Document Management

The Documents section allows you to centralize and organize all your PDF files directly in Excel.

Import Documents

• Click on the "Documents" button in the Copilot Audit tab.
• Use the "Upload Documents" button to add your PDF files.
• Documents are automatically stored and indexed.

Organization

• Categories: Assign categories to your documents for better organization.
• Search: Use the search bar to quickly find your files.
• Filters: Filter by category to refine your view.

Available Actions

• Edit a document's category.
• Delete a document.
• Batch Editing: Change the category of multiple documents simultaneously.
• Preview: Quickly access your document content.

Updated on: 05/12/2025