For procedures, work instructions and organisational knowledge.
FROM DOCUMENTS TO KNOWLEDGE
Keep the expertise. Lose the search.
Bring it togetherDocuments from existing business sources
Keep people involvedNamed reviewers and approvers
Make it usefulAI search connected to document sources
WHAT IS AMSLINE RAG?
Your organisation knows a lot. Help people find it.
Procedures live in folders. Instructions move through reviews. Answers depend on knowing which document to open. AmsLine RAG connects these activities in a managed document and knowledge environment.
RAG stands for Retrieval-Augmented Generation: AI uses retrieved document content to help answer a question. Instead of searching only by filename, people can ask in their own words and follow the supporting sources.
PRODUCT CAPABILITIES
Manage the document. Put the knowledge to work.
Support the people who maintain information and the teams who depend on it.
01 / COLLECT
Connect existing sources
Import selected documents from various sources like network folders, document management systems, OneDrive and more. Organise sources in a folder hierarchy and retain the link to their origin.
Source folders · Managed imports02 / ORGANISE
Give documents context
Manage PDFs and document records with titles, versions, departments, process areas and document types. Use folder defaults to support consistent classification.
Business metadata · PDF viewing03 / REVIEW
Make ownership clear
Assign a reviewer and approver. Correct the original document during review and regenerate its PDF when submitting it for approval.
Assignments · Review workflow04 / APPROVE
Record the decision
Approve reviewed content or return it with a reason. Follow the document’s workflow status and history so the next person knows what needs attention.
Approval decisions · Document history05 / PUBLISH
Prepare content for AI search
Publish selected managed documents to AI search and track their publication status. Keep publication as an explicit document-management action.
AI publication · Knowledge collections
06 / ASKAI
Ask questions in everyday language
Explore document content through AI questions and conversations. Use the supporting source references to check the context behind an answer.
Conversational search · Source references
A CONNECTED WORKFLOW
From first import to the next useful answer.
Document work stays visible. Responsibilities stay with your people.
01
Import
Bring selected source documents into managed storage.
02
Review
Check content and metadata. Make corrections.
03
Approve
Accept the document or return it with feedback.
04
Publish
Select content for your AI knowledge collection.
05
Ask
Find information and follow its source.
Approval and AI publication are separate actions today. An enforced approval-before-publication gate is part of the product direction.
SEE THE WORKFLOW
Meet AmsLine RAG. In just over two minutes.
The document journey, from import to answers. Includes the future SharePoint and security vision.
Coordinate procedure reviews, document responsibilities and approval decisions in a visible workflow.
Operations & support
Find relevant work instructions and reference material without depending on someone who knows the folder structure.
Knowledge owners
Turn maintained documents into a resource that colleagues can explore through questions and source references.
CONTROL & PRODUCT DIRECTION
Build on a managed foundation.
The application provides sign-in and role-based responsibilities for users, document managers and administrators. The next steps extend control across the full knowledge journey.
PRODUCT DIRECTION
Document-aware access
Apply document permissions before retrieval, so answers and citations use only sources a person may access. This is the target workflow shown in the film.
PLANNED
A SharePoint document environment
Move managed documents to SharePoint as a future destination. Today’s SharePoint use supports temporary PDF conversion.
A FEW PRACTICAL QUESTIONS
Understand the fit.
Security follows the document.
The intended security model connects identity, document permissions and protected storage. Here is what that means for your organisation—and which controls form part of the planned integration.
Can someone get answers from documents they are not authorised to see?
The target rule is no: people must not receive answers, excerpts or citations derived from documents they are not authorised to access. Access must be checked before document content is retrieved for AI. If no authorised source is available, the system should not provide a document-based answer.
Application sign-in and roles are available today. End-to-end document-level permission enforcement is the intended product direction, not a claim that the current implementation already guarantees this behaviour.
Does SharePoint security still apply?
Yes. Documents stored in SharePoint remain subject to its site, library and file permissions, together with configured sharing controls. Signing in does not give a person access to every document.
For the planned RAG integration, these permissions must also be respected when retrieving content and presenting answers or source links. SharePoint permissions alone do not automatically protect a separate AI index: the integration must carry those restrictions through and account for permission changes.
Can SharePoint store encrypted documents?
Yes. SharePoint Online encrypts data at rest and in transit. It can also store documents protected with Microsoft Purview sensitivity labels that apply file-level encryption and usage permissions. These protections are distinct from normal site and folder access.
AI processing of an encrypted document depends on its file type, protection settings and the integration's authorised access. Storage does not automatically make its contents available for AI search. Some encryption configurations cannot be processed.
What happens when permissions change or access is withdrawn?
The intended integration must reflect access changes in retrieval, source links and any stored search content. A revoked permission must not be bypassed through an older index or cached answer. Synchronisation, cache handling and rechecking permissions are requirements to validate for each deployment.
Previously viewed or downloaded information cannot simply be recalled. Organisations should also define appropriate retention and sharing rules for conversation history and exported content.
What other security controls should a deployment include?
Use least-privilege access for people and connectors, named document responsibilities, and multi-factor authentication through your identity provider where configured. Review sharing settings and use sensitivity labels for confidential material.
Agree which documents may be sent to the chosen AI service, where data is processed, how long documents and conversations are retained, and what activity is logged. Validate these settings, licensing requirements and document-access checks before enabling sensitive content. AmsLine's review and approval workflow supports content governance; it does not replace these controls.
Does this replace our existing document sources?
The workflow brings selected documents into managed storage from various sources like network folders, document management systems, OneDrive and more. Source systems remain part of the document journey; a broader SharePoint migration is a planned direction.
Can people verify an AI answer?
Source references help people trace an answer back to supporting document content. For operational decisions, open and check the source, its context and its version.
Is approval required before AI publication?
Review and approval are available, but publication does not currently enforce Approved status. Organisations must apply their release process when selecting documents to publish. An enforced approval gate is part of the product direction.
Does the film show only currently available features?
The film combines the existing document workflow with the intended product direction. Full SharePoint document storage and end-to-end document-level permission checks are presented as future capabilities.