Document Management

Uploading documents from any device

Staff members or clients can upload documents directly to a room.  

Desktop computer

Click the paperclip in the chat box, then select ‘Upload New Document.’ Alternatively, from the right-hand side of the room, in the documents module, click the “Add Document” button. If you are on a desktop computer, you will be prompted to select a document on your local device. 

If you are using a cell phone or tablet, you will also have the option of taking a photo or selecting one from your camera roll. Your clients will see the same options.

AI-powered document categorization

When you or your client uploads a new document, you will be prompted to add 'Document Details.' AI-powered document tagging will automatically assign a type to the document. If necessary, you can select a new document type and retitle the document.

To view all documents in a room, click the documents link in the room navigation. From there, it's easy to download an individual document or select all and download them all at once.

Delete documents

Anyone who has uploaded a new document to a room is also able to delete it.