Document Management

This guide explains how to manage documents in Business Knowledge after uploading the first set of documents and using Chatlyst for a period of time.

Important Note: Uploaded documents cannot be deleted from the system. If a document must be removed for compliance, privacy, or other business reasons, contact the Chatlyst team at hello@chatlyst.io.

Review Document Status

When a document has no pending training items and is considered clean, the document tab is highlighted in light green.
When there are pending training tickets, the document tab is highlighted in light yellow.

Expand Menu — Select the expand menu (arrow-down icon) to open Document Details and review information at a glance.

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Upload New Version — Select Upload New Version to replace an existing file with an updated version. The button is labelled Upload the first time a document is added. After a template is uploaded once, the label changes to Upload New Version.

Important Note: In most cases, use Train Document to address pending training tickets. Use Upload New Version only when uploading a document for the first time or when a full replacement is required and the correct, up-to-date file is ready.

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Version History — Select the history (anti-clockwise icon) to open Version History. Each version is listed for review.

In the Version History window, select Preview (eye icon) to preview a version. Select Activate to replace the current document with the selected version.

Proceed carefully and confirm the correct version before selecting Activate.

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Preview — Select Preview (eye icon) on a template to review the document before downloading or uploading a new version.

In the preview window, review the full content.
Select Download to save a copy to the device.

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Train Document — Train a document to improve how Chatlyst responds based on the content in that file.

Select the document that requires attention.
Select Train Document.
Review pending tickets in the Training Panel.

For a full step-by-step guide, follow Train Documents.

The Training Panel will open, where pending tickets can be reviewed. For more context, follow Train Documents.

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