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Choose your learning path

Use the path that matches your role.

Ops Officer path​

Module flow: 1 -> 2 -> 3 -> 4 -> 5

  1. Module 01: Platform Overview
  2. Module 02: Uploading Documents
  3. Module 03: Reviewing Extractions
  4. Module 04: Covenant Monitoring — coming in Q3 2026
  5. Module 05: Document Q&A

Analyst path​

Module flow: 1 -> 3 -> 4 -> 5

  1. Module 01: Platform Overview
  2. Module 03: Reviewing Extractions
  3. Module 04: Covenant Monitoring — coming in Q3 2026
  4. Module 05: Document Q&A

Compliance and Risk path​

Module flow: 1 -> 4 -> Covenant Monitoring feature

  1. Module 01: Platform Overview
  2. Module 04: Covenant Monitoring — coming in Q3 2026
  3. Covenant Monitoring (feature overview) — coming in Q3 2026
  4. Document Q&A — for evidence-linked answers during audits

Admin path​

Module flow: 1 -> 6 -> 7 + Roles and Permissions + Deployment docs

  1. Module 01: Platform Overview
  2. Module 06: Workflows
  3. Module 07: Document Models
  4. Roles and Permissions
  5. System Requirements
  6. Deployment Prerequisites

Solution Architect path​

Module flow: 1 -> Architecture & Deployment docs -> Integrations

  1. Module 01: Platform Overview
  2. Architecture Overview
  3. Azure Marketplace Guide / On-Premise Deployment — pick the deployment model you're evaluating
  4. Regulatory Compliance
  5. Data Flow Diagram
  6. Module 07: Document Models