General

Explore an overview of Hapax—its main features, core AI architecture, and how it empowers financial institutions to improve efficiency, compliance, and accuracy across operations.

• How to Use AI While Editing A Document
• How to Delete a Saved Prompt
• How to Edit Permissions for a Document
• How to Rename a Document
• How to Move a Document
• How to Edit a User’s Access Level
• How to Edit a Document
• How to Download a Document
• How to Edit a User’s Group, Team, Department Affiliation
• How to Set an Approval Flow on a Document
• How to Bulk Upload Files
• How Does Hapax Stay Up-to-Date with Shifting Government Regulations?