At a Glance
| Vendor | PDF.ai |
|---|---|
| Category | Document Chat |
| Default Risk Rating | High |
| Default Status for New Clients | Unapproved |
| Recognized By | Domain: pdf.ai |
| Desktop App Inventoried | Web only |
The risk rating and default status are ProctoredAI's starting points for a new client. Each partner sets the status per client.
What to Know About PDF.ai
Documents are uploaded in full.
Why Document Chat Tools Need Governing
Document chat tools process uploaded files in full, and the files people upload are the ones they need help reading: contracts, statements, records.
Approve one tool, and block sensitive documents to every other.
How ProctoredAI Governs PDF.ai
- See it. The agent reports every device and account using PDF.ai.
- Decide it. Mark it Approved, Unapproved or Blocked for each client. Unapproved use can ask the person for a business reason first.
- Protect what is sent. Prompts and uploads are inspected on the device, and credentials, health and payment data and sensitive documents are stopped, redacted or warned on by the client's rules.
- Prove it. Usage, decisions and blocked events land in the client's monthly report as evidence.
Policy Packs That Fit
- Sensitive Documents. Contracts, financial statements, HR and medical records, customer lists and credential files may only go to approved AI apps.