Upload and organise documents

Step by step

1. Open Documents from the menu.
2. Click + New folder, type a Folder name and click Create. A new top-level folder can be opened only by you until you give others access.
3. Click the folder to open it. The path at the top starts at All documents, and the upload box names the folder after Uploading to.
4. Click Choose files under Upload documents and pick one or more files. If a file with the same name is already there, choose Add version, Upload separately or Skip, then click Continue.
5. Watch the Search column. Indexing... changes to Searchable once Ask AI can find the document; click Retry if it shows Failed.
6. Click Add a description in the Description column, type a short note and press Enter.
7. Click a file name to open Document details, where you can add Tags, see the Version History and click Upload New Version.
8. Click the ⋯ button at the end of a row and choose View to read the file in a new tab. The same menu has Download, Rename, Move and Delete.
9. Click Trash at the top of the page to find deleted documents and Restore them.

Good to know

• Each file can be up to 100 MB. PDF, Word, Excel, PowerPoint, images and CAD drawings (DXF) are read and indexed; other types are stored but cannot be searched.
• Scanned PDFs are read page by page with text recognition (OCR). Photos and other image files are accepted only where your package includes reading scanned documents.
• Moving a document to another folder changes who can find it, including through Ask AI.
• Documents synced from SharePoint, OneDrive, Google Drive or email cannot be renamed, moved or deleted here. Make the change at the source.