Contents
1. Information We Collect
- Account/session data: basic session identifiers used to keep you logged in.
- Documents & inputs: the files you search (e.g., PDF, DOCX, XLSX) and keywords you submit.
- Extracted results: item codes, descriptions, units, and rates derived from your documents.
- Operational logs: timestamps, error logs, and performance diagnostics to run and improve the service.
2. How We Use Information
- To perform search and extraction and display results to you.
- To generate output files (e.g., Excel) and save them to your configured storage (e.g., OneDrive).
- To troubleshoot issues, monitor performance, and improve accuracy.
- To enable requested integrations (e.g., creating QuickBooks estimates) when you click those actions.
4. Data Retention
- Temporary cache: search results may be cached for performance and cleared when you click “Clear”.
- Output files: saved in your OneDrive/SharePoint location until you delete them (and/or per your org policy).
- Logs: retained for a limited time for security and debugging.
5. Security
We use standard security practices such as access control, secure transport (HTTPS), and credential-based authentication for integrations. No system is 100% secure; please use strong credentials and follow your organization’s policies.
6. Your Rights & Choices
- You can clear cached results using the “Clear” button.
- You can delete output files from your OneDrive/SharePoint storage.
- You can request access, correction, or deletion of personal data where applicable.
7. Third-Party Services
Integrations such as Microsoft OneDrive/SharePoint and QuickBooks process data under their own policies and terms. Please review those policies if you have concerns.
8. Contact
For privacy questions or requests, contact:
This template is provided for general informational use. Consider legal review for production use.