Learn how to find trusted information, organise your work and get the most from Corvia.
Welcome to Corvia
Welcome to Corvia.
Corvia helps you find trusted information using your organisation’s approved knowledge. Whether you’re checking a policy, confirming a procedure or looking for operational guidance, Corvia brings your organisation’s knowledge together in one place.
This guide will help you learn how to:
- Navigate the Corvia workspace.
- Ask questions and continue conversations.
- Organise work using Projects.
- Explore Source Documents.
- Use Analysis and Alignment (where available).
- Manage your account.
- Get the most from Corvia.
Your organisation may customise the application’s name, logo and branding. Throughout this guide we’ll refer to the platform as Corvia, however your organisation may use a different display name. The features described in this guide remain the same.
Understanding Corvia
Corvia is made up of three key areas.
Everyday Knowledge Experience
This is where you’ll spend most of your time.
You can:
- Ask questions using your organisation’s knowledge.
- Continue previous conversations.
- Organise work into Projects.
- Browse Source Documents you’ve been given access to.
Where Corvia gets its information
Corvia can work with two types of knowledge:
Source Documents are part of your organisation’s broader knowledge library and are available to you based on your access permissions.
Project files are files added to a specific Project to support that piece of work.
When working inside a Project, the Project’s Search Scope determines whether Corvia searches All available sources or Project files only.
Advanced Capabilities
Some organisations enable additional capabilities for users who need to compare and review organisational knowledge.
These include:
- Analysis – Compare two Source Documents to identify differences, gaps and recommendations.
- Alignment – Review and manage the findings produced during an Analysis.
If you don’t see these features, they haven’t been enabled for your account.
Administration
Managers and Administrators have access to additional configuration features that aren’t covered in this guide.
If you’re responsible for administering Corvia, refer to the Administration Guide.
Before you begin
Corvia answers questions using the organisational knowledge you’ve been given access to.
It doesn’t search the public internet. Every response is generated using your organisation’s approved knowledge and the Source Documents available to you.
Corvia is designed to support informed decision-making and consistent access to knowledge. It doesn’t replace your organisation’s policies, governance processes or professional judgement.
Using Corvia
Corvia helps you find information, organise your work and explore your organisation’s knowledge.
Most people use Corvia in one of four ways.
Ask questions
Ask questions in plain language and receive answers based on the knowledge available to you.
Organise your work
Use Projects to keep related conversations and ongoing work together.
Explore Source Documents
Browse the knowledge behind Corvia’s answers and understand the original context.
Compare Source Documents
If Analysis has been enabled for your account, you can compare two Source Documents to identify differences, gaps and recommendations.
How Corvia answers questions
Every response is based on the organisational knowledge you’ve been given access to.
Corvia searches the available knowledge, identifies the most relevant information and generates a response using your organisation’s approved content.
If the information isn’t available within your organisation’s knowledge, Corvia won’t be able to answer it.
Workspace
The Workspace gives you an overview of your recent activity in Corvia.
From here you can continue previous conversations, discover recently added Source Documents, view recent activity and access the areas of Corvia available to you.
Asking a question
Start a new conversation by typing your question into the Ask Corvia field.
Ask questions in plain language, just as you would ask a colleague.
Continue conversations
The Recent Conversations section lets you return to work you’ve already started.
Select any conversation to continue where you left off.
View recently added Source Documents
The Recently Added Documents section highlights Source Documents that have recently been made available to you.
Select a document to explore its contents.
Review recent activity
If Analysis has been enabled for your account, the Workspace may also display recent analyses, key metrics and work requiring your attention.
Navigate Corvia
Use the navigation menu to move between the areas available to you, including:
- Workspace
- Ask Corvia
- Projects
- Source Documents
- Analysis (where available)
- Alignment (where available)
- Help
Administrators will also see Administration.
Asking Questions
The easiest way to find information in Corvia is to ask a question.
You don’t need to use special commands or keywords. Simply ask your question in plain language and Corvia will search the organisational knowledge available to you.
