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How do I add a new document?

Save a new document where the assistant can read it, then check it answers from it.

Narrated video with captions, 35 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: Here's how to add a new document so the assistant can answer from it.

    Here's how to add a new document so the assistant can answer from it.

  2. Step 2: Save the file in the folder for its kind of document. A new service agreement goes in Contracts, with a clear name: what it is, who it's with, and the date.

    Save the file in the folder for its kind of document. A new service agreement goes in Contracts, with a clear name: what it is, who it's with, and the date.

  3. Step 3: In the sample setup, Copilot can read it within the hour. Only people who can open that folder can ask about it.

    In the sample setup, Copilot can read it within the hour. Only people who can open that folder can ask about it.

  4. Step 4: Then ask one question only the new file answers, and open the page it cites.

    Then ask one question only the new file answers, and open the page it cites.

  5. Step 5: Right folder, clear name, one test question.

    Right folder, clear name, one test question.

Get the Document Desk

Ask your contracts and policies, get the page cited. Every Kit and Install comes with these videos, and an Install adds a walkthrough made from your own setup.

See the Document DeskAll guides