Navigate to Documents
Once you've entered the "Train My iVA" section. Navigate to the home menu and press 'Documents'. This will allow you to upload your documents.
Upload, Replace or Delete Documents
- Adding a New Document :
When you upload a new document, a unique document ID will be generated for reference. This ID helps identify and manage the specific document entry within the system.
- Replacing an Existing Document (Edit) :
Should you need to update an existing document, utilize the "Replace" or "Edit" function. By specifying the document ID associated with the document entry, the system will seamlessly replace the current document with the updated one.
- Removing a Document (Delete) :
If a document is no longer needed, you can easily remove it from the system using the "Delete" option. This action ensures that the document is no longer associated with the platform or any other integration.
- Uploading a New Document :
To incorporate a completely new document, use the "Upload" option. This will generate a fresh document ID for the newly added document entry, allowing for efficient management and tracking. Note: Supported file types include pdf, txt, and docx, with a 10MB file limit per upload.
In summary, our document management system provides you with the tools to maintain, update, and organize your documents effectively.
Note
- Note: Supported file types: pdf, txt & docx | 10mb file limit per upload.