Ask your question
You can ask about:
- Policies
- Procedures
- Standards
- Processes
- Organisational knowledge
For example:
- What is our annual leave approval process?
- Summarise our Responsible AI Policy
- What is the max LVR I can offer my client who lives in 2281, is an accountant and wants to buy an investment property?
Add context
The more specific your question, the more relevant Corvia’s response is likely to be.
Instead of asking:
Entertaining policy
Try:
What’s our policy on taking out a client to dinner?
Adding context helps Corvia return more relevant information.
Continue the conversation
Follow-up questions build on previous responses.
Because Corvia remembers the context of the conversation, you don’t need to repeat information you’ve already discussed.
Review the original source
If the wording of a policy or procedure is important, open the relevant Source Document to review the surrounding context.
If Corvia can’t answer
This usually means:
- The information isn’t available in the knowledge you’ve been given access to.
- Your question needs more context.
- The information hasn’t yet been added to Corvia.
If this happens, try asking a more specific question or browse the relevant Source Documents.
Questions within Projects
When you ask a question from within a Project, Corvia follows that Project’s Search Scope.
If All available sources is selected, Corvia can search the Source Documents you have access to as well as files uploaded to the Project.
If Project files only is selected, Corvia searches only the files uploaded to that Project.
Conversations
Every question you ask becomes part of a conversation.
Conversations help you explore a topic over time, ask follow-up questions and return to your work without losing context.
Continue a conversation
Select any previous conversation to continue where you left off.
Corvia remembers the context of the conversation, allowing you to build on previous questions without starting again.
Start a new conversation
Start a new conversation when you’re moving to a different topic or beginning a new piece of work.
Rename a conversation
Give conversations meaningful names so they’re easier to recognise when you return later.
Share a conversation
Share conversations with colleagues when collaboration is needed.
Shared conversations are read-only, allowing others to review the discussion without changing it.
Find previous conversations
Open Ask Corvia to browse or search your conversation history.
Conversations and Projects
Conversations are ideal for exploring a topic.
If your work grows beyond a single conversation, move it into a Project to keep everything together.
Projects
Projects provide a dedicated workspace for organising conversations, files and related work around a single topic.
If you’re researching a policy, preparing for a meeting, reviewing documents or investigating an issue over time, a Project keeps the relevant work together.
Create a Project
Open Projects from the navigation menu and select Create Project.
Give your Project a meaningful name and start working immediately. You can begin new conversations within the Project or move existing conversations into it.
Add files to a Project
You can upload files directly to a Project.
Project files are useful when you’re working with information that is specific to a particular review, investigation, case or piece of work.
Files uploaded to a Project can be used by Corvia when answering questions within that Project.
Choose what Corvia searches
Each Project has a Search Scope that controls which information Corvia can use when answering questions within the Project.
There are two options:
All available sources
Includes Source Documents you already have permission to access and files uploaded directly to the Project.
Project files only
Searches only files uploaded to the Project.
All available sources is selected by default.
Changing the Search Scope does not change your document permissions. Corvia will only search Source Documents you are already authorised to access.
Organise related work
Projects are useful for ongoing pieces of work such as:
- Policy reviews
- Operational investigations
- Risk assessments
- Customer or case reviews
- Board or management reporting
- Research and document reviews
Move conversations into a Project
If you’ve already started working on a topic, you can move an existing conversation into a Project at any time. There’s no need to start again.
Share a Project
Projects can be shared with other people in your organisation.
Open the Project, select Share, then choose the people you’d like to share it with.
Once shared, they’ll be able to access the Project from their own Projects page.
Find your Projects
All of your Projects are available from the Projects page.
Open any Project to continue your work or review previous conversations and files.
Source Documents
Source Documents let you explore the organisational knowledge behind Corvia’s answers.
Rather than viewing the original uploaded file, you’ll browse the structured knowledge Corvia searches when answering your questions. This makes it easier to find information, understand the surrounding context and explore the knowledge available to you.
Browse Source Documents
Open Source Documents to see the documents you’ve been given access to.
From here you can:
- Browse available Source Documents.
