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The My Files section of the application is a central hub for managing your uploaded documents

Uploading Files

Please refer to the Uploading Files article.

File Display and Information

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.

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.

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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 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

File Group Management

The File 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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