Document Management

Purpose and access

The Documents page stores the approved material used for retrieval-based answers. Viewing may be broadly available; uploading, approval, activation, and removal require elevated permissions.

Find a document

1. Open Documents.
2. Enter part of the document name in Search.
3. Narrow the list with status, department, language, or role filters.
4. Review the document name, version, owner, status, and approval state.

Upload a document

1. Confirm that you are authorized to upload the content.
2. Select Upload Document.
3. Choose the approved file and provide the required metadata.
4. Assign the correct department, language, and access scope.
5. Review the information before submission.
6. Complete the organization’s approval process before making the document active.

Expected result: The document appears in the list with its processing, approval, or active status.

Replacing a policy without reviewing its version and access scope can change AI answers. Keep the previous version according to your retention policy.