Add documents to a knowledge base

There are three knowledge bases, and the assistant searches all the ones you belong to:

• Your own library, private to you. The assistant looks here first.
• Your clinic's, kept by the clinic's admins, for everyone at the clinic.
• Your group's, kept by the group's admins, for every clinic in the group.

Before you start

• Have the document as PDF, Word, plain text or Markdown, up to 100 MB.
• Only upload what belongs to you or your clinic, or what you have the right to use. You confirm this with every upload.

Steps

1Open the knowledge base

• For your own library: open your account menu, select Profile & settings, then My library.
• For your clinic's: in the sidebar, select Company, then Knowledge Base. You need to be an admin of your clinic.
• For your group's: in the sidebar, select Group, then Knowledge Base. You need to be an admin of your group.

2Upload

Select Upload Document. Drop one or more files in the window, or choose them. Tick the box that confirms you may use them, then select Upload.

3Wait for the processing

The text is read and indexed on its own. A long book takes a little longer. Wait until the status says Completed.

4Put it online

Select Put online. Until you do, the document stays a draft and the assistant doesn't use it.

What you've got now

The document shows Published. From now on, the assistant searches it when you ask a question, and says which document an answer comes from.

Update or remove a document

To replace a document with a newer edition, open it and select Upload New Version. The old version stays in use until you put the new one online. To remove a document, select Delete next to it.