Secure Document Analyzer
Step-by-step guide for users using Secure Document Analyzer on EZ4Youtech.
Upload, extract, and analyze documents with tenant BYOK providers.
Workspace fields
These labels match the live EZ4Youtech workspace (sidebar provider + main panel):
- Document text (required) — textarea field in the workspace
Primary action button: Analyze Document
Workspace overview
Before you start
- Log in as a user on your company tenant (admins set up BYOK separately).
- Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
- Verify your plan includes Basic apps — disabled apps show the plan required to unlock them.
Step-by-step
- Open the app — In the workspace sidebar, select Secure Document Analyzer under EZ Utility Apps.
- Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
- Upload document (optional) — Under Upload document, choose a PDF, DOCX, or TXT file and click Upload. Enable Analyze after upload to run analysis immediately, or upload text only.
- Use file history — Under File history, pick a saved file and click Load file to fill Document text.
- Enter or edit document text — In the Document text field, paste or edit the extracted content before you analyze.
- Run analysis — Click Analyze Document. Results appear below with provider and token estimates.
- Review analysis history — Under Analysis history, select a past run and click View analysis to restore output.
- Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.
Example inputs
Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.
Document text
COMMERCIAL LEASE — Tenant: Riverfront LLC. Term: 36 months from 7/1/2026. Base rent stated in Schedule A. CAM reconciliation annually. Assignment requires landlord consent.
Upload PDF/DOCX/TXT or paste extracted text before you analyze.
Try these scenarios
Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.
- Summarize key obligations and dates for internal review.
- Flag ambiguous clauses before sending to a client.
- Extract party names and defined terms only.
Expected result
Shape of the AI output in the Result panel — review before client use.
Example output (analysis)
- Document type and parties identified from your text
- Key clauses / dates with citations to sections you pasted
- Risk flags and recommended human review items
Tips
- Keep prompts specific: include dates, names, and constraints for better drafts.
- Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
- If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.