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Upload a Document

The Upload feature in Solyo allows users to upload documents, assign context through folders and tags, and store files for future interactions and automation tasks.

Prerequisites​

  • A registered Solyo account
  • Access to the Upload section on the Solyo dashboard

Uploading a Document​

Step 1: Access the Upload Interface​

  1. Log into Solyo.
  2. Navigate to Upload from the main dashboard to access the file upload options:
    • File Upload: Choose files to upload directly.
    • Your Documents: View and manage previously uploaded files.

Step 2: Select Your File​

  1. Click on Select File to browse and choose the file you want to upload.
  2. After selecting the file, enter a Document Title in the text box for easier identification.

Step 3: Organize with Folders and Tags​

Adding folders and tags helps organize and contextualize the uploaded files within Solyo for efficient management and retrieval. This does not modify the actual file but enhances file organization.

Adding Folders​

  1. Choose a folder from the list or create a new one to categorize the file.
    • Examples: School, Documentation, Legal, Human Resources.
  2. If the desired folder is not listed, click the edit icon (✎) next to the folder section to create a new folder.

Adding Tags​

  1. Select or create tags that apply to the uploaded file. Tags add another layer of context to help Solyo retrieve the file efficiently.
    • For instance, if the file is related to a specific person or event, tags might include Axel, School, Soccer, etc.
  2. Use the Filter Tags search box to search or filter tags.

Step 4: Upload the File​

  1. Once the file is selected and the context (folders and tags) is assigned, click Upload to begin the process.
  2. The file will be uploaded to Solyo with the associated context. You will then be able to interact with the file for querying, report generation, or automation tasks.

Managing Uploaded Files​

Uploaded files can be accessed and managed under Your Documents. Options include:

  • Editing file details (title, tags, and folders).
  • Retagging or moving files to different folders as needed.

Benefits of Using Folders and Tags in Uploads​

Enhanced Organization​

Assigning folders and tags ensures that files are easy to find and use when needed.

Contextual Precision​

Solyo uses folders and tags to offer more accurate results when you interact with your documents, ensuring you can find the right information quickly.

Automations​

Uploaded documents can be used in automations or workflows, leveraging the context you've added for precise actions.

This documentation outlines the steps for uploading and managing files in Solyo, emphasizing the importance of using folders and tags for organization and future interaction.