Documents

Updated on November 7, 2024

Document

  1. Overall Structure
  • Navigation: Displays the overall folder structure. Folders can have multiple hierarchical levels, with no limit on the number of folders or levels that can be created.
  • List: Displays documents and folders belonging to the folder selected in the navigation as a list.
  • Document Search: Used to search for specific documents. You can use titles or filters to find documents.
  • Document Settings (for Extractive Document Search): This setting is for cases where the extractive document search is used, rather than the answer auto-generation feature using an LLM. This is an optional button in the settings.
  • Thesaurus/Antonym Dictionary: You can register words with multiple expressions in the dictionary. Clicking the button will display the registration screen.
  • Refresh: Used to update the status to the latest when checking the parsing state of the document.
  • Upload: Used when uploading documents or zip files.
  • +Folder: Used to create a new folder. Before clicking, ensure you check the current location in the navigation or list to avoid creating a folder in the wrong place.
  1. Create a Folder and Upload Documents

There are two ways to create a folder:

Method 1: Creating a folder and uploading through the dashboard

  • Click the “+Folder” button to create a folder. It is also possible to upload documents directly without creating a folder.

A popup for adding folders will appear; enter the folder name and set an access list if necessary. If no access list is set, all agents and users will have access to the documents in that folder.

If you set an access list, you can assign (editor/viewer) permissions to agents or specific users or groups to view documents within the folder.

You can also create subfolders under a folder.

To create a subfolder, select the parent folder in the navigation area on the left, then click “+Folder.” Note that access permissions can only be applied to the top-level folder, and subfolder access control will be added in future updates.

Once the folder is created, you can upload documents by selecting the target folder and clicking the “Upload” button. You can upload files by either referencing or dragging & dropping them into the upload area.

Before finalizing the upload, you have the option to rename files, add hashtags, or set an access list. Additionally, if you want the folder to inherit permissions from its parent, you can enable the “Use the same permissions as the parent folder” option. When this option is on, the folder will automatically adopt the permissions of its parent. For example, if you have a folder structure like A > B > C, and the option is turned on for both B and C, then permissions set for folder A will apply to B and C as well. Any changes to permissions in folder A will cascade to B and C automatically.

If “Use the same permissions as the parent folder” is off, permissions are decoupled, meaning changes in the parent folder will not affect the current folder unless the option is re-enabled.

After editing, click the apply button and then click “Upload” to finish the upload

After completing the upload, the document will undergo a parsing process. The upload is complete once the document has been fully parsed.

Method 2: Uploading documents or folders as a zip file

You can also use a zip file to upload documents and folders based on the folder structure within the zip file.

Note: The total upload size limit for a zip file is 1GB.

After uploading a zip file, you will need to configure access lists and set hashtags for each folder. The specific steps will be explained later.

  1. Other Basic Operations

3-1 Editing/Deleting a Folder

To edit or delete a folder, select the folder from the left navigation and enter it. Click the icon next to the folder name to expand the drop-down menu, where you can edit or delete the folder.

Be careful, as deleting a parent folder will also delete its subfolders and documents.

3-2 Confirm/Edit/Delete Document Details

To check the content of a document, set access permissions, edit hashtags, or delete it, double-click the document to display the details panel on the right side.

  • Preview: Shows a preview of the title. Clicking will display the full document preview for content confirmation.
  • Status: You can toggle the document status ON/OFF. When ON, the document will be included in the user’s search scope; when OFF, it will not.
  • Details: You can check the following information:
    • Hashtags assigned to the document
    • Access list
    • Parsing status
    • Creator
    • Last editor
    • File size
    • Location information If you want to edit the hashtags or access list, click the edit button (“5”) to make changes.
  • Q&A Auto-Generation: You can create Q&A from this document using a generative AI model.
  • Edit Button: Click this button to edit the file name, hashtags, or access list.
  • Download: Download the document.
  • Delete: Delete the document.

3-3 Deleting Multiple Documents/Folders at Once

To delete multiple documents or folders simultaneously, check the boxes next to the documents you want to delete. After selecting, click the icon in the title row to delete them.