Basic
Not a document workspace
Basic is a bank-activity visibility layer. It does not promise document storage, document organization, version management, or document-aware records.
Pro
Governing documents
Identify the documents that informed a configured requirement in a supported spending workflow.
In a supported Pro workflow
Show the source behind a configured requirement.
- Document title and version or effective date where supplied
- A relevant reference selected by the community
- The configured condition or threshold tied to the source
- The spending request and decision that used the configuration
Product scope
Document-aware configuration in Pro.
Pro
Configured source context
Pro can apply community-approved configuration drawn from identified documents to a supported spending request.
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