Overview
Associate documents from your drive with projects to provide context for AI interactions and organize related content.Document Selection Process
1
Open Project
Navigate to project dashboard.
2
Go to Documents Tab
Click the “Documents” tab.
3
Click Add Documents
Click “Add Documents” button.
4
Navigate Tree
A dialog opens showing your drive in a tree view with checkboxes.
5
Select Items
- Check boxes next to files or folders you want to associate
- Selecting a folder selects all its contents
- Half-checked indicates some children selected
6
Confirm Selection
Click “Confirm” or “Add” to associate selected items.
Documents appear in the Documents tab with processing status.
Selection Strategies
Individual Files
Select specific files by checking their boxes.Entire Folders
Check a folder to include all its contents.Mixed Selection
Combine individual files and folders as needed.Managing Associated Documents
View Documents
Documents tab shows:- File/folder name
- Processing status
- Error details (if any)
Document Status
Pending: Queued for processing Running: Currently being processed Okay: Successfully processed and ready Error: Processing failed (hover for details)Remove Documents
To disassociate documents:- Find document in list
- Click remove icon
- Confirm removal
Best Practices
- Associate only relevant documents
- Keep project focused (avoid kitchen-sink approach)
- Check processing status after adding
- Remove outdated documents
- Use folders to associate related files at once