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Uploading and Managing Documents in DocuAsk

This guide will walk you through the process of uploading and managing your documents in DocuAsk

Joseph Chin avatar
Written by Joseph Chin
Updated over 10 months ago

Uploading Documents

To upload documents to DocuAsk:

  1. Navigate to the Documents section: Click on the Documents icon in the left navigation menu.

  2. Upload a document: Click the "Upload a Document" button in the Documents section.

  3. Select your file: Choose the document you want to upload from your computer.

  4. Wait for processing: DocuAsk will process your document, making it ready for analysis and questioning.

Creating and Managing Folders

Organizing your documents into folders helps you keep your content structured and easily accessible (it also helps us understand your document library and answer questions more accurately):

  1. Create a new folder: Click the "Add folder" button in the Documents section.

  2. Name your folder: Give your folder a descriptive name that reflects its contents.

  3. Move documents to folders: You can organize your documents by moving them into appropriate folders.

Document Management Features

DocuAsk provides several features to help you manage your documents effectively:

  1. Search functionality: Use the search bar to quickly find specific documents or tags.

  2. Document sorting: Sort your documents by name, date added, or other criteria.

  3. Document tags: Add tags to your documents for easier categorization and searching.

  4. Ask all: Use the "Ask all" feature to query across all your documents at once.

Best Practices for Document Organization

To get the most out of DocuAsk, consider these best practices for document organization:

  1. Use descriptive folder names: Create folders with clear, descriptive names that indicate the content inside.

  2. Group related documents: Keep related documents together in the same folder for easier access and analysis.

  3. Use consistent naming conventions: Adopt a consistent naming convention for your documents to make them easier to find.

  4. Regular maintenance: Periodically review and clean up your document library to remove outdated or unnecessary files.

By effectively organizing your documents in DocuAsk, you'll be able to find information more quickly and get more accurate answers to your questions.

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