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Uploading & Deleting Files

Manage the documents OrgAI uses to answer questions and provide context.

Maxwell Bass avatar
Written by Maxwell Bass
Updated this week

Files can include budgets, statutes, newsletters, spreadsheets, and other materials. You can store them privately or share them with your entire organization.

Uploading a File

  1. Open OrgAI and select the Files tab.

  2. Click Upload File.

  3. Choose whether to save it to My Files (private) or Organization Files (shared).

  4. Select your file and click Upload.

Deleting a File

  1. Find the file you want to remove.

  2. Click the ••• menu next to it.

  3. Select Delete and confirm.

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