Secure Document Analyzer

Step-by-step guide for users using Secure Document Analyzer on EZ4Youtech.

Live Requires Basic plan or higher · Agent role

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

Example workspace for Secure Document Analyzer with labeled fields — Mock workspace for **Secure Document Analyzer** — rich controls (dates, selects, sliders), guided steps, and field labels match the live app UI (May 2026).

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.

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