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Documents & Knowledge Repo

Open the Documents panel (icon in the top bar) to see your Knowledge Repo — every document you've permanently uploaded, with a usage counter (e.g. "24/100") showing how much of your plan's document quota you've used.

From this panel you can:

  • Search your documents by name
  • Switch between list view and table view
  • Sort by file name or upload date
  • Record Note / Create Note — add a text note directly into your knowledge base without uploading a file
  • Open, rename, or remove individual documents

Personal knowledge base​

Documents you upload here are private to your instance. They're what AskDiana searches by default when you ask a question with the Knowledge source selected (see Connecting Your ERP/CRM for the alternative — querying live business systems instead of uploaded documents).