Configuring Document Search¶

Configure Document Search's upload management, AI model selection, workflow automation, and integrations to ensure accurate retrieval and a smooth user experience.

My Documents¶

Manage all your uploaded files:

1. Document List

   • Status: Processing / Completed / Corrupted
   • Source: Google Drive, OneDrive, Slack, Monday.com
   • Actions: Download / Delete

2. Bulk Actions

   • Select multiple files → Delete

3. Upload Options

   • Upload Folder
   • Upload Documents

LLM Manager¶

Configure which AI models power your document queries.

Card Manager¶

Create and manage workflow cards for document-driven tasks.

Viewing Cards¶

• Search Cards: Find cards by name or keyword
• Card List: Shows each card's Title, Description, Category, and Actions

Create a New Card¶

1. Click New Card
2. Enter Title, Description, and Category
3. Define Steps (e.g., User Input → Vector DB Search)
4. Add Tools as needed (e.g., web search, file loader)
5. Click Save

Summary¶

• My Documents: Manage your files
• LLM Manager: Choose and configure AI models
• Card Manager: Automate document workflows
• Integrations: Connect external storage and services
• IBM Watsonx: Activate advanced AI processing