Step-by-step instructions for every feature. Click a card to see detailed instructions for each workflow.
Understand the core concept behind CompletionOS — the Case.
Step-by-step instructions for creating a new case for a customer.
Add, remove, or modify document requests within an existing case.
Link a case to a customer and send them their secure portal link.
Add customers individually or import them in bulk.
Create the same case for many customers efficiently.
Configure how often customers receive reminder emails.
Approve, reject, or request corrections on submitted documents.
Understand the two-stage AI + Business Validation pipeline.
Validate table structure, column headers, and data integrity in Excel files.
Detect and validate handwritten, digital, and electronic signatures.
Validate page count and content across multi-page documents.
What your customers see and do when they receive a case.
End-to-end flow from creation to completion.
Settings, subscription management, branding, and account details.
What each metric means and how it is calculated.