How do I upload a document to the Files module?

How do I upload a document to the Files module?

The Files module in Dasseti Engage allows users to upload and store documents—such as Word, Excel, PDF, and PowerPoint—for internal reference or sharing across a team. These documents can also be accessed through Smart Docs and Chat with Docs for use in workflows or AI-powered queries.

Note: Files must be uploaded one at a time. Bulk upload is not currently supported in this module.

To upload a document:

1. Click Files from the left-hand menu.
2. In the bottom-right corner, click the three-dot menu.
3. Select the "+" button (Add File) to upload a document from the device. Additionally, the More button (hamburger icon) can also be used as a shortcut.

Once uploaded, the document will appear in the list with metadata such as upload date and user.

Related articles:

• How do users query documents using Chat with Docs?
• How do users use Smart Docs in workflows?