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Welcome to Citemark

Citemark is an AI-powered workspace that helps you analyze documents, extract insights, and automate complex workflows. This guide will help you get started with the platform.

What is Citemark?​

Citemark combines advanced document processing with AI capabilities to help you:

  • Upload and organize documents - Store PDFs, Word documents, and other files in organized projects
  • Extract information automatically - AI-powered extraction identifies key data from your documents
  • Chat with your documents - Ask questions and get answers based on your uploaded content
  • Run specialized Skills - Execute pre-built workflows for specific tasks like compliance analysis

Quick Start​

1. Sign In​

Navigate to the Citemark application and sign in with your credentials. If you're new, ask your organization administrator for an invitation.

2. Select or Create a Project​

Projects are containers for your documents and conversations:

  1. Click on Projects in the sidebar
  2. Select an existing project or click Create Project
  3. Give your project a name and description

3. Upload Documents​

Add documents to your project:

  1. Open your project
  2. Click Upload in the Sources panel
  3. Select files from your computer (PDF, DOCX, TXT supported)
  4. Wait for processing to complete (you'll see a progress indicator)

4. Start a Conversation​

Once documents are processed:

  1. Click New Conversation or select an existing one
  2. Type your question in the chat input
  3. The AI will search your documents and provide answers with citations

Key Concepts​

Organizations​

Your company or team's workspace. All users, projects, and documents belong to an organization.

Projects​

Collections of related documents and conversations. Use projects to organize by client, matter, or topic.

Sources​

Documents uploaded to a project. Citemark automatically extracts text and makes it searchable.

Conversations​

Chat threads where you can ask questions about your documents. Each conversation maintains context.

Skills​

Pre-built AI workflows for specific tasks. Skills can extract structured data, analyze compliance, generate reports, and more.

Next Steps​

Need help? Contact your organization administrator or visit our support portal.