- Search for a document by name.
- Open a document to explore its contents.
The documents you see depend on the access assigned to you by your organisation.
Explore document content
When you open a Source Document, you’ll see its contents organised into searchable sections.
These sections make it easier to:
- Navigate large documents.
- Find specific topics.
- Read information in context.
- Understand the knowledge behind Corvia’s answers.
Expand any section to read its contents.
Search within a document
Use the search box to find headings, keywords or topics within a Source Document.
Searching within a document is often the quickest way to locate the information you’re looking for.
View document details
Each Source Document includes information such as:
- Document name
- Access level
- Uploaded by
- Date added
- Processing status
- Number of searchable sections
What you can do
You can:
- Browse Source Documents.
- Search within documents.
- Read document sections.
- View document details.
You can’t:
- Upload Source Documents.
- Replace or delete documents.
- Change document access.
If you need additional documents or access, contact your Manager or Administrator.
Source Documents and Project files
Source Documents form part of your organisation’s broader Corvia knowledge library.
Files uploaded to a Project are different. They are associated with that Project and can be used by conversations within it.
A Project’s Search Scope determines whether Corvia searches All available sources or Project files only.
Analysis
Analysis helps you compare two Source Documents.
It’s designed for situations where you need to understand how documents relate to one another, for example, comparing a policy with a procedure, reviewing different versions of a document or identifying gaps between related documents.
If you don’t see Analysis, it hasn’t been enabled for your account.
Create an Analysis
Open Analysis, select the Source Documents you want to compare, give the Analysis a meaningful name and start the comparison.
Corvia analyses the documents and prepares the results for review.
Review the results
Analysis highlights:
- Findings
- Recommendations
- Areas of alignment
- Areas requiring attention
Rather than reviewing documents line by line, you can focus on the areas that matter most.
Review supporting information
Each finding includes supporting information to help you understand why it was identified.
Use this information to review the relevant sections before deciding whether any action is required.
Continue into Alignment
If Alignment has been enabled, you can continue working with your findings there.
Alignment provides a structured workspace for reviewing findings and tracking progress.
Alignment
Alignment helps you review and resolve the findings identified during an Analysis.
Each Alignment task brings together the finding, the supporting evidence from both Source Documents and a workspace for recording the action required to bring the documents into alignment.
Rather than switching between reports and source documents, everything you need to review a finding is available in one place.
Review the finding
Each Alignment task begins with a summary of the finding identified during the Analysis.
The finding explains where a potential misalignment exists between the two Source Documents and why it has been flagged for review.
Depending on the Analysis, findings may also include an impact rating to help you prioritise your review.
Explore the supporting evidence
Each finding includes the relevant passages from the Source Documents that contributed to the result.
Reviewing these passages allows you to:
- Understand the context of the finding.
- Compare the wording across both documents.
- Decide whether the finding requires action.
You can expand each passage to read the surrounding content before making a decision.
Generate an alignment action
Once you’ve reviewed the evidence, you can generate a recommended alignment action using AI.
The generated recommendation provides a starting point that you can review, edit and refine before saving.
This helps reduce the time required to document recommended changes while ensuring the final recommendation reflects your organisation’s needs.
Update the review
As you work through findings, update the task to reflect its current status.
You can:
- Mark the task as Not started.
- Set it to In progress.
- Mark it Complete once your review has finished.
Where enabled, you can also assign the task to another member of your team.
Work through each finding
Alignment presents findings one at a time, making it easier to focus on each issue individually.
Use the navigation controls to move between findings until your review is complete.
Your Account
Your account settings allow you to manage your personal experience in Corvia.
Depending on how your organisation has configured Corvia, you may be able to update your profile, change your password and choose your preferred display theme.
View your profile
Open your account menu from the bottom of the navigation panel and select Profile.
Here you can view your account information, including your name, email address and role.
Update your details
If enabled by your organisation, you can update your job title and other profile information from your profile.
Changes apply only to your own account.
Change your password
If you sign in using an email address and password, you can change your password from your profile.
