Sold by: UST
SmartDoc eliminates error-prone manual copy-paste across source PDFs, using AI extraction with visual grounding to produce structured, audit-ready documents for regulated teams.
Overview
UST SmartOps SmartDoc
UST SmartOps SmartDoc is an AI-assisted document authoring platform that transforms PDF-based source content into structured, review-ready outputs and final publishable documents. SmartDoc is deployed on AWS, using Amazon S3 for secure storage of source documents, extracted content, and audit trail records, and custom extraction and processing pipeline that powers deterministic extraction, LLM-based semantic extraction, and visual grounding.
This Professional Services engagement provides implementation, configuration, and training services for deploying SmartDoc's document extraction and authoring workflows on your AWS environment, including:
- Configuring Amazon S3 buckets and access policies for secure, compliant document storage
- Setting up custom extraction pipelines and validating accuracy against your sample source PDFs
- Defining reusable extraction templates tailored to your document types
- Provisioning admin and reviewer users with role-based access
- Hands-on training in the collaborative review workspace
- Supporting pilot validation and go-live transition
Engagement Timeline
Week 1 – Discovery and Scoping: Kickoff call to understand document types, source formats, compliance requirements, and team structure Weeks 2–3 – Template Configuration: Configure custom extraction templates and validate accuracy against sample PDFs stored in Amazon S3 Week 3–4 – User Setup and Training: Provision admin users, configure role-based access, and train your team in the review workspace Week 4–5 – Validation and Go-Live: Run a pilot extraction cycle, validate outputs, and transition to production use
Deliverables:
Configured Amazon S3 storage and custom extraction pipeline, validated extraction templates, trained admin and reviewer users, and a documented workflow playbook.
To begin scoping, visit https://www.ust.com/en/smartops to schedule a discovery call with the UST SmartOps team.
Highlights
- SmartDoc's visual grounding technology pins every extracted field to its exact coordinate in the source PDF - not just page-level citation. While traditional document automation tools force reviewers to manually cross-reference source documents, SmartDoc lets reviewers verify any extracted data point in seconds by clicking directly to its origin.
- Purpose-built for regulated document compliance, SmartDoc maintains a tamper-evident audit trail recording every extraction, edit, and approval action with timestamps and user attribution. Role-based access controls ensure only authorized team members can modify or approve content at each workflow stage. The platform's change history is designed to support regulatory frameworks requiring documented evidence of authoring controls in validated environments.
- SmartDoc replaces manual copy-paste assembly across dozens of source PDFs with automated, template-driven consolidation. Teams upload source documents and structured templates, then review AI-extracted content in a shared workspace before generating publication-ready Microsoft Word outputs. By automating the data gathering and structuring steps, SmartDoc compresses the document assembly workflow so teams can focus review effort on content accuracy rather than data entry.
Details
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Delivery method
Deployed on AWS
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Pricing
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Support
Vendor support
Getting Support
For questions about SmartDoc, including usage, troubleshooting, integration assistance, and account management, contact the UST SmartOps team through the SmartOps page at https://www.ust.com/en/smartops .
Onboarding and Engagement Process
After subscribing, UST follows a structured onboarding approach:
- Discovery Call - A scoping session to understand your document types, compliance requirements, and team structure
- Template Configuration - UST configures and validates extraction templates against your sample source PDFs
- User Provisioning and Training - Admin and reviewer accounts are set up with role-based access, and your team receives hands-on training
- Validation and Go-Live - Your team runs a pilot cycle and transitions to production use
What Your Team Provides
To ensure a smooth onboarding, buyers should prepare:
- Sample source PDF documents representative of your typical workflows
- Desired output template structure or example final documents
- A designated project contact and document owner for configuration decisions
- IT contact for any integration requirements with existing document management systems
Ongoing Support Areas
The UST team can assist with:
- Product usage guidance and workflow customization
- Troubleshooting extraction accuracy, review workflows, and output generation
- Template updates and new document type configuration
- Account and subscription management including refund requests
To request a personalized demo or discuss implementation, reach out through
