Access the documents page: click on the Documents icon in the left sidebar to access document management.
Document Organization
- Top tabs: Navigation between different workspaces including All documents, Company documents, specific workspaces you have access to, and My documents (strictly personal space).
- Search bar: Search by document title, owner, workspace.
- Document list: Displays documents with their metadata, notably the document status should show embedded (in green) to be findable by the SearchDocuments tool (text), and vision in blue to be findable by the Vision_document_search tool
Importing Documents
- Click on "Import" at the top right of the documents page ⚠️ Be sure to select the workspace in the dropdown menu before uploading the files.
- Supported formats: PDF, Word, PowerPoint, JPG/PNG, MD (markdown)
- Maximum size: 25 MB per import, to import many files at once, use the API
Direct Import into a Conversation You can also attach a document directly in a conversation via the paperclip icon in the input field.