How to improve document formatting

Overview

Proper document formatting helps the platform correctly understand document structure and content. Well-formatted documents produce higher-quality AI analysis results and reduce issues such as broken numbering, incorrect indents, or malformed lists.

Procurize AI provides an AI-powered formatting tool that automatically cleans and restructures documents.

When Formatting Can Be Improved

Document formatting can be improved at two stages:

During Document Import

When importing a document, you can automatically fix formatting issues before saving it to the knowledge base.

Format with AI during document import

After Import (Editing Mode)

Formatting can also be improved later:

  1. Open the document from the Documents page.
  2. Enable editing mode.
  3. Click Format with AI to apply automatic formatting.

Format with AI after import

What the AI Formatting Improves

The AI formatting process automatically corrects common issues, including:

  • Incorrect or inconsistent numbering
  • Broken or misaligned lists
  • Improper indents and spacing
  • Unstructured headings and sections

Why Formatting Matters

Properly formatted documents:

  • Are easier to read and maintain
  • Are better understood by the platform
  • Produce more accurate AI analysis and matching results
  • Improve reliability in compliance and questionnaire workflows

How to import a document to the knowledge base

How to edit a document

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