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Agent - Managing Files

Agent - Managing Files

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

Uploading Files

Please refer to the https://ayfie-dev.atlassian.net/wiki/spaces/USER/pages/4025122820 article.

File Display and Information

Upon entering the Files section, you will see a list of all your uploaded files.

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Each file is represented by a File Card that provides essential information:

  • 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.

  • Tag file: Tags help in categorizing and retrieving files quickly. You can create custom tags and assign predefined colors to them for visual organization.

  • Share file: This feature lets you share files with other members of your organization. You can select specific individuals or share with the entire organization.

  • Keep file: Only for files marked as inactive (cf https://ayfie-dev.atlassian.net/wiki/spaces/USER/pages/4025221166 for context), it marks the file as recently used to prevent it from being pruned.

  • Delete file: If a file is no longer needed, you can delete it to keep your file list organized.

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.

Additional actions become visible when any File Cards have been selected:

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  • Group: You can create a new file group with the selected files, which is useful for organizing related documents together.

  • Add to group: You can add the files to an already existing group

The other available actions are analoguous to the File Actions discussed earlier:

  • Open in Chat

  • Add Tag

  • Share

  • Delete

File Group Management

The File Groups tab in the Files dashboard is presented similarly to the Files tab.

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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

  • 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. Please note that the menu options avalable for files in these tabs are differerent from those in the main Files tab:

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