight model families, and operational practices behind Nobly Insight's AI features.
- [How we use AI](https://docs.insight.nobly.dk/ai/introduction.md): How Nobly Insight uses AI: open-weight models, Nobly-operated infrastructure, no third-party AI subprocessors, and a predictable infrastructure-based cost model.
- [Actions and scripting](https://docs.insight.nobly.dk/caseflow/actions-and-scripting.md): Automate Caseflow templates with the action system and script engine — conditions, chaining, and integration patterns.
- [Administration and best practices](https://docs.insight.nobly.dk/caseflow/administration.md): Manage Caseflow templates, permissions, and access control — plus implementation patterns, troubleshooting, and delivery checklists.
- [Data and action components](https://docs.insight.nobly.dk/caseflow/data-components.md): Reference for Caseflow data display, search, and action components — ObjectSearch, DocumentSearch, CreateObjectButton, SaveButton, ScriptButton, and internal components.
- [Form components](https://docs.insight.nobly.dk/caseflow/form-components.md): Reference for Caseflow form and field components — EditableField, RelatedObject, RelatedDocument, RelationPicker, and utility components.
- [Introduction to Caseflow](https://docs.insight.nobly.dk/caseflow/introduction.md): Understand how Caseflow works in Nobly Insight — the object-data layer for case and process-driven business data.
- [Lists, filters, and search operators](https://docs.insight.nobly.dk/caseflow/lists-and-search.md): Configure Caseflow list views, filter definitions, result tables, typed column filters, bulk actions, inline editing, and search operators.
- [Portal templates](https://docs.insight.nobly.dk/caseflow/portal-templates.md): Application-level Caseflow pages with no backing object — for landing pages, dashboards, and search workbenches with deeplink prefill.
- [State, persistence, and caching](https://docs.insight.nobly.dk/caseflow/state-and-persistence.md): How Caseflow manages object state, dirty tracking, save behavior, transient fields, and query caching.
- [Templates and syntax](https://docs.insight.nobly.dk/caseflow/templates.md): Learn how Caseflow templates work — types, selection, syntax for variables, conditionals, loops, and the scope model.
- [Autofill keyword sets](https://docs.insight.nobly.dk/configuration/autofill-keyword-sets.md): Fill related keywords automatically from a single look-up value, and manage the set's values, members, and visibility.
- [Document access rights](https://docs.insight.nobly.dk/configuration/document-access-rights.md): Grant user groups the privileges to view, create, modify, delete, and otherwise work with documents of each document type.
- [Document types](https://docs.insight.nobly.dk/configuration/document-types.md): Create and manage document types and groups, default storage, auto-naming, revisions, and activation in Nobly Insight.
- [Introduction](https://docs.insight.nobly.dk/configuration/introduction.md): How document types, keywords, keyword groups, and autofill sets fit together in Nobly Insight — and where to configure them.
- [Keyword assignment models](https://docs.insight.nobly.dk/configuration/keyword-assignment-models.md): How keywords attach to document types — standalone keywords, single-instance groups, and multi-instance groups.
- [Keyword behaviour on a document type](https://docs.insight.nobly.dk/configuration/keyword-behaviour.md): Control how each assigned keyword behaves — required, read-only, hidden, unique, default values — and conditional keyword rules.
- [Keyword types](https://docs.insight.nobly.dk/configuration/keyword-types.md): Define the metadata fields used across document types — data types, length, text case, input masks, and value lists.
- [Administration & governance](https://docs.insight.nobly.dk/features/administration.md): User and access management, audit, observability, security, and deployment options for Nobly Insight.
- [Case management & workflow](https://docs.insight.nobly.dk/features/case-management.md): Configurable business objects, form-based UI, and workflow automation for the work your business actually does.
- [Document management](https://docs.insight.nobly.dk/features/document-management.md): Capture, store, find, edit, redact, and govern documents at enterprise scale in Nobly Insight.
- [Extensibility](https://docs.insight.nobly.dk/features/extensibility.md): Extend Nobly Insight without forking it: a sandboxed Python script engine, event hooks, and a complete REST API.
- [Features overview](https://docs.insight.nobly.dk/features/introduction.md): What Nobly Insight does — document management, smart search, case management, workflow, AI, extensibility, and governance — at a glance.
- [Notes & collaboration](https://docs.insight.nobly.dk/features/notes-and-collaboration.md): Threaded notes on documents, @mentions, reminders, follows, cross-document links, and real-time notifications across the platform.
- [Retention & deletion](https://docs.insight.nobly.dk/features/retention.md): Scheduled, policy-driven deletion of documents under GDPR and other retention rules — soft delete or permanent purge, with approvals, legal holds, and simulation.
- [Smart search](https://docs.insight.nobly.dk/features/search.md): Find the right document fast in Nobly Insight — structured keyword search, cascading datasets, and AI-powered natural-language search and chat.
- [Welcome to Nobly Insight](https://docs.insight.nobly.dk/index.md): Documentation for the Nobly Insight platform — AI-powered document intelligence and collaboration.
- [Application permissions](https://docs.insight.nobly.dk/permissions/application-permissions.md): The full catalogue of Nobly Insight application permissions, grouped by area, and what each tier grants.
- [Introduction](https://docs.insight.nobly.dk/permissions/introduction.md): How access is controlled in Nobly Insight — application permissions, document access rights, and security keywords — and how they combine.
- [Managing permissions](https://docs.insight.nobly.dk/permissions/managing-permissions.md): Grant and revoke application permissions for user groups on the Permissions screen, with staged changes and an audit trail.
- [Approvals, holds & quarantine](https://docs.insight.nobly.dk/retention/approvals-holds-quarantine.md): How approval batches gate deletions, the three ways to stop a deletion — rescue, exclude, and legal hold — and how to handle quarantined documents.
- [Introduction](https://docs.insight.nobly.dk/retention/introduction.md): What the Nobly Insight retention system does, the document lifecycle it manages, and the dashboard you monitor it from.
- [Policies & simulation](https://docs.insight.nobly.dk/retention/policies.md): Configure retention policies — their fields, matching criteria, and versioned edits — and preview their impact with a read-only simulation.
- [Scheduling & access](https://docs.insight.nobly.dk/retention/scheduling-and-access.md): How retention processing is scheduled and paused, and how retention capabilities are granted to user groups.
- [Setup & troubleshooting](https://docs.insight.nobly.dk/retention/setup.md): A step-by-step checklist for standing up retention on a new tenant, plus fixes for the issues you're most likely to hit.
- [Action reference](https://docs.insight.nobly.dk/workflows/actions.md): Every workflow action — keywords, documents, WorkView objects, variables, email, scripts, and workflow control — with parameters and behavior.
- [Building workflows in the designer](https://docs.insight.nobly.dk/workflows/designer.md): Create, edit, validate, and publish workflow definitions in the visual designer — nodes, transitions, triggers, and versioning.
- [References & expressions](https://docs.insight.nobly.dk/workflows/expressions.md): The formula language and reference catalog used in workflow guards, trigger filters, action parameters, and body templates.
- [Introduction to Workflows](https://docs.insight.nobly.dk/workflows/introduction.md): Understand how the Nobly Insight workflow engine automates document and case processes — definitions, triggers, nodes, actions, and tasks.
- [Monitoring & administration](https://docs.insight.nobly.dk/workflows/monitoring.md): Track workflow instances, read the history timeline, handle failures with error nodes and replay, and manage environment variables and secrets.
- [Tasks & the end-user experience](https://docs.insight.nobly.dk/workflows/tasks.md): How end users see workflows — the Tasks page, completing tasks with one click or a form, and workflow badges in search results.