Checklist Items

• The Checklists feature in InnDoc AI provides a structured approach to evaluating compliance and risk in documents.
• It allows users to verify whether a document meets predefined compliance requirements and assess its risk score based on established criteria.

Accessing Checklists

• Users can access document-specific checklists by navigating to the Document, opening the Insights section, and selecting the "Checklist Items" card.
• Here, they can review the compliance rate and risk score of the document against predefined checklists tailored to organizational requirements.

Compliance rate and risk score analysis

• The compliance rate and risk score of the document are automatically calculated based on the configured checklist criteria.
• Each checklist item result is displayed using visual indicators:
  • Tick (✔) – Compliant
  • Wrong (✖) – Non-Compliant
  • Users can bookmark checklist items for further review and action.

Users can define checklists based on project-specific or compliance requirements - Checklists & Risks