People & Roles

People & Role pages collect all the document work one role does — not one tool, and not one scenario. A role page is a task-chain index: it lists the jobs the role owns, links each job to its scenario guide for the full steps, and never repeats the steps itself.

People & Roles

Every document job for one role — task-chain indexes for legal, finance, HR, and more.

This section is coming soon — articles will be added in upcoming batches.

Planned role pages

Role pages ship in later batches, listed by position so the roles themselves are findable here from day one:

• Legal & compliance — redaction, Bates numbering, PDF/A validation, and privileged-review prep
• Finance & accounting — invoice and statement extraction, splitting by keyword, audit-ready archiving
• HR & people ops — onboarding packets, sensitive-record redaction, form collection
• Operations & administration — merge, split, and batch routines for everyday paperwork
• Developers — PDF-to-JSON extraction, Typst typesetting, and API pipelines
• Sales & procurement — contract review, key-info extraction, and signature verification

Related reading

• Tool Guides — the tools each role page links into
• Compare & Choose — pick between modes and tools before building a workflow