Documents

Available to administrators and supervisors. Browse files and filter by title and date range.

Available to administrators and supervisors. Browse files and filter by title and date range.

Browse and maintain

Open a document to view the preview and extracted text. Review the title, description and analysis text and save. In chat, use the existing file selector to attach the document.

Create

1. Open Documents and the new document action.
2. Enter a title, type and description; choose or drag a file.
3. Save and wait for upload and processing.