Frequently Asked Questions

DocuLume is an AI document intelligence and contract lifecycle management platform. It reads your documents, extracts the specific data fields you define, makes everything searchable, lets you ask questions of your documents in plain language, and manages contracts through review, approval, e-signature, and renewal. See the User Guide for a full walkthrough.

No. DocuLume is fully web-based. Sign in at app.doculume.com from any modern browser.

DocuLume is optimized for business and legal documents — contracts, agreements, invoices, statements, forms, and reports. It handles both digital (text-based) and scanned/image documents through built-in OCR.

PDFs (including scanned PDFs), common image formats, and office documents. Scanned files are run through OCR automatically so their text becomes searchable and extractable.

Accuracy depends on document quality and how well your extraction prompts are written. Because you define fields with plain-language prompts, you can tune them to your documents over time. Chat answers and extracted values are grounded in the source text with citations so you can verify them. For tips, see Writing effective extraction prompts.

Yes — that's the core of DocuLume. Define any custom field (text, date, number, currency, list, boolean) with an extraction prompt describing what to find. New uploads populate it automatically, and you can re-evaluate existing documents against an updated prompt.

Most documents process in well under a minute. Large or image-heavy files take longer because OCR runs page by page. You don't have to wait on the page — DocuLume notifies you when processing finishes.

Yes. Use Bulk Upload to ingest many files directly or import from connected cloud storage (e.g. Azure Blob or S3). You can preview the file list, start a background job, and track or cancel it. See Bulk processing.

Yes. Data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Access is governed by role-based access control and workspace isolation, and activity is audit-logged. See our Trust Center and Privacy Policy for details.

DocuLume is built and operated against SOC 2 controls. For current compliance status and to request reports, visit the Trust Center or contact us.

No. Your documents are processed to deliver the service to you; they are not used to train foundation models. Refer to the Privacy Policy for the authoritative statement on data handling.

No. Each workspace is logically isolated, and within a workspace, access is restricted by role and folder-level permissions. You only ever see documents you're authorized to access.

You can export your data, and we delete customer data on offboarding per our retention policy. Contact support@pspinsights.com to arrange export or deletion.

It takes a contract from the moment somebody asks for it through drafting, approval, signature, and on to renewal, recording every step. It is a separately licensed module rather than part of the base product, so it appears only if it is included in your plan and your administrator has enabled it. Nothing else in DocuLume changes if you don't have it. See Contract lifecycle management.

No. Signers receive an email with a link that takes them straight to the document. They never need an account or a licence.

The contract moves to Draft and the approval workflow closes. The reason the signer gave, if they gave one, is kept with the record. To carry on you start a new signature request or submit once more — the earlier one stays in the history.

Both are stored against the contract automatically, with no need to re-upload anything. The signed PDF becomes the version shown wherever the contract appears, and the certificate records who signed, when, and from where. The executed document is then read and indexed like any other, so its terms are searchable.

Yes. While a contract is out for signature you can send a reminder to anyone who hasn't acted, or cancel the request outright. There is also a refresh option that re-checks the status with the provider.

No. Your administrator decides the route for each type of agreement. Standard one-way NDAs can use the fast lane, which goes straight to signature with no approval step, while higher-value agreements can require several approvals. See The NDA fast lane.

Nothing. Contracts already in DocuLume stay outside the lifecycle and behave exactly as they do today. They are only brought in if you choose to.

Some actions depend on where the contract has got to — a contract still in drafting can't be sent for signature, for example. Check the lifecycle state shown on the contract. If it looks right, check with your administrator that an e-signature provider has been connected and that you hold the permission to send.

Workspace admins invite members by email from the team settings. Invitees receive a link to set up their account and join the workspace with an assigned role.

Yes — SAML 2.0 SSO is supported. Your administrator configures your identity provider; users then sign in with their work credentials. See Configuring SAML SSO.

Yes. You can protect your account with a code from any standard authenticator app, such as Microsoft Authenticator, Google Authenticator, or 1Password. Set it up under Settings → Security. The QR code is generated inside DocuLume and is never sent to an outside service. You also receive single-use backup codes for the day you don't have your phone. See Securing your account.

Use one of the backup codes issued when you set up two-factor authentication; each works once. If those are gone too, an administrator in your organisation can reset two-factor authentication on your account. For security, our support team cannot do this for you.

Repeated failed sign-in attempts lock an account for a short period, and continued failures lock it until an administrator unlocks it. This limits the damage if somebody tries to guess a password. Wait for the timer to clear, or ask your administrator to unlock the account.

Use Reset password on the login screen. You'll receive a secure link by email to set a new one. (SSO users sign in through their identity provider and don't manage a DocuLume password.)

Admins assign roles (Admin, Manager, Member, Viewer) and folder-level permissions through role-based access control. See Workspaces & roles.

Yes. Connect Slack or Teams under notification settings to receive alerts for job completion, workflow tasks, renewals, and more. See Connecting Slack & Teams.

Yes. DocuLume integrates with an e-signature provider so you can send, remind, cancel, and download signed contracts without leaving the platform. See E-signature.

Yes. DocuLume can notify your systems in real time when key events occur — for example, when a document finishes processing, a bulk job completes, a workflow task is assigned, or an e-signature status changes. Configure a destination URL in your workspace settings to receive these events and keep downstream tools in sync. Contact support@pspinsights.com to set up and verify webhook endpoints.

DocuLume is offered in tiered plans based on volume and features. For current pricing and to choose a plan, contact us or request a demo.

Yes — request a demo and we'll set you up so you can evaluate DocuLume with your own documents.