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Every transaction rests on a set of facts: who the parties are, what the property is, the price, the dates, the charges against it. The Summary tab holds them in one place, so that nobody has to hunt through documents or compare versions of a spreadsheet.

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How it is organized

Categories are arranged in columns, and can be dragged into a different order. Only admins and team leaders can create and reorder categories and fields.

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Where values come from

People

Anyone with editor access to a category can type a value. Recipients of a share link with Edit capability fill the fields in as a questionnaire.

Documents, by AI

When you add or change a field, Casa Conect looks for the answer in the space’s documents. It also writes a short description of the field, to guide the search.

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Reviewing AI values

A value found by AI arrives as a suggestion. It is not a fact of the transaction until a person accepts it. Every AI value carries a citation: a numbered marker that opens a preview of the source document with the relevant passage highlighted, and an Open in file viewer button. Check the citation before you accept the value.
AI extraction is an aid to your review, not a substitute for it. A misread digit in a cadastral reference, or a price taken from an earlier draft, looks just as confident as a correct value. Accept a value only after you have checked its source.

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Access

Each category has its own access list, granted to a team or to a member as viewer or editor.
  • A category must always keep at least one editor. Casa Conect will not let you remove the last one. A person who is the only editor of a category must transfer editor access before leaving the space.
  • Access to a value also depends on access to its source. If a value was derived from a document you cannot see, the value is locked for you: “You don’t have access to every document this value was derived from. Ask for reading permission on the cited documents to view it.” This stops the Summary from leaking the contents of a restricted document.

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Tips

  • Name fields precisely. “Purchase price (EUR, excluding tax)” produces a better extraction than “Price”.
  • Upload the documents first. Extraction can only find what is in the space.
  • Use a share link to collect answers from a party who has no account. The fields become a short form, and their answers save automatically.