The Findings tab is where you ask questions about your project’s documents. Each question you ask becomes a finding — a stored Q&A item with a cited answer that your team can review, edit, and export.
Asking your first question
- Open the Findings tab inside a project.
- If no findings exist yet, you will see the question input in the centre of the screen.
- Type your question in the input field and press Enter (or click the send button).
Daedaline searches across all indexed documents in the project and returns an AI-generated answer with references to the source documents and pages.
Suggestions
If you are not sure where to start, click one of the suggestion chips displayed below the question input. These are pre-written prompts designed to surface common due diligence insights quickly.
The findings list
All questions you have asked are saved and appear in the findings list on the left side of the screen. You can:
- Click any finding to re-open its answer and source references.
- Group findings by date, user, document, or report section using the group selector.
- Use the filter bar to narrow findings by status or other attributes.
Viewing answers with the PDF viewer
When you select a finding, its answer appears on the right side of the screen alongside citations. Click a citation to open the referenced document in the side-by-side PDF viewer, where the relevant page and passage are highlighted.
Bulk actions
Use the actions menu (ellipsis button) in the findings header to perform operations across multiple findings:
| Action | Description |
|---|
| Upload questions | Import questions in bulk from a CSV or Excel file |
| Download findings | Export all findings as CSV or XLSX |
| Refresh findings | Re-run processing on selected findings |
| Delete findings | Remove selected findings from the project |
To select multiple findings, enable editing mode from the findings list header. Checkboxes will appear on each item.
Uploading questions in bulk
Instead of entering questions one by one, you can import a list of questions from a spreadsheet:
- Open the actions menu and select Upload questions.
- Upload a CSV or Excel file with a column named
question (or questions).
- Each row becomes a new finding in the project.
Next steps