FAQs

1. Can I use Docupulse for free?

Yes. The Free Plan includes core functionalities like document viewing and cross-referencing. It's perfect for individuals or small teams who want to explore the essential features of Docupulse without any cost.

2. How do I install Docupulse?

Docupulse is installed as an Excel add-in. You can download it from the Excel Add-in Marketplace. Alternatively, you can reach out to [email protected] to get a hands-on installation and intro in a live screenshare.

3. What storage solutions does Docupulse support?

Docupulse integrates with:

• Google Drive

• SharePoint

• Dropbox

• Local or on-premise servers

You can choose your preferred setup depending on your security or compliance requirements.

4. How does cross-referencing work?

Open a PDF, create a bounding box and copy the created link into your sheets. When others view the Excel file, they can click the reference to jump directly to the exact supporting text — improving traceability and reducing confusion.

5. What AI features are included in the Enterprise Plan?

The Enterprise Plan unlocks:

• Semantic search across documents

• AI-generated summaries and conclusions

• Automated data extraction routines

• Support for custom workflows and scripts

6. Can I customize Docupulse for my organization’s needs?

Absolutely. Enterprise users can build custom scripts, automate workflows, and tailor document processing to fit their internal compliance, legal, or finance use cases. Please reach out to contact@docupulse with your requirements.

7. Is my data secure?

Yes. Docupulse prioritizes security with:

• Hosting purely on Microsoft Azure

• Revision-safe archive with version control

• Optional on-premise hosting to keep data under your direct control

8. Can multiple people work on the same project?

Yes. Docupulse supports collaborative workspaces, shared queries, and document annotations. Teams can work together in real-time, ensuring consistent data extraction and unified analysis.

9. What types of documents does Docupulse support?

Docupulse supports:

• PDF

• Microsoft Word

• Microsoft Excel

These documents are indexed for search, viewed directly in Excel, and used as sources for extractions and references.

10. Is training or onboarding available?

Yes. Enterprise clients receive:

• Dedicated onboarding support

• Access to training materials and walkthroughs

• Help building custom queries and automations

You can also schedule live demos or contact support at any time.