The My Files section of the application is a central hub for managing your uploaded documents
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Uploading Files
Please refer to the Uploading Files article.
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File Display and Information
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Upon entering the My Files section, you will see a list of all your uploaded files. Each file is represented by a File Card that provides essential information:.
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File Name
Author
Upload Date
File Size
Tags: Any tags associated with the file are shown here, providing a quick reference for categorization.
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File Actions
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Each File Card includes a menu button which you can click to see a list of actions you can perform on the file:
Open in Chat: This option allows you to open the file directly in a chat session with the AI, enabling you to ask questions or request analyses based on the file's content.
Add Tag: Tags help in categorizing and retrieving files quickly. You can create custom tags and assign predefined colors to them for visual organization.
Share: This feature lets you share files with other members of your organization. You can select specific individuals or share with the entire organization.
Delete: If a file is no longer needed, you can delete it to keep your file list organized.
4. Bulk file operations
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Selecting files for bulk operations
There are several ways to select multiple files:
Hovering over a File Card will show a checkbox you can click to select the file. Selected File Cards display a checkmark symbol in their top left corner. If any file cards are selected, the Menu Bar on top will present additional actions that can be
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taken.
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Desktop users can use the following keyboard shortcuts
Hold CTRL when clicking multiple File Cards to select them
Hold SHIFT when clicking File Cards to extend the selection from the first clicked to the last clicked item including all items in between
Press CTRL + A to select all files
The menu bar
Upload: The upload button allows you to add new files to your collection. This option will always be visible.
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Open in Chat
Add Tag
Share
Delete
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File Group Management
The "My Files" section also includes a tab for managing file groups:
Create New File Group: You can create a new group by clicking the "Group" button. This opens a dialog where you can name the group and add a description. Grouping files helps in organizing them by project, topic, or any other criteria you find useful.
View and Manage Groups: Once groups are created, you can view them under the "File Groups" tab. This allows for easy access and management of grouped files.
4. Shared Files
The "My Files" section includes tabs for files shared with you and files you have shared:
Shared With Me: This tab displays files that other users have shared with you. It provides a convenient way to access collaborative documents.
Shared By Me: Here, you can see all the files you have shared with others. This helps in tracking shared resources and managing permissions.
5. User Interface Elements
Search Bar: At the top of the "My Files" section, a search bar allows you to quickly find files by name, tag, or other metadata. This is particularly useful when dealing with a large number of files.
Filter Options: You can filter files based on various criteria such as date, size, or tags, making it easier to locate specific documents.
Sort Functionality: Files can be sorted by name, date, or size, allowing you to organize your view according to your preferences.
Conclusion
The "My Files" section of the Ayfie Personal Assistant is a powerful tool for managing your documents. With features like file grouping, tagging, and sharing, it provides a robust framework for organizing and collaborating on files. By utilizing these features, you can enhance your productivity and streamline your workflow within the applicationFile Groups tab in the My Files dashboard is presented similarly to the Files tab. Each File Group is presented as a File Card including a menu button which you can click to see a list of actions you can perform on the group:
Open in Chat
Rename: This option lets you change the group name
Group Description: This option lets you change the group description
Edit: This option lets you change the files that are assigned to this group
Delete: This option lets you remove the File Group. Note that only the grouping itself is affected - the individual files that constituted the group will still remain in the system.
File Sharing
When sharing a file, you can choose either to share it with specific members of your organization or with the organization as a whole.
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You can review the files you have shared and files shared with you in the Shared With Me and Shared By Me tabs.