Application services
The backend applies access checks and manages questionnaires, review changes, search, processing jobs, and generated PDF responses.
TECHNOLOGY
The technology behind Docusense.
Docusense processes documents, turns questionnaires into a structured review, and searches your document library with citations back to the source. Reviewers can open the sources behind a suggestion before they use or edit it.
ARCHITECTURE
Each instance has its own application and data services.
Production and sandbox instances have their own backend, PostgreSQL database, vector store, file storage, internal network, and runtime secrets.
Data services
Application records, uploaded files, search indexes, and generated responses stay with that instance.
DOCUMENT PROCESSING
Turn source documents into a structured review.
Upload PDF, Word, Excel, or PowerPoint files. Docusense keeps the original file and turns its content into questions, requirements, and searchable knowledge.
Extract
Document processing can use OCR and table extraction where the source requires it.
Structure
Questions, standalone requirements, and document context become reviewable items.
Index
Library content is prepared for search with references back to the stored source.
PROCESSING
See what happens while documents are processed.
Administrators can follow processing status, inspect errors, and retry failed work. Partial results stay visible so a reviewer can decide what to do next.
Processing history
Status, model, duration, and errors remain available to administrators.
Retry controls
Failed work can be queued again using the retry settings for that environment.
Clear warnings
If only part of a document is extracted, Docusense keeps the available items and shows a warning.
SEARCH AND SUGGESTIONS
Keep sources attached to the answer.
Search works across your document library and earlier questionnaire work. Source references lead back to stored records that a reviewer can open.
Library search
Search combines semantic and text signals across document content and summaries, with optional reranking before evidence is used to prepare an answer.
Questionnaire suggestions
Suggestions can use reusable answers and earlier answered questions. Reviewers can inspect the available sources before they save an answer.
AI SERVICES
Run AI processing where you need it.
Use our managed AI service or keep every AI service inside your own infrastructure.
Managed AI service
Prompts and documents are processed without being retained or used for training.
Self-hosted AI
Completion, extraction, embeddings, reranking, OCR, and table extraction run in your environment. The core deployment can operate air-gapped.
RESPONSE
Create a PDF response from the reviewed items.
Select the questions and requirements to include. Docusense creates a stored PDF response that authorized users can review and download.
See the review experience on thequestionnaire review page, or compare deployment choices on thesecurity and deployment page.