If your organisation uses Single Sign-On (SSO), password changes are managed by your IT department.
Choose a theme
Corvia supports different display themes to suit your preferences.
Depending on your settings, you can choose:
- System
- Light
- Dark
Sign out
When you’ve finished using Corvia, select Log out from the account menu.
Understanding Your Access
The information and features available in Corvia are based on the access assigned to you by your organisation.
This means different people may see different Source Documents, Projects or capabilities depending on their role.
Access to Source Documents
You’ll only see the Source Documents you’ve been given permission to access.
If you can’t find a document you’re expecting, it may not have been shared with you.
Search Scope and access
Changing a Project’s Search Scope does not change what information you have permission to access.
When All available sources is selected, Corvia will only search the Source Documents you are already authorised to access, alongside files uploaded to the Project.
Access to features
Some capabilities, such as Analysis and Alignment, are only available to users whose organisation has enabled them.
If you don’t see a feature described in this guide, it may not be available for your account.
Requesting access
If you believe you need access to additional Source Documents or capabilities, contact your Manager or Administrator.
Getting the Best from Corvia
A few simple habits can help you get the most from Corvia.
Ask clear questions
The more specific your question, the easier it is for Corvia to find the most relevant information.
Continue conversations
If you’re exploring the same topic, continue an existing conversation rather than starting a new one.
This keeps related questions and answers together.
Use Projects for ongoing work
When a piece of work extends beyond a single conversation, move it into a Project.
Projects make it easier to organise, revisit and share your work.
Choose the right Search Scope
For most Project work, use All available sources so Corvia can use your available organisational knowledge alongside the files added to the Project.
Select Project files only when you want Corvia’s responses to be based specifically on the files uploaded to that Project.
Explore Source Documents
If you need additional context or want to understand where an answer came from, open the relevant Source Document and explore the surrounding sections.
Use Analysis when comparing documents
If Analysis is available to you, it’s the best way to compare two Source Documents and identify meaningful differences.
Frequently Asked Questions
Why can’t I see a Source Document?
You’ll only see Source Documents you’ve been given permission to access.
If you believe a document is missing, contact your Manager or Administrator.
Why can’t I see Analysis or Alignment?
These capabilities are optional and may not be enabled for your account.
If you think you should have access, speak with your Manager or Administrator.
Can Corvia search the internet?
No. Corvia answers questions using your organisation’s approved knowledge and the Source Documents you’ve been given access to.
Can I upload Source Documents?
No. Source Documents are managed by your organisation’s Managers and Administrators.
Why did my colleague receive a different answer?
Different users may have access to different Source Documents or organisational knowledge.
As a result, responses may differ depending on the knowledge available to each person.
Why couldn’t Corvia answer my question?
This may happen if:
- The information isn’t available in the knowledge you’ve been given access to.
- Your question needs more context.
- The information hasn’t yet been added to Corvia.
Try asking a more specific question or browse the relevant Source Documents.
What’s the difference between a Source Document and a Project file?
Source Documents form part of your organisation’s broader knowledge library.
Project files are added to a specific Project to support the work being carried out there.
What does All available sources mean?
When All available sources is selected, Corvia can search both the Source Documents you have permission to access and the files uploaded to that Project.
What happens if I select Project files only?
Corvia will search only the files uploaded to that Project when answering questions within the Project.
Does changing Search Scope change what I have access to?
No. Search Scope controls what Corvia searches within the Project. It does not change your existing access permissions.
Getting Help
If you need assistance using Corvia, the right point of contact depends on the type of issue you’re experiencing.
Access or permissions
If you can’t access a feature, Project or Source Document, contact your Manager or Administrator.
Sign-in or password issues
If you’re unable to sign in or need help with your password, contact your IT department.
If you use Single Sign-On (SSO), password management is handled by your organisation.
Technical support
If you’ve identified a technical issue or need assistance beyond your organisation, contact your Corvia Administrator.
They’ll be able to work with Guident Support if required.
Need more help?
If you can’t find the answer you’re looking for in this guide, contact your Manager, Administrator or IT team for assistance.