7 docs tagged with "files"

How to manage customers or clients, link files and mail, import records, sync from a CRM, and ask questions scoped to one relationship

How to upload, organize, preview, share, and process files, including customer assignment, synced folders, mailboxes, and the processing pipeline

How tenant administrators configure automatic extract, categorization, ingest, taxonomy, OCR, and pipeline maintenance

How uploaded, imported, and synced files are extracted, categorized, and ingested into the knowledge base

How to scope files, knowledge entries, and chat personas to specific organizations, and how visibility rules apply across features

How to mirror or import cloud folders from OneDrive, Google Drive, Box, or Dropbox into Files on a schedule

How to import Outlook mail and attachments into Files as a one-way, additive mailbox sync