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Specific Doc Details

Viewing Specific File and Folder Details

Document-Copilot makes it easy to access detailed information about each file and folder within your knowledge base. By following a few simple steps, you can view comprehensive details that help you manage your documents more effectively.

How It Works​

1. Locate the File or Folder​

  • Browse Knowledge Base: Navigate through your knowledge base to find the specific file or folder you are interested in.
  • Three-Dot Icon: Look for the three-dot (more options) icon next to the file or folder. This icon provides access to additional options and details. threedotfilenfolder

2. Right Slide Bar Appears​

  • Details Pane: Upon clicking on threedots, a right slide bar will appear. This panel contains all the relevant information about the file or folder.
  • Comprehensive Information: View detailed information such as:
    • File/Folder Name
    • Size
    • Type
    • Date Created
    • Last Modified Date
    • Shared Status and Permissions
    • List of Users with Access
    • Data sources connection details (if applicable)

4. Manage File and Folder Details​

  • Edit Information: Make changes to the file or folder name directly from the slide bar by clicking on Pen icon and a dialog box will popups up and you can rename from there, if necessary.

  • Start Chat: You can start chat on that specific folder or file directly from the right slidebar which has an option (Chat icon) that immediately starts the chat.

  • Download File: You can also download your file from the right slidebar by clicking the "Download icon".

  • Adjust Sharing Permissions: View and modify sharing permissions, including adding or removing access for specific users.

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