How to Access Document Management

How to Access Document Management

How to enter document management

For daily management of files, prioritize using the corporate documents in the upper right corner of the function page

Recommendation: Open the corporate document in the upper right corner of the function page

  1. Enter the current project background (project).
  2. Open a function page that supports this capability, such as Schedule → Calendar.
  3. Click on the three dots in the upper right corner.
  4. Select Enterprise Docs/Enterprise Documents.
  5. Slide out the enterprise document panel on the right side.

There are usually Refresh/Refresh and AI Chat in the menu in the upper right corner.

![Menu in the upper right corner of the calendar page]scaled_image.png

![Enterprises entered by AI employees Documents]scaled_D0002.PNG

Other ways

Open from AI employee (same set of enterprise documents)

  1. Open AI Staff on the left.
  2. Click on the three dots on the right side.
  3. Enter Enterprise Documents.

Suitable for use when you are already talking to an AI employee and need to add files to the conversation. Please use the recommended entrance above for daily uploading and folder creation.

Fixed menu "Document" (document tree)

Status: under development

  1. Enter the current project background.
  2. Click Documents in the sidebar Fixed Menu.
  3. After entering the document item list, click on an item to view the document tree.

Please use the recommended method to open the enterprise document space before going online.

Result confirmation

The "Enterprise Documents" panel appears on the right, and you can see the path bar and file/folder list, which means you have entered it.