The Library is a secure vault for all of your files.

To efficiently manage your documents in the library, follow these steps to add and utilize files:

Step 1: Adding Files

You have two options to add files to your library:

1. Drag and Drop Method:
   • Locate the drag and drop zone at the top of the library page.
   • Drag your PDF files from their location on your computer and drop them into this zone.
2. Upload Button Method:
   • Click on the blue 'Add File' button located at the top right corner of the library interface.
   • Navigate through your computer’s file system, select the PDF files you wish to upload, and confirm your selection.

Note: Currently, only PDF files are supported. If you would like support for additional file types or integrations with specific CRM/apps, please add your suggestions to our feedback form.

Step 2: Processing Files

• Once your files are uploaded, they will be assigned an AI-generated file type tag, helping with categorization and retrieval.
• It may take a few minutes for the system to read and sort your files in the backend. During this period, you won't be able to use them for questions and answers.
• Files that are processing will appear in a darker blue shade, and a spinner will be visible in the top right of their card.

Step 3: File Status and Management

• Once processing is complete, the file cards will change to a solid navy blue.
• The following icons will be available in the top right corner of each file card:
  • Download: View the file in a new window.
  • Delete: Permanently remove the file from the platform and any loops it is part of.
  • Re-process: Re-sync the file if needed.
  • Lock: Make the file 'unopenable' in a shared Loop.

Step 4: File Details

• Each file card displays:
  • The file type and name as you uploaded it.
  • One or two tags denoting the file’s type, assigned automatically by the AI.
  • The processed date, indicating how old the file is and when it was last synced, e.g., "1 day ago."

Step 5: Additional Options

• Use the top of the page for additional file management options:
  • Search Files: Locate specific files swiftly.
  • Sort Options: Order files alphabetically (A-Z) or by the most recently added.
  • Filter by AI Tag: Find files by their AI-assigned tags.

Step 6: Viewing External Files

• Files added directly to external loops by other individuals can also be accessed here. These are files shared with you via external loops.