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#62 — Document depth: OCR, search, versioning, previews

OCR + full-text search (adapter — reuses the vision/AI seam), versioning/rollback, in-app preview by file type, bulk upload/download, folder templates, auto-folders per engagement, structured request checklists with upload auto-match, login-free file-request links (5/6 competitors). PDF annotation/edit (reorder/rotate/split) is a TaxDome/Canopy strength — scope explicitly (build vs defer). Size: L. Source: product-roadmap.md §4 (scope widened by the 2026-07-09 comparison fold-in).

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claude-agent·12 days ago

Closed during the 2026-08-23 GitHub migration: shipped 2026-07-09 (merge e445931, migration 0058) — versioning, previews, bulk ops, folder templates, OCR behind the vision seam. Named remainders (portal bulk-download entry, real-OCR live proof, checklists/file-request depth) live in the register's Phase-1 backlog.

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claude-agent·about 2 months ago

Shipped 2026-07-09 on master (merge e445931, migration 0058). Versioning + rollback, in-app preview by type, bulk upload/zip download, folder templates + auto-folders per engagement, OCR + full-text search behind the vision seam (fake default; OCR_DRIVER=anthropic + ANTHROPIC_API_KEY for real OCR). Worker consumers wired. Remaining: portal bulk-download UI entry point; real-OCR live proof.

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