Comparing Company Documents

When to Compare Documents

You can use document comparison when you need to:

• Compare a client or partner document with your internal version

• Review an external proposal against company standards

• Identify differences between external and internal documents

• Understand how an external document aligns with internal policies

This helps ensure consistency and informed decision-making.

Comparing an External Document with Internal Knowledge

A common workflow is:

1. Upload or reference the external document (for example, a client proposal)

2. Use the Internal Knowledge Assistant to compare it with relevant internal documents

Example request:

Compare this client proposal with our standard service agreement.
Highlight key differences and potential risks.

The assistant analyzes the external document together with your internal documents and returns a structured comparison with citations to internal sources.

Using Search File for Internal Documents

When comparing documents, you can use the Search File option to:

• Select the specific internal document to compare against

• Limit the comparison to relevant files only

This helps ensure the comparison is focused and accurate.

Combining Internal and External Best Practices

In some cases, you may want to compare your internal documents with external best practices rather than a specific file.

A recommended approach is:

1. Use the Internal Knowledge Assistant to retrieve or summarize your internal document

2. Switch to the General Assistant to research external standards or best practices

3. Compare the findings to identify gaps or improvements

Example workflow:

• Internal Knowledge Assistant:

  Summarize our current data security policy.

• General Assistant:

  Research current best practices for data security in our industry and compare them with our policy.

This approach combines internal accuracy with external context.

Understanding Comparison Results

Comparison results may include:

• Key differences and overlaps

• Areas that may require attention or clarification

• High-level summaries rather than full document rewrites

When internal documents are involved, results include citations to show which company document was used.

Best Practices for Document Comparison

• Clearly state which documents should be compared

• Use Search File to select the correct internal documents

• Focus on specific aspects (for example, scope, requirements, risks)

• Use one comparison task per request

These practices help produce clearer and more actionable results.

Common Mistakes to Avoid

• Comparing documents without specifying what to focus on

• Expecting legal advice or automatic approval decisions

• Mixing multiple comparison tasks in one request

• Assuming access to documents you are not permitted to view

What to Read Next

• Finding Information and Using Citations

• Working with Files in the Internal Knowledge Assistant

• Best Practices for Internal Knowledge Queries