Managing Documents

Learn how to organize, update, and maintain your content documents. This includes viewing documents, organizing with folders, updating content, and performing bulk operations.

Getting There

1. Click Content in the sidebar
2. View all your documents in the list

Viewing Documents

Access your documents from the Content section:

• View all documents in a list
• See processing status for each document
• Check when documents were added or updated

Document Details

Click on any document to view:

Organizing Documents

Using Folders

Create folders to organize related documents:

1. Click the New Folder button (folder icon with plus)
2. Enter a folder name
3. Click Create

Suggested organization:

• By topic (Products, Policies, FAQs)
• By department (Sales, Support, HR)
• By document type (Guides, References, Tutorials)

Moving Documents

Move documents between folders:

1. Click the document menu (⋮)
2. Select Move to Folder
3. Choose the destination folder

Using Tags

Add tags to documents for flexible categorization:

1. Click the document menu (⋮)
2. Select Manage Tags
3. Add or remove tags as needed

Tags work alongside folders — use folders for primary organization and tags for cross-cutting categories.

Updating Documents

Re-process a Failed Document

If a document fails to process, you can retry:

1. Click the document menu (⋮)
2. Select Reprocess

Replacing Content

To update a document’s content, delete the old version and upload the new file. The document will be processed automatically.

Deleting Documents

Remove documents you no longer need:

1. Click the document menu (⋮)
2. Select Delete
3. Confirm deletion

Bulk Operations

Manage multiple documents at once:

1. Select multiple documents using checkboxes
2. Use the bulk action menu:
   • Move to Folder — Move selected documents to a folder
   • Reprocess Failed — Retry processing for failed documents in selection

Search and Filter

Find specific documents:

Documents are sorted by upload date (newest first).

Storage Management

Track your storage usage:

1. Go to the Dashboard
2. View the “Storage Used” card showing current usage and limit
3. Delete unnecessary documents to free space

Tips

• Remove outdated documents regularly to keep your content clean
• Use folders and tags to organize documents for easy retrieval
• Check for failed documents and reprocess them when needed
• To update content, delete the old document and upload the new version
• Use bulk operations to move multiple documents to folders at once
• Delete duplicates to avoid confusing your agents

Common Questions

Q: How do I update a document’s content? A: Delete the old document and upload the new version. The new document will be processed automatically.

Q: Can I recover a deleted document? A: No, deleted documents are permanently removed and cannot be recovered. Make sure you have a backup before deleting.

Q: How do I know if a document processed successfully? A: Check the processing status column. Documents show Ready when complete, or Failed if there was an error.

Q: What should I do if a document fails to process? A: Click the document menu (⋮) and select Reprocess. This option only appears for failed documents. If it continues to fail, check the file format and size.