This page enables you to create,edit and delete all documents categories. To create a document category, click on document and go to create new then type the new category and save.

Document groups: this allows you to create different groups for documents and also include descriptions to the document.

Documents in Group's: this allows you to search for documents that are in groups. 

Documents Dashboard: the dashboard shows you all documents categories, documents in groups and the location of the document.

Document Locations: this allows you to create various locations for documents.

New document AI features: We are excited to introduce a new AI-powered feature in the Document Module that enables you to summarize and interact with any uploaded document. With this functionality, you can not only generate concise summaries but also ask specific questions, creating an interactive experience based on the document’s content.

To use this feature:

1. Navigate to the Document Module and click on Documents.

2. Select any document of your choice.

3. Alongside the existing action icons (such as Download), you will now see the Summary/Questions option.

4. Click on Summary/Questions to instantly receive a well-structured, bullet-point summary of the document.

5. Below the summary, you will find a dedicated Ask a Question box where you can engage in a discussion by asking questions about the document.

6. Once you have entered your question, click the Ask button (highlighted in green) to receive detailed responses and insights.

This enhancement makes reviewing documents easier, faster, and more interactive—helping you extract key information at a glance while also deepening your understanding through tailored Q&A.