Managing Knowledge
Upload, organize, access, and manage your files
Upload Files
Workflow Match: Choose based on your current task location:
- Working in Collection view → Direct upload methods
- Active SmartChat → Chat-integrated uploads
- Template workflows → Guided file additions
Uploading from a Collection
Drag & Drop Files
Access Assets Tab
Navigate to your target Collection → Click Stored Assets
Drag Files
Select files from your computer and drag into the assets area
Release to Upload
Drop files to start automatic upload
Upload files using the upload box
Upload Modal Method
Open Upload Interface
Click Upload or Drop
box in Assets tab
Select Files
Choose from:
- File browser selection
- Drag-and-drop into modal
Confirm Upload
Review selections → Click Upload
Upload files using the upload box
Uploading During SmartChat™ Sessions
Choose an upload method
You have two options:
Upload file
In the opened upload modal:
- Click to open a file browser and select file(s), or
- Drag and drop file(s) directly into the modal
Confirm upload
Wait for the upload to complete.
Upload a file in a SmartChat™
Uploaded files are added to the Collection the SmartChat™ is in.
Using Use Case Templates
Select Template
Choose from available use case categories
Initiate Upload
After AI response, click Upload
prompt
File Handling
Selected files auto-save to Personal Collection
Upload a file through a use case
Template uploads maintain conversation context while handling file management
Paste Text Directly
Open Paste Interface
In upload modal, switch to Paste Content
tab
Input Text
Copy-paste raw text or formatted content
Save as File
Click Upload
to create text asset
Paste Text to upload to Storytell
Rename Files
Access Assets Tab
Navigate to your target Collection → Click Stored Assets
Locate the edit button
Find and click the Edit button associated with the file
Release to Upload
Edit the Name and/or Summary of your file → Click Update Asset
Editing an asset
Delete Files
Access Assets Tab
Navigate to your target Collection → Click Stored Assets
Locate the delete button'
Find and click the Delete button associated with the desired file.
Confirm deletion
A warning modal will appear. Click Delete Asset
in this modal.
Final confirmation
Confirm the deletion one more time to complete the process.
Deleting an asset
Access your uploaded files
Open your Assets Tab
Select files from your computer and drag into the assets area
Locate the download button
Find and click the View or Download button associated with the desired file.
Access the file in a new tab
Clicking the Download button will open a new tab, where you can view and download your file.
Viewing your original file
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