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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